Business System Administrator

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 experienced and highly self-motivated Strategic Account Management professionals that have demonstrated a successful track record of building and nurturing long-term relationships with Mid-Market clients, with the ultimate objectives of ensuring they are satisfied with our services, committed to a long term partnership and an increasing $ investment over time. The Account Manager will be responsible for managing a territory of established upper mid-market client accounts. Responsibilities will include driving upsell opportunities within the client base to a successful close. This is by actively researching and monitoring the marketplace to find trigger events / market insights as ways to uncover upsell potential. Experience and success in working with internal and external partners is a must. Position Responsibilities : o Client Upsells o Proactively reach out with insight driven content o Regular updating of notes / steps in Salesforce. o Schedule meetings with key client stakeholders o Coordinate all client interactions o Consistently exceed quarterly and annual quotas o Assist sales and marketing to identify clients willing to assist in references and marketing events Required Skills and Experience : o 3+ years successful track record of sales in the enterprise software or software-as- a-service market selling into an established client base o Track record of meeting / exceeding sales targets o Strong and effective written, oral and telephone skills o Proven track record of building relationship at all levels of an organization over the phone, email and social media o Time management and self-motivation skills o Results oriented sales professional o Ability to work as part of a team o Ability to learn quickly and to adapt easily to change o Experience with using social media to search contacts and build relationships o Experience with all Microsoft Office applications

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 - most recently held in Goa, India!
• 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