Placer.ai

Financial Planning and Analysis

• Lead company-wide financial forecasting, annual planning, and long-range financial modeling
• Drive a rolling multi-quarter forecast process with rigorous variance analysis and executive-level insight
• Build performance frameworks that connect operating metrics to financial outcomes
• Support Board and investor reporting with high-quality, decision-oriented analytics
• Evaluate the financial impact of new initiatives, product launches, pricing changes, and strategic investments
• Validate and challenge revenue forecasts to ensure integrity and predictability
• Own compensation audit processes and ensure alignment between incentive plans and financial targets
• Lead pricing and packaging analytics to optimize monetization and margin expansion
• Deliver cross-motion revenue analytics (enterprise, mid-market, self-serve, new logo vs. expansion)
• Establish strong data integrity governance standards across revenue reporting
• Partner closely with the CRO and Revenue Operations to ensure alignment between execution and financial strategy
• Provide independent financial perspective on territory models, capacity planning assumptions, and growth investments
• Support executive decision-making with clear scenario modeling and trade-off analysis
• Build and mentor a high-performing FP&A and revenue analytics team
• Improve systems, processes, and reporting infrastructure to increase speed and accuracy
• Ensure scalable financial controls as the company continues to grow

Vice President, Finance

Customer Success Manager

• Own onboarding, nurturing, retention, upselling and ongoing success for all customers
• Refine the customer journey, design listening points and define/refine the segmentation of customer base to ensure highly efficient alignment of resources
• Engage actively in client discussions to position the value of our solution
• Partner with cross functional teams to ensure customer feedback is incorporated into the product roadmap

Senior Customer Success Manager

Solutions Engineer

• Prototyping & Ideation: Envision and build high-impact technical prototypes that demonstrate the power of Placer’s data within a partner’s unique environment.
• Technical Integration: Lead the end-to-end technical design of new partnerships, defining everything from data schemas and freshness requirements to API protocols and secure delivery at scale.
• Technical Diplomacy: Serve as the primary technical point of contact for partner engineering teams, navigating complex security reviews and architectural hurdles to keep high-value deals moving toward execution.
• Lead Technical Validation: Execute bespoke demos, POCs, and data trials to secure the technical win for strategic accounts.
• Translate Value: Convert complex discovery insights into ROI-focused narratives for executive and technical stakeholders.
• Partner on Strategy: Collaborate with Sales on account planning and technical strategy for high-contract-value opportunities.
• Prove Utility: Validate Placer’s data accuracy and methodology against the customer's specific business environment.
• Drive Enablement: Transition post-sale to empowering customers to independently achieve and showcase their own wins.
• Drive growth and innovation in Placer- Initiate internal discussion around key features that can be added to the Placer product roadmap.

Senior Solutions Engineer

Revenue Operations

• Partner with the CRO and executive team to define the multi‑year revenue strategy, including segmentation, coverage model, and capacity planning across direct, channel, and self‑serve motions.
• Lead the annual and quarterly GTM planning process: targets, territories, quotas, headcount plans, compensation design, and budget alignment across Marketing, Sales, Customer Success, and Partnerships.
• Develop and maintain a unified revenue performance framework (pipeline, conversion, cycle time, retention, expansion) to guide investment decisions and trade‑offs.
• Own the Revenue enablement program for all functions within the organization.
• Own end‑to‑end GTM process design from lead to renewal and expansion (lead management, qualification, opportunity management, deal desk, order management, handoffs to onboarding and CS, renewal playbooks).
• Standardize and continuously improve processes for different DevOps segments while preserving regional and segment flexibility where needed.
• Build robust dashboards and analytics for pipeline health, forecast accuracy, cohort retention, product adoption, pricing/discounting, and sales productivity; turn insights into recommendations and action.
• Own the companywide revenue forecasting process and drive continuous improvements in accuracy, timeliness, and scenario modelling.
• Serve as the connective tissue between Marketing, Sales, Customer Success, Product, and Finance to ensure alignment on ICP, segmentation, messaging, pricing/packaging, and lifecycle plays.
• Build and lead a high‑performing RevOps organization spanning sales operations, marketing operations, CS operations, systems/administration, analytics, and deal desk.

Vice President – Revenue Operations

Sales

• Hire, coach, and scale a team of 6–8 AEs.
• Own the segment's quota and manage the full sales funnel.
• Coach team on sales execution against MEDDICC.
• Actively participate in key discovery calls and demos.
• Use Gong Forecasting for weekly, signal-based forecasts.
• Work closely with the RVP and Marketing to refine the Playbook.

Sales Director – Retail, Restaurant

Account Executive

• You will use your skills to develop opportunities, through both warm leads and whitespace prospecting
• Be a leader at Placer by being the “quarterback” with our customers, and internal teammates to ensure high satisfaction and growing revenue in our Strategic Account base.
• Build a strong point of view on how to help the customer, and drive value to Placer.
• Segment book of business to ensure proper focus and resourcing to our top opportunities.
• Partner with the Customer Success, Sales Development, and Solutions Engineer team to develop and execute win/win negotiation strategies that maximize renewal contract value while protecting and enhancing the customer relationship.
• Building credibility and trust while influencing buying decisions.
• Drive existing customer conversations around new products to hit expansion quotas.
• Manage the sales process whether during renewal timing or outside the typical renewal cycle.
• Forecast projected expansion sales and renewals.
• Provide regular updates on status to management and escalate as appropriate.
• Drive conversations with customers on multi-year contracts.
• Identify customer needs and demonstrate strong account management capabilities to drive renewal to on-time closure.
• Be an expert negotiator selling the value of our products
• Work cross functionally to develop retention and expansion strategies.

Account Executive, CPG

• Lead Technical Validation: Execute bespoke demos, POCs, and data trials to secure the technical win for strategic accounts.
• Translate Value: Convert complex discovery insights into ROI-focused narratives for executive and technical stakeholders.
• Partner on Strategy: Collaborate with Sales on account planning and technical strategy for high-contract-value opportunities, net business and expansion.
• Prove Utility: Validate Placer’s data accuracy and methodology against the customer's specific business environment.
• Drive Enablement: Transition post-sale to empowering customers to independently achieve and showcase their own wins.
• Drive growth and innovation in Placer- Initiate internal discussion around key features that can be added to the Placer product roadmap.

• Own the entire sales process from initial prospecting and discovery to contract negotiation and closing for new logos
• Develop strategic account plans for existing clients to drive upsell and cross-sell revenue
• Act as a subject matter expert on FinTech trends and regulatory changes
• Build and maintain relationships across multiple business units and levels
• Partner with Sales Engineering and Product teams to customize solutions
• Maintain a high level of CRM hygiene and provide accurate quarterly revenue forecasts

Strategic Account Executive, Financial Services

Account Executive, Restaurant/Retail

Account Executive, Commercial

Account Manager

• Own onboarding, support, retention, ongoing success for all Marketplace partners
• Stay up to date with partner products and capabilities including new and upcoming partner product releases
• Participate in partner onboarding including managing the process with Placer’s Product and R&D teams for initial data delivery and API setup
• Support Placer’s Sales, Expansions, and Customer Success teams by helping to answer questions about Marketplace products, including coordinating with partners to participate in customer calls
• Work with the Business Development team to ensure that legal agreements including NDAs and data evaluation agreements are submitted and signed to rapidly
• Engage actively in partner discussions to position the value of the Placer Marketplace
• Partner with cross functional teams to ensure customer feedback is delivered to partners and responses and data updates are shared with Placer’s Customer Success team

Strategic Account Manager

• Develop opportunities through warm leads and whitespace prospecting
• Partner with Customer Success, Sales Development, and Solutions Engineer teams to execute negotiation strategies
• Manage sales process and forecast projected expansion sales
• Build credibility and trust while influencing buying decisions

Manager

• Lead, coach, and mentor a team of Account Managers to achieve and exceed their renewal and expansion quotas.
• Develop and implement a comprehensive forecasting strategy for renewals and expansion revenue, providing regular, accurate reports to leadership.
• Conduct performance reviews, set individual goals, and provide ongoing feedback to foster a high-performing team culture.
• Create and implement training programs for the Account Management team to enhance product knowledge, negotiation skills, and sales strategies.
• You will use your skills to develop opportunities, through both warm leads and whitespace prospecting
• Be a leader at Placer by being the “quarterback” with our customers, and internal teammates to ensure high satisfaction and growing revenue in our Strategic Account base.
• Build a strong point of view on how to help the customer, and drive value to Placer.
• Segment book of business to ensure proper focus and resourcing to our top opportunities.
• Partner with the Customer Success, Sales Development, and Solutions Engineer team to develop and execute win/win negotiation strategies that maximize renewal contract value while protecting and enhancing the customer relationship.
• Building credibility and trust while influencing buying decisions.
• Drive existing customer conversations around new products to hit expansion quotas.
• Manage the sales process whether during renewal timing or outside the typical renewal cycle.
• Forecast projected expansion sales and renewals.
• Provide regular updates on status to management and escalate as appropriate.
• Drive conversations with customers on multi-year contracts.
• Identify customer needs and demonstrate strong account management capabilities to drive renewal to on-time closure.
• Be an expert negotiator selling the value of our products
• Work cross functionally to develop retention and expansion strategies.