Teams at Planful

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.

The Implementation Consultant will onboard clients to the Planful platform, translating business needs into solutions and ensuring project delivery excellence.

The Sales Development Representative will qualify outbound interest, generate leads, and collaborate with Account Executives to strategize outreach within the finance sector.