{"jobs":[{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8752529002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6500664002,"location":{"name":"Remote, North America"},"metadata":null,"id":8752529002,"updated_at":"2026-09-10T13:26:38-04:00","requisition_id":"850","title":"Campaign Manager ","company_name":"Planful","first_published":"2026-08-26T17:10:23-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;a class=\u0026quot;notion-link-token notion-focusable-token notion-enable-hover\u0026quot; href=\u0026quot;http://planful.com/\u0026quot; data-token-index=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;link-annotation-unknown-block-id-955953626\u0026quot;\u0026gt;Planful.com\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Planful is looking for a highly driven Campaign Manager to take ownership of demand generation campaign strategy and execution, from owned and sponsored webinars to full-funnel nurture, event promotion, and direct mail programs. This is an execution-first role: you\u0026#39;ll work closely with our Director of Demand Generation and Senior ABM Campaign Manager to bring everything to life on time, then own the reporting and communicate results back to every stakeholder involved.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The ideal candidate has a bias for action and treats deadlines as non-negotiable. They\u0026#39;re always looking for the next test to run or the next thing to improve, and they care about the outcome, not just the output, staying focused on generating pipeline that Sales can work and that turns into revenue.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the demand gen campaign calendar end to end, keeping every program on schedule and error-free from kickoff to wrap.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build, schedule, and launch email programs, including dedicated sends and event-related email.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own evergreen programs across the full funnel, from early-stage education tracks through mid-funnel consideration content to late-stage, sales-ready nurture.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage webinar production from registration page through post-event follow-up, including promotion, speaker coordination, and attendee experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Plan and execute direct mail and gifting campaigns, coordinating timing and targeting with ABM and Sales priorities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Source the copy and assets that power webinars, nurture tracks, and email programs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with Creative, Product Marketing, and Sales to keep messaging, assets, and timing aligned across every campaign.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own reporting for every campaign you execute, covering registrations, attendance, email performance, pipeline contribution, and ROI.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Report results back to all key stakeholders on a consistent cadence.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Turn campaign data into clear takeaways that inform the next test or iteration.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bring a test-and-iterate mindset to every campaign, running structured tests on subject lines, send times, webinar formats, and gifting offers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use campaign results to refine playbooks and improve performance over time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use AI tools like Claude to speed up day-to-day execution, from drafting email and nurture copy to summarizing campaign reporting.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use AI to support the test-and-iterate process, generating and evaluating test variants for subject lines, webinar formats, and offers faster than manual testing alone.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage third-party lead gen vendor programs, from selection and setup through delivery, ensuring lead quality and program ROI hold up against targets.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You Bring to the Table\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3-5 years of experience in demand generation or campaign marketing, with hands-on execution across email, webinars, and direct mail or offline programs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High personal drive to execute programs on time, with the discipline to manage multiple concurrent campaigns without dropping details.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cares about what happens to a lead after the campaign ends, not just whether it launched on time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A test-and-iterate mindset, comfortable running experiments and using the results to improve future campaigns.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong reporting skills, comfortable owning campaign performance reporting and presenting results to stakeholders across the business.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent cross-functional collaboration skills, particularly partnering with growth marketing and ABM stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience supporting or executing account-based marketing (ABM) programs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable working in Notion to stay organized across campaigns and cross-functional projects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable using AI tools day to day to speed up execution and support testing.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in B2B SaaS, especially in finance, FP\u0026amp;amp;A, or related software categories.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Planful\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Talkspace access and mental health support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 \u0026amp;amp; communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Transparency Statement\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s skillset, experience, knowledge, qualifications for the role, and specific work location.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our salary band for this role is $115,000 - $130,000 USD per year, dependent on working location and experience. More details about our company benefits can be found here: \u0026lt;a href=\u0026quot;https://planful.com/jobs/\u0026quot;\u0026gt;https://planful.com/jobs/\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4048206002,"name":"Marketing","child_ids":[],"parent_id":null}],"offices":[{"id":4027941002,"name":"Remote (North America)","location":null,"child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8807305002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6524514002,"location":{"name":"Scottsdale, Arizona "},"metadata":null,"id":8807305002,"updated_at":"2026-09-14T20:01:07-04:00","requisition_id":"856","title":"Director of People Operations ","company_name":"Planful","first_published":"2026-09-14T18:19:37-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;Planful is at an exciting inflection point. We have a new CEO, ambitious goals, and a meaningful opportunity to continue evolving how we operate, lead, and build a high-performing culture across our global team. Reporting to the Chief People Officer, the Director of People will partner closely with the CPO and company leaders to translate business priorities into practical people programs that make a measurable difference.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a true player-coach role. You will lead and develop a small team, while remaining deeply hands-on in the work. On any given day, you may coach a leader through a team challenge, handle a sensitive employee matter, review people data, improve a process, or personally build and launch a new program. We are looking for someone who can think strategically, make sound decisions, and then roll up their sleeves to deliver.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with the Chief People Officer and company leaders to set people priorities and turn them into clear, practical plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead, coach, and develop a small People team. Set clear priorities, remove roadblocks, and step directly into the work when needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a trusted advisor to leaders and managers on organizational effectiveness, performance, talent decisions, workforce planning, and team health.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own complex and sensitive employee relations matters from start to finish, balancing sound judgment, consistency, employee experience, and compliance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design and personally drive programs across performance management, talent development, succession planning, manager enablement, employee engagement, and culture.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use people data and employee feedback to identify trends, recommend action, and provide clear monthly reporting to the People team and business leaders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee compensation and benefits programs and partner with Finance and executive leadership on planning, budgets, and equitable pay practices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure the day-to-day People function runs reliably, including HRIS management, data integrity, reporting, policies, and core employee lifecycle processes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain practical, compliant people policies and processes across the locations in which Planful operates, staying current on relevant employment laws and regulations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Simplify how work gets done. Identify gaps, break problems into manageable pieces, and follow through until the solution is in place.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adapt quickly as business needs change and take on new priorities without losing visibility or momentum across existing work.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;What You Will Bring\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Progressive People or HR leadership experience within a \u0026lt;strong\u0026gt;fast growing SaaS company.\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Broad, hands-on expertise across employee relations, performance management, talent, engagement, compensation, and people operations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience succeeding as a player-coach, leading a small team while personally owning important work and delivering high-quality outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong business judgment and the confidence to advise senior leaders, challenge constructively, and navigate sensitive or complex situations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep knowledge of HR practices and U.S. employment law. Experience supporting international teams is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The ability to connect people priorities to business goals and design programs that are practical, scalable, and easy for leaders and employees to use.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical and problem-solving skills, with the ability to turn data and feedback into clear recommendations and action.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A track record of operating effectively in a fast-paced environment with changing priorities and some ambiguity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear, thoughtful communication and a leadership style that builds trust, accountability, and strong partnerships across the business.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Rippling, Notion, Greenhouse, Google Suite and AI tools preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ideal candidate location is Scottsdale, Arizona as we\u0026#39;re building a Planful AZ hub.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Why Planful\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Talkspace access and mental health support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 \u0026amp;amp; communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Pay Transparency Statement\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s skillset, experience, knowledge, qualifications for the role, and specific work location.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our salary band for this role is $150,000 - $185,000 USD OTE per year, depending on working location and experience. More details about our company benefits can be found here: https://planful.com/jobs/\u0026lt;/p\u0026gt;","departments":[{"id":4048203002,"name":"People Operations","child_ids":[],"parent_id":null}],"offices":[{"id":4138664002,"name":"Scottsdale","location":"Scottsdale, Arizona, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8742391002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6496018002,"location":{"name":"Remote, North America"},"metadata":null,"id":8742391002,"updated_at":"2026-09-10T13:24:43-04:00","requisition_id":"849","title":"Field Marketing and Events Manager","company_name":"Planful","first_published":"2026-08-24T11:59:40-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;a class=\u0026quot;notion-link-token notion-focusable-token notion-enable-hover\u0026quot; href=\u0026quot;http://planful.com/\u0026quot; data-token-index=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;link-annotation-unknown-block-id-955953626\u0026quot;\u0026gt;Planful.com\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Planful is seeking a Field Marketing \u0026amp;amp; Events Manager to serve as the connective tissue between our Marketing and Sales teams while owning the end-to-end execution of our field event program. This individual will be the primary liaison, ensuring marketing and sales stay aligned on priorities, campaigns, and follow-up, while also driving the logistics of field events, executive dinners, and tradeshows from concept through post-event reporting. This person will also help support event logistics for our annual user conference.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You are highly organized, an excellent communicator, and comfortable juggling multiple events and stakeholders at once in a fast-paced environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Liaise with and own the relationship between Marketing and the Sales team, ensuring ongoing alignment on priorities, campaigns, and lead follow-up.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own and execute logistics for a full slate of events, including field events, executive dinners, and tradeshows.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead event ideation and concept development, including theming and format selection.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build event briefs, landing pages, and email promotions for each event.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage onsite logistics, including venue selection, vendor and catering coordination, AV, shipping, and staffing.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own event follow-up, including post-event communications, lead handoff, and reporting on metrics such as attendance, pipeline influence, and ROI.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support event logistics for Planful\u0026#39;s annual user conference.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on the success of field marketing campaigns and events, partnering with marketing operations to measure KPIs and ROI.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and coordinate vendor relationships and event budgets, ensuring resources are allocated effectively.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You Bring to the Table\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2-3+ years of experience in B2B SaaS marketing, with preferred experience in field marketing and event management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven experience planning and executing successful field events, dinners, and tradeshows end-to-end.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong project management skills, with the ability to manage multiple events and priorities simultaneously.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent organizational and logistical skills, with a strong attention to detail.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong written and verbal communication skills, with the ability to work cross-functionally with sales, marketing, and executives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical skills, with the ability to track and report on the success of marketing programs and events.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Salesforce and marketing automation platform experience preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with enterprise software or SaaS companies is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Planful\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Talkspace access and mental health support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 \u0026amp;amp; communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Transparency Statement\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s skillset, experience, knowledge, qualifications for the role, and specific work location.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our salary band for this role is $95,000 - $110,000 USD per year, dependent on working location and experience. More details about our company benefits can be found here: \u0026lt;a href=\u0026quot;https://planful.com/jobs/\u0026quot;\u0026gt;https://planful.com/jobs/\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4048206002,"name":"Marketing","child_ids":[],"parent_id":null}],"offices":[{"id":4027941002,"name":"Remote (North America)","location":null,"child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8507480002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6398452002,"location":{"name":"Remote, North America"},"metadata":null,"id":8507480002,"updated_at":"2026-09-10T13:28:36-04:00","requisition_id":"824","title":"Implementation Consultant ","company_name":"Planful","first_published":"2026-04-14T19:48:15-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;About the Role\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;The Implementation Consultant plays a critical role in delivering exceptional customer outcomes during the onboarding and deployment of the Planful platform. Reporting to the Director of Delivery Services, this role sits at the heart of the customer journey, translating customer business requirements into scalable, high-quality solutions while reinforcing trust, adoption, and long-term value.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role requires a blend of technical aptitude, financial acumen, and consultative customer engagement. Successful Implementation Consultants operate as trusted advisors, balancing best practices with customer-specific needs, while partnering closely with internal teams to ensure delivery excellence, predictable outcomes, and customer satisfaction.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3+ years of hands-on experience in Accounting, Finance, FP\u0026amp;amp;A, or related domains.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior consulting or professional services experience, ideally in SaaS or enterprise software.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience implementing financial systems, EPM/FPM platforms, or complex business applications is strongly preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong consultative mindset with the ability to balance customer needs and product best practices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to communicate effectively with both technical teams and senior-level customer executives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable delivering a thoughtful, professional “consultative no” when needed to protect customer outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to ramp quickly on new technologies in a high-growth, evolving environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborative team player with the ability to work independently and manage multiple priorities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adaptable to diverse customers, industries, and project teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Assist with\u0026amp;nbsp; implementations of the Planful Financial Performance Management Suite, from design through go-live.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with customers to understand their financial processes and translate those requirements into effective, scalable Planful solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Guide customers toward best practices while thoughtfully challenging requirements that could limit long-term value or scalability.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure high-quality configuration, testing, validation, and rollout of the solution to drive adoption and measurable outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Execute project deliverables in alignment with Planful’s Services methodology, contributing to continuous improvement of delivery standards and tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage scope, timelines, and risks to ensure predictable, on-time project delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive services performance metrics, including customer satisfaction, utilization, and project margin.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead customer and partner enablement sessions, including training, knowledge transfer, and post-implementation handoff.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build strong relationships with customer stakeholders, including finance leaders and senior executives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a cross-functional partner to Sales, Customer Success, and Product teams to ensure a seamless customer experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide feedback from the field to inform product enhancements, services offerings, and customer experience initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Why Planful\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;div\u0026gt;To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Talkspace access and mental health support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 \u0026amp;amp; communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;Pay Transparency Statement\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;At Planful our top priority is to support our employees and ensure each individual has\u0026amp;nbsp;access to equal growth opportunities. Pay decisions take into consideration the individual\u0026#39;s skillset, experience, knowledge, qualifications for the role, and specific work location.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The OTE range for this role is $85,000 - $100,000 USD per year, depending on experience and location. As a part of this role, you are also eligible for equity, benefits and wellbeing resources.\u0026lt;/p\u0026gt;","departments":[{"id":4050833002,"name":"Professional Services","child_ids":[],"parent_id":null}],"offices":[{"id":4027941002,"name":"Remote (North America)","location":null,"child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8661005002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6458338002,"location":{"name":"Remote (North America)"},"metadata":null,"id":8661005002,"updated_at":"2026-09-10T15:06:55-04:00","requisition_id":"844","title":"Principal Architect","company_name":"Planful","first_published":"2026-07-31T16:30:59-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h4\u0026gt;About the Role\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;As a Principal Engineer, you will be responsible for the architectural design and end-to-end implementation of a high-performance OLAP query engine and semantic layer. The primary goal is to develop a custom JSON-based query language (DSL) and a translation engine that converts these requests into optimized SQL for columnar databases. This role requires a deep understanding of systems programming, compiler theory, and multi-dimensional data modeling to serve high-concurrency read loads in a microservices environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You\u0026#39;ll Do\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Architectural Design \u0026amp;amp; Query Execution\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Compiler \u0026amp;amp; DSL development: Design a custom JSON-based OLAP query language. Define eBNF grammars and build a translation layer to convert functional formulas and DSL requests into an optimized execution plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;SQL generation \u0026amp;amp; optimization: Implement and oversee the generation of highly optimized SQL tailored for columnar databases including ClickHouse, SingleStore, and DuckDB.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Semantic layer management: Architect the representation of multi-dimensional data models within columnar structures, ensuring efficient data retrieval and aggregation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Custom function logic: Implement logic for custom functions, determining the optimal balance between SQL push-down and application-layer execution\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Caching \u0026amp;amp; Performance Engineering\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Multi-dimensional caching: Envisage and implement a distributed caching strategy for multidimensional data, utilizing shared memory systems like Redis.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Concurrency \u0026amp;amp; scaling: Build and maintain high-performance microservices using Java (Micronaut or Spring Boot) with Project Loom (Virtual Threads) to handle massive concurrent read loads.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Low-level optimization: Manage system-level performance including connection pooling, array pooling, and off-heap memory management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;JVM tuning: Apply expert knowledge of Java Garbage Collectors (including ZGC and Shenandoah) to maintain low-latency response times.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engineering Excellence \u0026amp;amp; AI Integration\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;AI-augmented development: Leverage AI coding agents and tools to accelerate the software development lifecycle, from prototyping to debugging.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical documentation: Maintain a disciplined approach to software development by documenting architectural decisions, design patterns, and technical specifications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical leadership: Act as the primary technical authority on query engine internals, providing guidance on complex systems-level challenges.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;What We\u0026#39;re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;15+ years in software engineering with a focus on backend systems and data\u0026amp;nbsp;infrastructure\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong theoretical and practical knowledge of compilers, ASTs, eBNF, and query\u0026amp;nbsp;planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;In-depth understanding of SQL, query optimization, and the internal workings of columnar databases\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert proficiency in Java, specifically regarding multi-threading, asynchronous I/O, networking, and memory management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven experience in designing distributed caching layers and managing state\u0026amp;nbsp;across microservices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to decompose complex data problems into scalable architectural components\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear verbal and written communication skills, with a strong tendency to document thoughts and architectural ideas\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A rigorous approach to software craftsmanship, including testing, telemetry, and performance benchmarking\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Minimum of 1 year of experience using AI coding agents to enhance development\u0026amp;nbsp;productivity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience developing financial systems such as ERP, EPM, or General Ledger platforms is an added plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Why this Role\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;You will own the internals of the query engine at the heart of a next-generation financial planning platform — the layer where compiler theory, columnar database performance, and multi-dimensional semantics converge.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Planful\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Talkspace access and mental health support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 \u0026amp;amp; communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;Pay Transparency Statement\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;At Planful our top priority is to support our employees and ensure each individual has\u0026amp;nbsp;access to equal growth opportunities. Pay decisions take into consideration the individual\u0026#39;s skillset, experience, knowledge, qualifications for the role, and specific work location.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The OTE range for this role is $325,000 - $375,000 USD per year, depending on experience and location. As a part of this role, you are also eligible for equity, benefits and wellbeing resources.\u0026lt;/p\u0026gt;","departments":[{"id":4050832002,"name":"Engineering","child_ids":[4048213002,4048192002,4048201002],"parent_id":null}],"offices":[{"id":4027941002,"name":"Remote (North America)","location":null,"child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8793147002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6517889002,"location":{"name":"Remote, North America"},"metadata":null,"id":8793147002,"updated_at":"2026-09-10T13:28:23-04:00","requisition_id":"854","title":"Sales Development Operations Specialist","company_name":"Planful","first_published":"2026-09-09T21:45:34-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;a class=\u0026quot;notion-link-token notion-focusable-token notion-enable-hover\u0026quot; href=\u0026quot;http://planful.com/\u0026quot; data-token-index=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;link-annotation-unknown-block-id-955953626\u0026quot;\u0026gt;Planful.com\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About the role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Planful is hiring a Sales Development Operations Specialist to own the systems, data, and reporting behind our SDR team. You’\u0026#39;ll sit at the center of our pipeline-generation engine: deciding which accounts our SDRs go after, keeping the tools they prospect in running smoothly, and giving managers the reporting they need to see what\u0026#39;s working and what isn\u0026#39;t.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hands-on operations role with real ownership. You\u0026#39;ll be the person who turns our ICP into a target account list, evaluates which prospecting programs deserve more investment, and spots the manual work slowing down a 30-person team — then partners with Operations to automate it. You won\u0026#39;t carry a quota, but your fingerprints will be on every qualified opportunity the team creates. If you like owning process end to end and measuring whether it actually moved pipeline, this is a great fit.\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own SDR list building — using our ICP to identify which Salesforce accounts and net-new prospects SDRs should be targeting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Regularly analyze and refine the account list to ensure SDRs are focused on best-fit accounts, deprioritizing poor fits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage net-new account assignment on a quarterly cadence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Evaluate SDR prospecting programs on an ongoing basis — identify which channels are performing, where they\u0026#39;re breaking down in the funnel, and recommend which to cut or scale\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain SDR efficiency reporting for managers, tracking core funnel metrics (call-to-connect, email reply rate, connect-to-conversation, conversation-to-meeting, meeting-to-opportunity)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own SDR capacity modeling — reporting on lead/account volume by prospecting bucket and calculating remaining cold-outreach capacity needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and enforce SDR SLA adherence, flagging gaps and driving accountability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide day-to-day SDR tech support across Orum, Outreach, ZoomInfo, and UserGems — provisioning/de-provisioning, password resets, and troubleshooting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build UserGems audiences and campaigns that feed into Outreach sequences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translate SDR business needs into technical requirements and partner with Business Operations to implement solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify data and enrichment gaps, partnering with Business Operations and Marketing Operations to close them\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and drive additional workflow efficiencies for the SDR team\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years in revenue operations, sales operations, or sales development operations in a B2B SaaS environment. Prior SDR or sales experience is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience with a modern GTM stack: Salesforce plus a sales engagement platform (Outreach, Salesloft, or similar), a dialer (Orum or similar), and enrichment/signal tools (ZoomInfo, UserGems, Clay, or similar).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong reporting and analysis skills. You can build manager-facing reporting on funnel metrics (call-to-connect, reply rate, connect-to-conversation, conversation-to-meeting, meeting-to-opportunity) and explain what the numbers mean.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A service mindset for day-to-day user support, paired with the instinct to fix the root cause instead of the same ticket twice.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to translate business needs into clear technical requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A systems thinker with high ownership: you spot manual work, build the fix, document it, and measure the result.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate clearly with both technical and non-technical audiences, and to keep SDR processes aligned with Sales\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with AI/LLM tools, APIs, webhooks, or automation platforms (Zapier, Make, Workato, or code) is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Planful:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Talkspace access and mental health support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 \u0026amp;amp; communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Transparency Statement\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s skillset, experience, knowledge, qualifications for the role, and specific work location.\u0026lt;/p\u0026gt;\n\u0026lt;p class=\u0026quot;p1\u0026quot;\u0026gt;Our salary band for this role is $90,000–$110,000 USD OTE per year, depending on working location and experience. More details about our company benefits can be found here: \u0026lt;a href=\u0026quot;https://planful.com/jobs/\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;s1\u0026quot;\u0026gt;https://planful.com/jobs/\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4112320002,"name":"Business Operations","child_ids":[],"parent_id":null}],"offices":[{"id":4027941002,"name":"Remote (North America)","location":null,"child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8818667002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6529371002,"location":{"name":"Austin, Texas"},"metadata":null,"id":8818667002,"updated_at":"2026-09-17T18:37:01-04:00","requisition_id":"858","title":"Sales Development Representative, Austin","company_name":"Planful","first_published":"2026-09-17T18:37:01-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;a class=\u0026quot;notion-link-token notion-focusable-token notion-enable-hover\u0026quot; href=\u0026quot;http://planful.com/\u0026quot; data-token-index=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;link-annotation-unknown-block-id-955953626\u0026quot;\u0026gt;Planful.com\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;Are you full of energy, creative, and ready for a role in a fast-paced, SaaS-based company? Planful is looking to grow our Sales Development team to keep up with our growing demand. You will develop skills to filter and qualify outbound interest, generate pipeline, and help prospective customers address their business problems.\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;*This role will be hybrid out of the Austin, Texas area.\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;strong\u0026gt;What You\u0026#39;ll Do\u0026lt;/strong\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Execute on outbound activities using the Planful tech stack\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Conduct discussions with prospects over the phone to identify and qualify opportunities\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Understand finance users’ pain points, gather requirements, and correlate business value to customer needs\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Partner with Account Executives to strategize your outbound approach to identifying opportunities in target accounts\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Gain an understanding of the MM industry and the value our solutions provide customers\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Achieve quarterly quota\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Provide the Account Executive team with detailed call notes to ensure the opportunity is understood and the next steps are clearly defined\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Update and maintain customer information in Salesforce.com\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;6-18 months of professional experience, ideally in a sales role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in the Finance or Accounting sector preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Driven, hunter mentality, detail oriented, and team player\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter with highly-developed interpersonal and organizational skills; decisive and results-oriented person who is prepared to work in a fast-paced and demanding environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce and Outreach is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passionate about pursuing and growing a career in technology/SaaS sales\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;History of overachieving quotas/KPIs in past experiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable and accountable while working remotely\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactive and wants to be coached consistently while always looking to improve.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;a class=\u0026quot;notion-link-token notion-focusable-token notion-enable-hover\u0026quot; href=\u0026quot;http://planful.com/\u0026quot; data-token-index=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;link-annotation-unknown-block-id-955953626\u0026quot;\u0026gt;Planful.com\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Are you full of energy, creative, and ready for a role in a fast-paced, SaaS-based company? Planful is looking to grow our Sales Development team to keep up with our growing demand. You will develop skills to filter and qualify outbound interest, generate pipeline, and help prospective customers address their business problems.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;6-18 months of professional experience, ideally in a sales role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in the Finance or Accounting sector preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Driven, hunter mentality, detail oriented, and team player\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter with highly-developed interpersonal and organizational skills; decisive and results-oriented person who is prepared to work in a fast-paced and demanding environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce and Outreach is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passionate about pursuing and growing a career in technology/SaaS sales\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;History of overachieving quotas/KPIs in past experiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable and accountable while working remotely\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactive and wants to be coached consistently while always looking to improve.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Execute on outbound activities using the Planful tech stack\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct discussions with prospects over the phone to identify and qualify opportunities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand finance users’ pain points, gather requirements, and correlate business value to customer needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Account Executives to strategize your outbound approach to identifying opportunities in target accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Gain an understanding of the FPM industry and the value our solutions provide customers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Achieve quarterly quota\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide the Account Executive team with detailed call notes to ensure the opportunity is understood and the next steps are clearly defined\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Update and maintain customer information in Salesforce.com\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Planful\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Talkspace access and mental health support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 \u0026amp;amp; communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Transparency Statement\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;At Planful, our top priority is supporting our employees and ensuring everyone has access to equal growth opportunities. Compensation decisions are based on each individual’s skills, experience, qualifications, and work location.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The base salary range for this role starts at $50,000 USD + commission and benefits, depending on experience and location. This position is also eligible for bonus or commission. You can learn more about our benefits https://planful.com/jobs/.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;","departments":[{"id":4074242002,"name":"Sales Development","child_ids":[],"parent_id":4048208002}],"offices":[{"id":4140294002,"name":"Austin","location":"Austin, Texas, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8579324002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6426759002,"location":{"name":"Phoenix, Arizona"},"metadata":null,"id":8579324002,"updated_at":"2026-09-10T13:30:03-04:00","requisition_id":"829","title":"Sales Development Representative, Scottsdale","company_name":"Planful","first_published":"2026-06-04T15:50:07-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;a class=\u0026quot;notion-link-token notion-focusable-token notion-enable-hover\u0026quot; href=\u0026quot;http://planful.com/\u0026quot; data-token-index=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;link-annotation-unknown-block-id-955953626\u0026quot;\u0026gt;Planful.com\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;Are you full of energy, creative, and ready for a role in a fast-paced, SaaS-based company? Planful is looking to grow our Sales Development team to keep up with our growing demand. You will develop skills to filter and qualify outbound interest, generate pipeline, and help prospective customers address their business problems.\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;*This role will be hybrid out of the Scottsdale, AZ area.\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;strong\u0026gt;What You\u0026#39;ll Do\u0026lt;/strong\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Execute on outbound activities using the Planful tech stack\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Conduct discussions with prospects over the phone to identify and qualify opportunities\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Understand finance users’ pain points, gather requirements, and correlate business value to customer needs\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Partner with Account Executives to strategize your outbound approach to identifying opportunities in target accounts\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Gain an understanding of the MM industry and the value our solutions provide customers\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Achieve quarterly quota\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Provide the Account Executive team with detailed call notes to ensure the opportunity is understood and the next steps are clearly defined\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Update and maintain customer information in Salesforce.com\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;6-18 months of professional experience, ideally in a sales role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in the Finance or Accounting sector preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Driven, hunter mentality, detail oriented, and team player\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter with highly-developed interpersonal and organizational skills; decisive and results-oriented person who is prepared to work in a fast-paced and demanding environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce and Outreach is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passionate about pursuing and growing a career in technology/SaaS sales\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;History of overachieving quotas/KPIs in past experiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable and accountable while working remotely\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactive and wants to be coached consistently while always looking to improve.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;a class=\u0026quot;notion-link-token notion-focusable-token notion-enable-hover\u0026quot; href=\u0026quot;http://planful.com/\u0026quot; data-token-index=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;link-annotation-unknown-block-id-955953626\u0026quot;\u0026gt;Planful.com\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Are you full of energy, creative, and ready for a role in a fast-paced, SaaS-based company? Planful is looking to grow our Sales Development team to keep up with our growing demand. You will develop skills to filter and qualify outbound interest, generate pipeline, and help prospective customers address their business problems.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;6-18 months of professional experience, ideally in a sales role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in the Finance or Accounting sector preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Driven, hunter mentality, detail oriented, and team player\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter with highly-developed interpersonal and organizational skills; decisive and results-oriented person who is prepared to work in a fast-paced and demanding environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce and Outreach is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passionate about pursuing and growing a career in technology/SaaS sales\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;History of overachieving quotas/KPIs in past experiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable and accountable while working remotely\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactive and wants to be coached consistently while always looking to improve.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Execute on outbound activities using the Planful tech stack\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct discussions with prospects over the phone to identify and qualify opportunities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand finance users’ pain points, gather requirements, and correlate business value to customer needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Account Executives to strategize your outbound approach to identifying opportunities in target accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Gain an understanding of the FPM industry and the value our solutions provide customers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Achieve quarterly quota\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide the Account Executive team with detailed call notes to ensure the opportunity is understood and the next steps are clearly defined\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Update and maintain customer information in Salesforce.com\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Planful\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Talkspace access and mental health support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 \u0026amp;amp; communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Transparency Statement\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;At Planful, our top priority is supporting our employees and ensuring everyone has access to equal growth opportunities. Compensation decisions are based on each individual’s skills, experience, qualifications, and work location.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The base salary range for this role starts at $50,000 USD + commission and benefits, depending on experience and location. This position is also eligible for bonus or commission. You can learn more about our benefits https://planful.com/jobs/.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;","departments":[{"id":4074242002,"name":"Sales Development","child_ids":[],"parent_id":4048208002}],"offices":[{"id":4027941002,"name":"Remote (North America)","location":null,"child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8778966002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6511863002,"location":{"name":"Remote, North America"},"metadata":null,"id":8778966002,"updated_at":"2026-09-10T13:30:22-04:00","requisition_id":"853","title":"Senior Content Marketing Manager","company_name":"Planful","first_published":"2026-09-02T15:05:25-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;a class=\u0026quot;notion-link-token notion-focusable-token notion-enable-hover\u0026quot; href=\u0026quot;http://planful.com/\u0026quot; data-token-index=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;link-annotation-unknown-block-id-955953626\u0026quot;\u0026gt;Planful.com\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;re hiring a Sr. Content Marketing Manager to own the messaging and content architecture behind everything Planful publishes. You\u0026#39;ll decide what we say, where it lives, how often it gets refreshed, and how we know it\u0026#39;s working.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is equal parts strategy and execution. The ideal candidate is a strong strategic thinker and an even stronger operator - comfortable owning multiple channels at once and translating complex value propositions into content that performs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Create full-funnel content across multiple formats including blogs, customer stories, web pages, ebooks and whitepapers. Work directly with SMEs so every piece is accurate, credible, and grounded in what our customers actually care about.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build the messaging framework that connects positioning to every page, post, and asset - so buyers hear one story across landing pages and customer stories.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Define the content engine that decides what we publish, what job each format does, and how all the pieces connect to form a unified narrative.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Run editorial governance across briefs, review paths, brand standards and refresh cadence.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Demand Gen, Field and Product marketing stakeholders to ensure campaign content, messaging, and assets stay aligned to account and segment strategy as deals move through the funnel.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review messaging, social, ad, and email copy to ensure they reflect the messaging framework and hold to brand and quality standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own organic strategy with our agency partners through topic and keyword architecture, internal linking, page structure, and how Planful shows up in traditional (SEO) and AI search (GEO/AIO).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Run recurring content audits, monitor performance data, and adjust content strategy and formats accordingly. Share performance updates and insights with the wider team and leadership.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You Bring to the Table\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;6+ years in B2B content marketing, with hands-on ownership of multiple content channels (eBooks, blogs, social, customer stories, web pages etc).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong writing and editing skills with the ability to translate complex, technical value propositions into clear, compelling content.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of SEO/GEO/AIO best practices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience managing content through a full lifecycle, including ideation, drafting, review, publishing, and performance analysis.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with AI tools (e.g., Claude, ChatGPT) to accelerate drafting and production workflows.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent cross-functional collaboration skills, partnering across marketing, sales, and creative teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in B2B SaaS, especially in finance, FP\u0026amp;amp;A, or related software categories.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with social media management tools (e.g., Hootsuite) and content/asset repositories.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with ABM strategies and building full-funnel content journeys for target accounts.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Planful\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Talkspace access and mental health support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 \u0026amp;amp; communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Transparency Statement\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s skillset, experience, knowledge, qualifications for the role, and specific work location.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our salary band for this role is $105,000 - $120,000 USD per year, dependent on working location and experience. More details about our company benefits can be found here: \u0026lt;a href=\u0026quot;https://planful.com/jobs/\u0026quot;\u0026gt;https://planful.com/jobs/\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4048206002,"name":"Marketing","child_ids":[],"parent_id":null}],"offices":[{"id":4027941002,"name":"Remote (North America)","location":null,"child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8632986002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6447888002,"location":{"name":"Remote, North America"},"metadata":null,"id":8632986002,"updated_at":"2026-09-10T15:06:33-04:00","requisition_id":"841","title":"Senior Forward Deployed Engineer","company_name":"Planful","first_published":"2026-07-27T16:31:42-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h4\u0026gt;About the Role\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;As a Forward Deployed Engineer, you own the technical success of a customer\u0026#39;s rollout end to end — from initial data integration through modeling, validation, and go-live — and you feed what you learn directly back into the product. This is not a services or implementation-consulting role: you write code, you own integrations as engineering artifacts, and you work shoulder-to-shoulder with customers to get a next-generation planning platform into production. You should be as comfortable in a customer\u0026#39;s data warehouse tracing a reconciliation discrepancy as you are in a working session with their FP\u0026amp;amp;A team explaining why a consolidation is behaving the way it is. The strongest candidates have worked inside EPM/CPM products before and understand how they behave in the real world.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You\u0026#39;ll Do\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own customer rollouts end to end — data integration, model build-out, validation, and production cutover — as the primary technical owner.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build AI-driven automated test harnesses to validate every new product release against real customer use cases and models, catching regressions before they reach customers. This is a critical function of the role: you\u0026#39;ll use AI to generate, run, and evaluate test cases at scale across diverse customer configurations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain data integrations between customer source systems (ERP, GL, data warehouses) and our platform, treating them as durable, version-controlled engineering deliverables rather than throwaway scripts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translate real-world requirements in financial and operational modeling into correct, performant models on the platform.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Diagnose and resolve data, performance, and correctness issues — often deep in SQL, source data, and consolidation logic.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ship bug fixes and feature extensions directly against the platform — make targeted product changes to unblock customers and close gaps surfaced in the field, rather than only filing tickets and waiting on core engineering.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as the feedback loop to product and engineering: surface friction, propose fixes, and where warranted, build them.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with customer stakeholders across finance and operations, earning trust as someone who understands their domain and can make the software do what they need\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;What We\u0026#39;re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;10+ years in software engineering, with meaningful time spent on or around an EPM/CPM/financial planning product.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Direct experience with a platform such as OneStream, Vena, Prophix, Anaplan, Planful, or TM1/ Planning Analytics — as an engineer, solutions architect, or technically deep implementer.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in a modern application language — Java, C#, or TypeScript — with the ability to read, extend, and ship changes in a production codebase.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building automated test frameworks or harnesses, ideally using AI or LLM-based approaches to generate, execute, and evaluate test cases at scale.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong SQL and database fundamentals: schema design, query performance, joins and aggregation semantics, and reasoning about data at scale.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Integration experience with ERP/GL systems and data warehouses (e.g., NetSuite, SAP, Oracle, Snowflake, BigQuery).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A customer-facing disposition — you can run a working session, absorb domain nuance, and communicate clearly with finance stakeholders who don\u0026#39;t think in code.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sound judgment on correctness and auditability: you understand that in financial systems a wrong number is worse than a slow one.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding of financial consolidation, multi-entity / multi-currency, allocations, or driver-based planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Domain exposure to CPG or manufacturing operational planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with AI-assisted or AI-native tooling in a production data context.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A track record of turning repeated customer pain into product improvements.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Why this Role\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;You\u0026#39;ll be an early member of the Forward Deployed Engineering team, working on an AI-native platform at the point where it meets real customers and real data. What you learn in the field shapes what we build next — your work lands in production and in the product.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Planful\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Talkspace access and mental health support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 \u0026amp;amp; communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;Pay Transparency Statement\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;At Planful our top priority is to support our employees and ensure each individual has\u0026amp;nbsp;access to equal growth opportunities. Pay decisions take into consideration the individual\u0026#39;s skillset, experience, knowledge, qualifications for the role, and specific work location.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The OTE range for this role is $200,000 - $300,000 USD per year, depending on experience and location. As a part of this role, you are also eligible for equity, benefits and wellbeing resources.\u0026lt;/p\u0026gt;","departments":[{"id":4050832002,"name":"Engineering","child_ids":[4048213002,4048192002,4048201002],"parent_id":null}],"offices":[{"id":4027941002,"name":"Remote (North America)","location":null,"child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8796521002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6519482002,"location":{"name":"Remote, North America"},"metadata":null,"id":8796521002,"updated_at":"2026-09-10T15:19:50-04:00","requisition_id":"855","title":"Senior Product Marketing Manager","company_name":"Planful","first_published":"2026-09-10T15:19:50-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;a class=\u0026quot;notion-link-token notion-focusable-token notion-enable-hover\u0026quot; href=\u0026quot;http://planful.com/\u0026quot; data-token-index=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;link-annotation-unknown-block-id-955953626\u0026quot;\u0026gt;Planful.com\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Planful is seeking a Senior Product Marketing Manager to shape how the market understands our products and how our field sells them. This individual will join a two-person product marketing team with a wide surface area across the core platform, Planful AI, and Consolidation Premium, owning analyst relations, the competitive program, launch execution, and field enablement. This person will also partner closely on messaging, positioning, and launch narrative.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You are a strong writer and a sharp cross-functional operator, comfortable owning outcomes rather than slices of them, and energized by a small team where the work is broad and the ownership is real.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support the cross-functional side of product launches across the Planful platform, including timelines, dependencies, launch readiness, and the internal communication that keeps product, sales, CS, support, and solutions consulting aligned.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build the launch model once and run it every time, so each launch is more efficient than the one before it.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and deliver enablement for new product launches, including training materials and internal assets.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own analyst relationships end-to-end, including the briefing and inquiry calendar.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Run Magic Quadrant and similar evaluation submissions from evidence gathering through final response, and bring analyst findings back into positioning and roadmap conversations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own the competitive intelligence program across the FP\u0026amp;amp;A and CPM landscape, building automated monitoring so the team spends its time on synthesis rather than collection.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Turn competitive insights into internal enablement materials and assets.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extend enablement to the partner channel, and partner with the solutions consulting team where subject matter depth is needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own the marketing side of pricing execution, including consumption-based models, SKU setup, Deal Desk partnership, and field enablement on pricing.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work directly with product teams on launch sequencing, helping translate complex products into language sellers can use.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support messaging, positioning, launch narrative, and external speaking.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You Bring to the Table\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;4+ years of experience in B2B software product marketing, including running launches end to end.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience on a team small enough that you owned the outcome rather than a slice of it.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track record with analyst relations, including formal evaluation submissions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with pricing and packaging mechanics, or a strong appetite to learn.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong cross-functional project management skills, with the discipline to hold a launch together when the work gets deep.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A track record of building enablement the field actually uses.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort working directly with product and engineering on technical products.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong writing, with the judgment to know when something is not good enough yet.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort operating without perfect inputs or heavy process.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Background in finance, FP\u0026amp;amp;A, or accounting, or experience marketing to finance buyers, preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Willingness to present externally through webinars, customer sessions, and events, preferred.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Planful\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Talkspace access and mental health support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 \u0026amp;amp; communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Transparency Statement\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s skillset, experience, knowledge, qualifications for the role, and specific work location.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our salary band for this role is $120,000 - $145,000 USD per year, dependent on working location and experience. More details about our company benefits can be found here: \u0026lt;a href=\u0026quot;https://planful.com/jobs/\u0026quot;\u0026gt;https://planful.com/jobs/\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4048206002,"name":"Marketing","child_ids":[],"parent_id":null}],"offices":[{"id":4027941002,"name":"Remote (North America)","location":null,"child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null}],"meta":{"total":11}}