The Field Marketing and Events Manager will serve as the primary liaison between Marketing and Sales to align on campaign priorities and lead follow-up. They will also own the end-to-end execution of field events, executive dinners, and tradeshows, including logistics, budgeting, and performance reporting.
The Account Development Representative will generate and qualify new business opportunities through strategic outbound outreach to mid-market companies. They will collaborate with marketing teams to follow up on account-based campaigns and maintain a deep understanding of Planful's software solutions.
Lead the change management strategy for AI adoption within the Professional Services organization to accelerate customer implementations. Design and scale AI-assisted workflows to reduce manual effort and improve delivery consistency across projects.
The Senior Solutions Consultant will lead consultative discovery sessions and deliver tailored product demonstrations to prospective customers. They will partner with cross-functional teams to translate complex business requirements into compelling solution narratives that showcase the value of the Planful platform.
You will design and implement a high-performance OLAP query engine and a custom JSON-based DSL that translates into optimized SQL. Additionally, you will manage multi-dimensional data models and build scalable microservices to handle high-concurrency read loads.
Own the end-to-end technical success of customer rollouts, including data integration, model build-out, and production cutover. Build AI-driven automated test harnesses and ship direct product improvements based on customer feedback.
Manage a diverse portfolio of clients to ensure value realization and account renewal through proactive, consultative guidance. Act as the voice of the customer to internal stakeholders while partnering with Sales to identify expansion opportunities.
Manage a portfolio of strategic clients to ensure value realization and the renewal of key accounts. Collaborate cross-functionally to drive client success and develop scalable processes for the customer base.
Execute outbound activities to identify and qualify opportunities while understanding finance users' pain points. Partner with Account Executives to strategize target account approaches and maintain accurate customer data in Salesforce.
The Implementation Consultant manages the end-to-end deployment of the Planful platform, translating complex financial requirements into scalable solutions. They also drive customer adoption, manage project scope and timelines, and serve as a trusted advisor to finance leaders.
Build and maintain detailed financial models and data sets to support forecasting, budgeting, and reporting. Identify and implement automation opportunities to enhance efficiency in data collection and analysis.
