Account Executive, Field Sales (West)

About Us

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 23andMe, Bose, Boston Red Sox, Five Guys, 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 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

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,  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, and most recently - Palm Desert, California!
  • Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco 
  • Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for all employees, in-office or remote.
  • Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
  • Employee Resource Groups such as Women of 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 salary band for this role is $125,000 - $140,000 USD per year, dependent on working location and experience. More details about our company benefits can be found here: https://planful.com/jobs/

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