Host Analytics Inc

Sales Development Rep

• Execute on outbound activities using the Planful tech stack
• Conduct discussions with prospects over the phone to identify and qualify opportunities
• Understand finance users’ pain points, gather requirements, and correlate business value to customer needs
• Partner with Account Executives to strategize your outbound approach to identifying opportunities in target accounts
• Gain an understanding of the FPM industry and the value our solutions provide customers
• Achieve quarterly quota
• Provide the Account Executive team with detailed call notes to ensure the opportunity is understood and the next steps are clearly defined
• Update and maintain customer information in Salesforce.com

Sales Development Representative – West

Solutions Engineer

• Assess and optimize existing implementations/builds of Planful’s Financial Performance Management Suite
• Manage multiple customer consultations and projects for Planful focused on planning, close management and reporting processes.
• Facilitate discovery and design sessions with clients to assess business requirements.
• Develop in-depth knowledge of key accounts through ongoing engagement, projects/initiatives and partnership with the Customer Success team.
• Analyze existing client financial planning and reporting processes to determine how these models will work best within the solution.
• Provide best practice recommendations and solutions to clients to ensure they are utilizing Planful with current, optimized methods.
• Provide escalation support and leadership to diagnose and resolve issues at a systemic/root cause.
• Be a trusted advisor and subject matter expert to clients in areas such as change management, business process design and redesign, process improvements and analytics.
• Participate in User Conference, delivering presentations about industry leading solutions.

Solution Architect

Outside Sales

• Lead, coach, and develop a team of Field Account Executives to achieve and exceed new customer acquisition goals.
• Drive a culture of accountability, collaboration, and high performance across all enterprise sales activities.
• Own and manage the enterprise new logo pipeline, ensuring accurate forecasting and disciplined deal management.
• Partner with Marketing, Product, Pre-Sales, and other internal teams to align go-to-market strategy and optimize conversion throughout the sales cycle.
• Develop and execute strategic plans to penetrate target enterprise accounts and expand Planful’s brand presence in key verticals.
• Build and maintain strong executive relationships within prospective accounts, including at the CFO and C-suite levels.
• Report on key performance metrics, pipeline health, and forecast accuracy to the Chief Sales Officer.
• Contribute to strategic planning and market feedback loops to shape Planful’s enterprise growth strategy.
• Foster a solutions-oriented, collaborative environment that embodies Planful’s core values and customer-first mindset.

Vice President – Field Sales

Project Manager

• Lead the full lifecycle of Planful implementation projects, from initiation through successful delivery and closure.
• Ensure each project is delivered on time, within scope, and within budget while maintaining a strong customer experience.
• Drive consistent communication and alignment across project stakeholders, both internal and external.
• Provide project governance and oversight, including detailed project planning, financial tracking, risk mitigation, and reporting.
• Identify and proactively manage risks, dependencies, and issues to keep projects on track.
• Facilitate regular project meetings, maintain documentation, and ensure timely updates on status and milestones.
• Act as the customer’s trusted advocate throughout implementation, ensuring goals and expectations are met.
• Partner cross-functionally to continuously improve delivery processes and contribute to the overall success of the Professional Services team.

Project Manager, Professional Services

Account Executive

• 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
• Quota-carrying role focused on generating new leads, managing existing client relationships, and driving revenue growth through consultative selling

Enterprise Account Executive

• Planful is the pioneer of financial performance management cloud software
• Functional lead on implementation projects
• Provide oversight during application configuration, testing, knowledge transfer and rollout
• Travel at least 25% of the time
• Lead discovery workshops, prototype and validate solutions with customers
• Define, design and implement integrated architectures for planning, reporting and analytics
• Support deployment and adoption activities of solutions
• Sell success and develop/present services proposals
• Lean on strong accounting and finance background
• Contribute to Services best practice methodology