COMPANIES THAT INSPIRE

Account Manager

About Us

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, 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 1,500 customers, including 23andMe, Bose, Boston Red Sox, Five Guys, and Zappos, rely on Planful to accelerate 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 planful.com.

About the Role

Planful is looking for an experienced and highly self-motivated Account Management professional to help grow a specialized portfolio of our customers. The ideal candidate has a demonstrated and successful track record of building and nurturing long-term relationships with Mid-Market customers, with a passion for the blend between technology and finance. This role has the ultimate objective of ensuring our customers are satisfied with our services, committed to a long term partnership and an increasing investment over time.

The Account Manager will work as a strategic advisor to the customer base (established, upper Mid-Market client accounts) — aligning not only to the customers’ Planful initiatives, but also their internal processes, bottlenecks, and corporate strategy. You’ll build trusted relationships across multiple levels and personas within your accounts, and operate as a key liaison between the customer and Planful’s internal collaborators, including departments like renewals, solutions consultants, professional services, and more.

Responsibilities

• Proactively, identify, qualify and upsell within your existing sales pipeline of Mid-Market accounts (100% existing logos)
• Build strong and effective relationships, resulting in growth opportunities
• Responsible for annual revenue targets linking to upsell and cross-sell opportunities within your existing book of business
• Work closely with the Customer ecosystem, Solutions consulting organization and professional services team to maximize deal sizes
• Proactively and creatively reach out with insight driven content
• Regular updating of notes/steps in Salesforce.
• Assist sales and marketing to identify clients willing to assist in references and marketing events

What you Bring to the Table

• 3+ years successful track record of sales in the enterprise software or software-as-a-service market selling into an established client base
• Experience with large-scale, technologically sophisticated accounts and upper mid-market customers in a fast paced SaaS environment
• Experience driving adoption and change management within tech organizations. We’ll teach you all about the Planful product suite, but prior exposure to FP&A, ERP, EPM, etc is a plus
• High levels of organization in your workflows - you understand what it means to be responsible for a customer portfolio and to prioritize your time efficiently
• A passion for partnership and collaboration. You’ll need to partner with multiple Planful teams on a regular basis (Sales, Marketing, Support, Product, C-Suite) to achieve your customer outcomes
• Outstanding verbal and written communication skills. You’ll be presenting to diverse and senior audiences, ranging from financial analysts to CFOs
• A growth mindset. Committed to your own personal and professional development and the growth of those around you
• Personal Characteristics:
• Customer focus
• Ability to Adapt
• Strong work ethic
• Passionate commitment to the company and your profession
• Problem solver
• Accountability
• Entrepreneurship
• Sense of urgency
• Flexibility and adaptability

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 - Palm Desert, California!
• Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
• Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for all employees, in-office or remote.
• Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
• Employee Resource Groups such as Women of 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 salary band for this role is $90,000 - $115,000 USD per year, dependent on working location and experience. More details about our company benefits can be found here: https://planful.com/jobs/