Sales Operations Manager, Planful

$125-145k

OTE

Salary in USD and may vary in further location

Tableau

Excel

Google Sheets

Salesforce

Power BI

Senior and Expert level

Remote from Canada, US

Cloud FP&A Platform for Continuous Planning

Open for applications

Cloud FP&A Platform for Continuous Planning

501-1000 employees

B2BEnterpriseFinancial ServicesSaaSCloud Computing

Open for applications

$125-145k

OTE

Salary in USD and may vary in further location

Tableau

Excel

Google Sheets

Salesforce

Power BI

Senior and Expert level

Remote from Canada, US

501-1000 employees

B2BEnterpriseFinancial ServicesSaaSCloud Computing

Company mission

Planful was founded to speed up the end-to-end financial planning and analysis process, driven by a vision of continuous planning. It fosters business-wide participation in decision-making and planning, optimising how employees navigate their organisation through frequent and complex business changes.

Job

Company

Role

Who you are

5+ years in revenue operations, sales operations, business analytics, or a comparable data-focused role
Experience in B2B SaaS and familiarity with ARR, renewals, expansion, and churn concepts
Prior experience supporting a GTM or Sales organization (sales leaders, AEs, or revenue teams)
Proficiency in Clari and Salesforce for reporting and forecasting
Experience building presentations and reports for executive and senior leadership
Strong hands-on skills in at least one BI/visualization tool (Power BI, Tableau) and advanced Excel/Google Sheets
Comfort working with CRM data (Salesforce or similar) and forecasting tools (e.g., Clari, Gong, Salesforce)
A rigorous, detail-oriented approach to data — you reconcile, validate, and document rather than take numbers at face value
Ability to translate complex analysis into clear narratives and recommendations for non-technical stakeholders
Strong cross-functional collaboration skills; you'll work across Sales, Finance, Marketing, Customer and Deal Desk
Comfort operating with ambiguity and bringing structure to undefined or evolving processes
Strong executive presence being comfortable presenting and interacting regularly with the executive leadership team
Exposure to territory and quota planning
Experience documenting processes and building repeatable reporting frameworks

What the job involves

We're hiring a Sales Ops Analyst to be the analytical engine behind ourGTM organization
This person turns raw sales, pipeline, and revenue data into clear, trusted insight that leadership uses to make decisions
You'll partner closely with the Business Systems team (who maintains our CRM, integrations, and data infrastructure) and focus your energy on analytics, reporting, and forecasting rather than system administration
This is a high-visibility role for someone who loves working with data, is rigorous about accuracy, and can translate messy operational reality into a story leadership can act on
Sales Performance & Pipeline Analysis: Analyze pipeline velocity, conversion rates, and stage progression to identify bottlenecks and improve funnel health
Sales Productivity & Capacity: Analyze RSM/AE productivity, territory performance, and time-to-close, and support the creation of sales capacity and resource models for planning
Forecasting & Planning Support: Provide analytical support for weekly and monthly sales forecasting and annual planning cycles by building and maintaining forecast models and underlying data sets
Expansion & Retention Analysis: Analyze metrics for the installed base (upsell and cross-sell rates, NRR, churn signals) to support account management and renewal teams.
Data Storytelling & Communication: Collect, synthesize, and translate complex quantitative analysis into clear, actionable insights and compelling presentations tailored to executive, functional, and operational audiences
Pricing Analysis Support: Assist in evaluating deal performance and pricing trends, and provide visibility into discounting and pricing effectiveness
Support efforts to improve pricing consistency and profitability
Cross-Functional Collaboration: Partner with Business Systems, Marketing Operations, Customer Success Operations, and IT teams to validate data inputs/outputs and ensure cross-system alignment
This role is paired with a dedicated Business Systems team which owns and maintains the CRM, data architecture, integrations, and tooling. The Analyst consumes and analyzes that data rather than administering the systems — letting you focus on insight, forecasting, and strategy while relying on a clean, well-governed data foundation

Our take

Planful is driven by the conviction that continuous planning elevates the financial IQ of all parties involved. It rebranded in 2020 from 'Host Analytics' to reflect this fundamental focus on continuous planning being central to Planful's identity.

Currently, most financial institutions only have quarterly or even annual planning reviews, meaning they have to rely on outdated budget projections & financial metrics so they lag behind the curve. Planful sets itself apart through helping clients to use monthly, weekly, or more frequent cycles. This means businesses can adapt and innovate rapidly in response to events and help drive financial innovation.

Planful’s cloud financial planning and analysis solutions stand out as it delivers 90% reduced reporting time, and up to 75% reduced average time to close. This approach has led to Planful being trusted by hundreds of big-name brands, including Five Guys, Evernote, Boston Red Sox, Robinhood, and TGI Fridays, as well as hundreds of thousands of users across the world.

Freddie

Company Specialist at Welcome to the Jungle

Insights

8% employee growth in 12 months

Glassdoor (4)

Company

Funding (last 2 of 8 rounds)

Feb 2020

$6.7m

SEED

Nov 2014

$25m

SERIES E

Total funding: $95.3m

Company benefits

12 weeks fully paid parent leave
Flexible working hours
Full medical, dental, vision benefits
Work from home opportunities
Health insurance

Company HQ

The Castro, San Francisco, CA

Leadership

John Herr

(CEO)

Also Board Member and Investor at EWN, GAN Security and Net Vendor. Previously CEO, Investor & Board Member at Arcoro.

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