Job Description
About Planful:
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’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.
About the role:
As a Senior Solution Consultant, you will be a subject matter expert working with prospective Planful customers as they evaluate their current business challenges, finance transformation goals, and technology needs. You will bring deep experience in financial performance management and a strong understanding of how EPM solutions support planning, budgeting, forecasting, consolidations, reporting, and analytics.
Planful is looking for a dynamic, high-energy professional with prior hands-on experience working with EPM tools and at least 3+ years of experience selling EPM solutions. In this role, you will partner closely with Sales, Product, Customer Success, and other cross-functional teams to support prospective customers throughout the evaluation process and help demonstrate the value of the Planful platform.
You’ll work as part of an extended team from the earliest stages of customer engagement through the complete sales cycle, delivering tailored demonstrations, leading discovery conversations, supporting proofs of concept, and helping prospective customers understand how Planful can address their most critical finance and accounting needs.
Responsibilities
Support the sales cycle through solution-based activities, including customized product demonstrations, proofs of concept, discovery sessions, and hands-on workshops.
Lead consultative conversations with prospective customers to understand their FP&A, accounting, consolidation, reporting, and analytics challenges.
Confidently present industry and domain expertise to demonstrate a strong understanding of customer needs and EPM best practices.
Demonstrate the business benefits and value of Planful’s solutions in the context of each customer’s goals, processes, and pain points.
Partner with Account Executives to drive the initial evaluation and qualification of customer opportunities.
Translate business requirements into compelling solution narratives that show how Planful can improve planning, close, reporting, and decision-making processes.
Maintain strong product competence by staying current on new product enhancements, best practices, and market trends across the EPM space.
Bring a high level of energy, professionalism, and executive presence to customer and internal interactions.
Embrace an entrepreneurial spirit by contributing creative ideas, perspectives, and recommendations across sales cycles and internal initiatives.
Collaborate cross-functionally with Sales, Product, Customer Success, and Enablement teams to support customer outcomes and improve the sales process.
What you Bring to the Table
Prior experience working with EPM, CPM, FP&A, consolidation, planning, budgeting, forecasting, or financial reporting tools.
3+ years of experience selling EPM solutions, preferably in a pre-sales, solution consulting, sales engineering, related customer-facing role, or similar roles supporting finance and accounting buyers.
Strong working knowledge of FP&A and/or accounting standards, processes, and common challenges faced by finance teams and business stakeholders.
Ability to understand and explain both business and technical issues related to a customer’s proposed solution.
Proven ability to deliver compelling product demonstrations and presentations to finance, accounting, and executive audiences.
Strong executive presence with outstanding written, verbal, organizational, and time management skills.
Ability to execute against a plan, demonstrate ownership, and manage multiple opportunities and priorities effectively.
Experience with cloud-based finance, ERP, BI, or analytics solutions is a plus.
A collaborative mindset, strong curiosity, and passion for helping customers modernize financial performance management.
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 a 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, and most recently - Austin, Texas!
- Team-specific offsites 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, 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 range OTE for this role is $200,000-240,000. As a part of this role, you are also eligible for commission, equity, benefits, and wellbeing resources. More details about our company benefits can be found here: https://planful.com/jobs/
