Field Account Executive, Planful
$125-140k
More information about location
Cloud FP&A Platform for Continuous Planning
Open for applications
Cloud FP&A Platform for Continuous Planning
501-1000 employees
Open for applications
$125-140k
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
- Minimum of 3 years of experience in field sales, preferably in SaaS or fintech space
- Proven track record of exceeding sales quotas and revenue targets, with a demonstrated ability to prospect, qualify, and close deals
- Excellent presentation, verbal, and written communication skills with the ability to articulate complex concepts and solutions in a clear and concise manner
- Ability to work independently, manage a complex sales cycle, and prioritize tasks effectively
- A self starter with growth mindset and strong hunger to develop and sustain relationship with stakeholders
- You are open to diverse feedback and willingness to learn from various perspectives of the business
What the job involves
- Planful is seeking a highly motivated and experienced Field Sales Account Executive to join our growing sales team during this period of hypergrowth
- The Field Sales Account Executive will be responsible for generating new leads, managing relationships with existing clients, and driving revenue growth through consultative selling of our software
- This is a quota-carrying position with a focus on building and maintaining a robust pipeline of qualified prospects and closing deals
- Drive new business sales revenue by prospecting, qualifying, and closing opportunities with target accounts within the assigned territory
- Build and manage a robust pipeline of qualified leads, tracking and reporting progress against assigned quotas and revenue targets
- Provide the management team with reports on customer needs or interests, potential new leads, and competitive propositions
- Develop and maintain relationships with target accounts and stakeholders, work closely with them to understand business needs and articulate Planful’s offer value
- Conduct product demos and presentations to prospective clients, leveraging in-depth knowledge of our tool
- Collaborate with cross-functional teams to ensure the successful implementation and adoption of Planful's solutions
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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