Planful

HQ
Redwood
552 Total Employees

Planful Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers accidental death & dismemberment insurance

Offers disability insurance

Offers supplemental life insurance

Offers company equity

Offers employee discounts

Offers dental insurance

Offers health insurance

Offers Flexible Spending Account (FSA)

Offers vision insurance

Provides family medical leave

Offers generous parental leave

Company Culture

Provides commuter benefits

Provides free snacks and drinks

Offers travel concierge services

Office is pet friendly

Provides a mobile phone discount

Offers legal assistance

Offers a remote work program

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid holidays

Provides bereavement leave

Offers unpaid extended leave

Offers paid volunteer time

Provides paid sick days

Provides military leave

Career Growth + Development

Provides customized development tracks

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Analyze sales, pipeline, and revenue data to produce forecasting, performance, retention, pricing, and capacity insights. Build and maintain forecast models, surface bottlenecks, support planning cycles, and translate analysis into executive-ready presentations. Collaborate with Business Systems, Marketing Ops, Customer Success, and IT to validate data and ensure cross-system alignment.
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The Implementation Consultant will onboard clients to the Planful platform, translating business needs into solutions and ensuring project delivery excellence.
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The Sales Development Representative will qualify outbound interest, generate leads, and collaborate with Account Executives to strategize outreach within the finance sector.