Teams at Planful

Execute outbound prospecting, qualify leads by phone, gather finance-user requirements, collaborate with AEs, maintain Salesforce, and hit quarterly quota for SaaS FP&A solutions.

Lead, hire, coach and scale a 6–10 person SDR team to generate qualified pipeline through outbound prospecting, inbound qualification, account-based motions, and product-led signals. Partner with Sales and Marketing, establish performance frameworks and KPIs, and develop playbooks to improve outreach, conversion, and pipeline quality for enterprise SaaS sales.

The Implementation Consultant will onboard clients to the Planful platform, translating business needs into solutions and ensuring project delivery excellence.