Planful Logo

Planful

Account Executive

Posted 5 Days Ago
Remote
2 Locations
135K-145K
Senior level
Remote
2 Locations
135K-145K
Senior level
The Account Executive will generate leads, manage client relationships, and drive revenue growth through consulting selling of Planful's software, ensuring a robust pipeline and meeting sales targets.
The summary above was generated by AI

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, Specialized and Zappos rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at planful.com.

About the Role 

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.

Responsibilities 

  • 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

What you Bring to the Table

  • Minimum of 5+ years of experience in field sales,  selling SaaS business solutions to the office of the CFO
  • 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

Why Planful 

Planful exists to enrich the world by helping our customers and our people achieve peak performance. To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:

  • 2 volunteer days per year, Birthday PTO, and quarterly company Wellness Days
  • 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
  • Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, Austin, and most recently Palm Beach
  • Team-specific off-sites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco 
  • Remote first culture with benefits such as home office setup, and monthly wifi and cell phone reimbursements 
  • Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
  • Employee Resource Groups such as Women of Planful, LatinX at Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way

Pay Transparency Statement 

At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location. 

Our base salary band for this role is $135,000 - $145,000 USD per year. More details about our company benefits can be found here: https://planful.com/jobs/

Top Skills

SaaS

Similar Jobs

8 Hours Ago
Remote
Hybrid
Canada
Senior level
Senior level
Artificial Intelligence • Cloud • Information Technology • Sales • Security • Software • Cybersecurity
The Account Executive will drive new and renewal business opportunities with Enterprise accounts, exceed quotas, and collaborate with internal teams using various tools.
Top Skills: GongLinkedin Sales NavigatorSalesforceZoominfo
Yesterday
Easy Apply
Remote
3 Locations
Easy Apply
171K-266K
Senior level
171K-266K
Senior level
eCommerce • Software • Design • SEO
As a Corporate Account Executive, you'll build relationships, drive sales strategies, and manage the entire sales cycle for Webflow's products, focusing on customer needs and collaboration across teams.
Top Skills: DevelopmentSaaSWeb Design
2 Days Ago
Remote
Canada
Senior level
Senior level
Fintech • HR Tech • Payments • Social Impact • Financial Services
The Account Executive will drive revenue by selling DailyPay to potential clients in Canada, managing relationships, presentations, and sales efforts.
Top Skills: B2BFinancial And Analytical ToolsHr ProductSaaS

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account