Account Manager

at  Planful

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 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.

ABOUT THE ROLE

Planful is looking for an experienced and highly self-motivated Account Management professional to help grow a specialized portfolio of our customers. The ideal candidate has a demonstrated and successful track record of building and nurturing long-term relationships with Mid-Market customers, with a passion for the blend between technology and finance. This role has the ultimate objective of ensuring our customers are satisfied with our services, committed to a long term partnership and an increasing investment over time.
The Account Manager will work as a strategic advisor to the customer base (established, upper Mid-Market client accounts) — aligning not only to the customers’ Planful initiatives, but also their internal processes, bottlenecks, and corporate strategy. You’ll build trusted relationships across multiple levels and personas within your accounts, and operate as a key liaison between the customer and Planful’s internal collaborators, including departments like renewals, solutions consultants, professional services, and more.

RESPONSIBILITIES

• Proactively, identify, qualify and upsell within your existing sales pipeline of Mid-Market accounts (100% existing logos)
• Build strong and effective relationships, resulting in growth opportunities
• Responsible for annual revenue targets linking to upsell and cross-sell opportunities within your existing book of business
• Work closely with the Customer ecosystem, Solutions consulting organization and professional services team to maximize deal sizes
• Proactively and creatively reach out with insight driven content
• Regular updating of notes/steps in Salesforce.
• Assist sales and marketing to identify clients willing to assist in references and marketing events