Teams at Planful

Generate qualified sales pipeline through outbound prospecting, phone conversations, and opportunity qualification. Identify finance users’ pain points, connect customer needs to Planful’s SaaS solutions, collaborate with Account Executives, achieve quarterly quotas, document call notes, and maintain customer records in Salesforce. The role is hybrid in Austin and requires strong communication, organization, initiative, and an interest in technology sales.

Develop and manage customer marketing programs, including customer references, communities, newsletters, case studies, testimonials, and user groups. Collaborate with Sales, Marketing, and Customer Success to support commercial initiatives, analyze program ROI, manage customer rewards budgets, and encourage customer participation in technology reviews and analyst reports.

Analyzes sales, pipeline, revenue, productivity, forecasting, retention, expansion, pricing, and territory data to support GTM decision-making. Builds forecast models, reporting frameworks, executive presentations, and actionable insights while validating data across Salesforce, Clari, and business systems. Partners with Sales, Finance, Marketing, Customer Success, Deal Desk, IT, and Business Systems teams.