Account Executive, Planful
Inside Sales
$75-90k
More information about location
Cloud FP&A Platform for Continuous Planning
Be an early applicant
Cloud FP&A Platform for Continuous Planning
501-1000 employees
Be an early applicant
$75-90k
More information about location
501-1000 employees
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.
Role
Who you are
- The ideal candidate will have 2+ years of direct sales experience, is ambitious, high-energy, has an insatiable appetite to learn and have a strong understanding of SaaS based financial planning solutions, or BI solutions
- 2+ years of direct / full-cycle sales experience selling SaaS business solutions to the office of the CFO
- Able to effectively accomplish activities in a fast-paced environment
- Excellent presentation and negotiation skills
- Ability to interact and influence C-level executives and team members
- History of meeting/exceeding new business sales targets
- Strong and effective written, oral and telephone skills
- Experience with CRM systems, social media and Microsoft Office
- Creative and highly passionate about sales
- You are all about results
- Strong work ethic
- Great communicator
- You are all about the customer
- Ability to establish rapport with people
- Passionate
- Entrepreneurship
What the job involves
- The Account Executive will play a key role in our 2024 growth strategy in the market
- Develop pipeline, maintain forecast accuracy, achieve/exceed monthly, quarterly and annual revenue targets
- Sell the entire Planful product stack and professional services
- Demonstrated understanding of the full sales life-cycle: prospecting, cold calling, qualifying, consultative selling, value selling, presenting, developing proposals, overcoming objections and closing sales
- Build relationships and collaborate with Planful Channel Partners, internal marketing, sales development teams, pre-sales and services teams
- Attend company trade shows, conferences, industry meetings and other avenues to initiate new sales of Planful
- Build and execute a sales plan to achieve revenue targets on a quarterly basis
- Carry-out customer centric meetings, presentations and product demonstrations both virtually and in person with key decision-makers and influencers
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
Insights
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 values
- Customers
- Teams
- Ownership
- Excellence
- Progress
Articles
Leadership
Grant Halloran
(CEO, not Founder)Having spent over 8 years at ANZ , Grant went onto cco-found ProductBank and Brand Manager. In 2007, he went onto become CEO of Orbis for 5 years. Since then, Grant has worked at Anaplan as CMO and OmniSci as CCO.
People progressing
Samantha joined Planful as HR & Admin Coordinator in May 2015 after working in HR for Moschip Semiconductor and Cyient. Since May 2022, she has served as Human Resources Operations Manager.
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