Field Marketing and Events Manager

About Us

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.

About the Role

Planful is seeking a Field Marketing & 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.

You are highly organized, an excellent communicator, and comfortable juggling multiple events and stakeholders at once in a fast-paced environment.

Responsibilities

• Liaise with and own the relationship between Marketing and the Sales team, ensuring ongoing alignment on priorities, campaigns, and lead follow-up.
• Own and execute logistics for a full slate of events, including field events, executive dinners, and tradeshows.
• Lead event ideation and concept development, including theming and format selection.
• Build event briefs, landing pages, and email promotions for each event.
• Manage onsite logistics, including venue selection, vendor and catering coordination, AV, shipping, and staffing.
• Own event follow-up, including post-event communications, lead handoff, and reporting on metrics such as attendance, pipeline influence, and ROI.
• Support event logistics for Planful's annual user conference.
• Track and report on the success of field marketing campaigns and events, partnering with marketing operations to measure KPIs and ROI.
• Manage and coordinate vendor relationships and event budgets, ensuring resources are allocated effectively.

What You Bring to the Table

• 2-3+ years of experience in B2B SaaS marketing, with preferred experience in field marketing and event management.
• Proven experience planning and executing successful field events, dinners, and tradeshows end-to-end.
• Strong project management skills, with the ability to manage multiple events and priorities simultaneously.
• Excellent organizational and logistical skills, with a strong attention to detail.
• Strong written and verbal communication skills, with the ability to work cross-functionally with sales, marketing, and executives.
• Strong analytical skills, with the ability to track and report on the success of marketing programs and events.
• Salesforce and marketing automation platform experience preferred.
• Experience working with enterprise software or SaaS companies is a plus.

Why Planful 

Planful exists to enrich the world by helping our customers and our people achieve peak performance. To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:

• 2 Volunteer days,  Birthday PTO, and quarterly company Wellness Days
• 3 months supply of diapers and meal deliveries for the first month of your  Maternity/Paternity leave
• Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, and most recently - Palm Desert, California!
• Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco 
• 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.
• Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
• Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way

Pay Transparency Statement

At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location.

Our 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: https://planful.com/jobs/