Execute outbound activities to identify and qualify opportunities while partnering with Account Executives to strategize target account approaches. Maintain accurate customer data in Salesforce and achieve quarterly quotas by addressing prospect pain points.
Planful
6 Remote Job Openings at Planful
Execute outbound activities to identify and qualify prospective customers and generate a sales pipeline. Partner with Account Executives to strategize target account approaches and maintain detailed records in Salesforce.
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.
This role involves partnering with internal stakeholders to drive campaign execution from requirements through delivery and measurement, while also maintaining documentation for workflows and processes. Responsibilities include leveraging segmentation for effective targeting and maintaining reporting mechanisms for key GTM metrics like lead and pipeline volume.
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.
