Regional Vice President, Inside Sales



Sales & Business Development
Posted on Wednesday, June 5, 2024

About Us

Planful is the pioneer of financial performance management cloud software. The Planful platform is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,300 customers, including Boston Red Sox, Bose, 23andMe, Zappos, and Five Guys rely on Planful to accelerate their cycle times, increase productivity, and improve accuracy. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at

About the Role

Planful is looking for experienced and highly self-motivated RVP of Sales – that has demonstrated a long and successful track record of building, leading and motivating sales teams selling and positioning enterprise software or software-as-a-service enterprise-wide solutions and / or financial applications into the mid-market in a very fast paced environment.

The RVP of Sales will be a relentless leader driving and leading all aspects of sales strategy, messaging, positioning and execution for the sales team. His/her role will be focused on enabling the sales team on being successful in prospecting in their respective territories and accounts identifying qualifying sales opportunities for them to engage in, manage and close.

In addition to a long and successful track record of building and managing successful sales teams selling business applications, the ideal candidate will have demonstrated a strong business acumen and an excellent ability to build internal and external executive level relationships. Experience in selling financial applications would be a clear advantage.


  • Build, develop, coach, motivate and manage a sales team capable of successfully executing the company’s sales initiatives with a focus on new customer acquisition.
  • Consistently exceed quarterly and annual sales quotas at the regional and the individual levels.
  • Provide accurate forecasting/pipeline information to VP Sales coupled with tight management of key performance metrics.
  • Proactively work with sales reps to develop and implement sales strategy across key accounts.
  • Proactively manage all sales reps’ activities and duties to drive a healthy pipeline and achieve optimal results.
  • Work effectively across other functional teams.
  • Develop annual regional sales plan in support of organizational strategy and objectives, proactively prospecting and identifying sales opportunities in sales reps’ target territories.
  • Work very closely and effectively with all other internal functions (such as pre-sales, product, legal and finance) to deliver on sales targets.

What you Bring to the Table

  • 5+ years successful sales track record building, developing, coaching and managing high performance successful sales teams selling enterprise software or software-as-a-service solutions.
  • Working knowledge of Financial Planning and Analysis and/or Accounting standards and practices.
  • A demonstrated ability to lead people and get results through others.
  • Track record of meeting/exceeding monthly, quarterly and annual sales targets managing sales teams managing complex sales cycles.
  • Strong analytical skills, ability to problem-solve, and apply critical thinking to inform recommendations and decision-making.
  • Proven ability to deliver accurate and timely forecasts at all stages of the quarter.
  • Proven negotiation skills to conclude complex legal and commercial negotiations.
  • Proven track record of building relationships at all levels of an organization.
  • An ability to think ahead and plan over the course of the year and beyond.
  • Problem analysis and problem resolution at both a strategic and functional level.
  • Track record of coaching, developing and performance-managing employees.
  • Strong customer orientation and relationship building.
  • Excellent interpersonal and communication skills including presentation skills.
  • Experience of CRM systems (Salesforce experience is a prerequisite).
  • Experience of all Microsoft Office applications.

Why Planful

Planful exists to enrich the world by helping our customers and our people achieve peak performance. To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:

  • 2 Volunteer days, Birthday PTO, and quarterly company Wellness Days
  • 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
  • Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, and most recently - Austin, Texas!
  • Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
  • Remote first culture with benefits such as home office setup, and monthly wifi and cell phone reimbursements
  • Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
  • Employee Resource Groups such as Women of Planful, LatinX at Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way

Pay Transparency Statement

At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location.

Our base salary for this role starts at $150,000 CAD. As a part of this role, you are also eligible for equity, benefits, wellbeing resources, and commissions/bonuses. More details about our company benefits can be found here: