Host Analytics Inc

• Execute on outbound activities using the Planful tech stack • Conduct discussions with prospects over the phone to identify and qualify opportunities • Understand finance users’ pain points, gather requirements, and correlate business value to customer needs • Partner with Account Executives to strategize your outbound approach to identifying opportunities in target accounts • Gain an understanding of the industry and the value our solutions provide customers • Achieve quarterly quota • Provide the Account Executive team with detailed call notes to ensure the opportunity is understood and the next steps are clearly defined • Update and maintain customer information in Salesforce.com

• Assist with implementations of the Planful Financial Performance Management Suite, from design through go-live. • Collaborate with customers to understand their financial processes and translate those requirements into effective, scalable Planful solutions. • Guide customers toward best practices while thoughtfully challenging requirements that could limit long-term value or scalability. • Ensure high-quality configuration, testing, validation, and rollout of the solution to drive adoption and measurable outcomes. • Execute project deliverables in alignment with Planful’s Services methodology, contributing to continuous improvement of delivery standards and tools. • Manage scope, timelines, and risks to ensure predictable, on-time project delivery. • Drive services performance metrics, including customer satisfaction, utilization, and project margin. • Lead customer and partner enablement sessions, including training, knowledge transfer, and post-implementation handoff. • Build strong relationships with customer stakeholders, including finance leaders and senior executives. • Serve as a cross-functional partner to Sales, Customer Success, and Product teams to ensure a seamless customer experience. • Provide feedback from the field to inform product enhancements, services offerings, and customer experience initiatives.

• Serve as a trusted advisor to customers, helping them continuously optimize their use of Planful’s Financial Performance Management Suite • Partner with Customer Success, Renewal and Account Managers to drive adoption, value realization, and long-term customer health across key accounts • Conduct strategic discovery and solution alignment sessions to understand evolving customer goals and identify opportunities for optimization • Provide best practice guidance on financial planning, close, and reporting processes to improve efficiency and effectiveness • Assess existing customer configurations and recommend enhancements aligned to current and future business needs • Support customers through change management initiatives, ensuring successful adoption of new processes and capabilities • Proactively identify risks, gaps, and opportunities, and provide actionable recommendations to improve outcomes • Act as an escalation point for complex functional challenges, focusing on root cause analysis and long-term resolution • Collaborate cross-functionally with Product and Engineering to advocate for customer needs and influence roadmap priorities • Build deep relationships with key stakeholders to become a long-term strategic partner in their financial transformation journey

About Planful: Planful is the leading provider of cloud-based financial planning and analysis solutions. Built with financial expertise and a dedication to customer success, Planful meets the needs of finance and accounting teams and helps them to evolve as business conditions change. More than 800 customers including Bose, Boston Red Sox, Evernote, Overstock.com, Peet’s Coffee & Tea and Pinterest, rely on Planful for planning, budgeting, modeling, consolidations and reporting. Planful is a private company backed by Vector Capital, a leading global private equity firm specializing in transformational investments in established technology businesses. About the role: Planful is looking for a Sales Development Manager to head up one of our SDR teams as we continue to scale. In this role, you will work closely with our current SDRs to uplevel their current skillset and continue honing their prospecting skills. You will have an opportunity to help define and identify Planful's best prospects, from directors at mid-sized companies to C-level Fortune 500 executives. Your mission will be to develop, train and hire highly driven SDRs, and help them understand how to connect with prospects, establish rapport, and —most important—articulate Planful’s value proposition in a clear and convincing manner. The knowledge you disseminate as your team interacts with prospects will be foundational to improving Planful’s product, value statement, market positioning, and revenue structure. You will be a player-coach, working alongside your reps on everything from day-to-day processes to strategizing on their overall career development. The current team exists at ~7-10 reps who run point on all inbound and Lower-MM leads. Your Impact: - Hire, manage and mentor a rapidly growing SDR team--drive processes that scale. - Oversee lead generation: outbound prospecting, trade shows and other functions. - Discover, improve and execute new approaches to reach our audience, including events and shows, campaigns, referrals, collateral and case studies. - Employ a consultative approach in assessing clients’ needs and developing an understanding of the challenges faced by their business. Qualifications: - Our ideal candidate has been an SDR in the past (minimum 1+ year of prospecting-specific experience) and has since seen success to work a more wholistic sales cycle (Account Executive or Account Manager experience) - Great communication and interpersonal skills, with the ability to explain complex concepts in a simple way. You will need to interact with senior clients, understand their needs and drive towards a solution. - A natural leader who excels in coaching and mentoring top sales talent with a track record of exceeding individual and team goals - Process-oriented mindset, figuring out what works and capitalizing on it by adding new details to future opportunities. - Ownership mindset demonstrating drive, initiative, energy and a sense of urgency. - Well-versed and diligent in managing end-to-end sales cycle through a CRM system. - Experience working in a rapidly growing, fast-paced organization selling SaaS solutions to MM/enterprise companies - Able to thrive in a small team with a highly dynamic work environment and switch rapidly from strategy to execution. 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 $160,000 - $180,000 USD OTE per year, dependent on working location and experience. More details about our company benefits can be found here: https://planful.com/jobs/

About Planful Planful is the pioneer of financial performance management software. We help the world's leading finance teams plan better, close faster, and report with confidence — from Global 2000 enterprises to high-growth challengers. Our platform is purpose-built for the CFO's office, and our customers trust us to run their most critical financial processes. The Role We're looking for a VP, Sales Development to lead our global SDR organization and own pipeline creation across three distinct go-to-market motions. You'll lead ~30 SDRs through three managers, report directly to the CMO, and partner closely with the CRO. The SDR org transitioned to a Marketing-led, quality-first model in early 2025. The architecture is in place. Now we need someone to execute against it, optimize for scale, and develop the manager layer above the team. This is a hands-on leadership role for someone who has done this before. What You'll Own - Global SDR pipeline creation targets, held to quality metrics, not just meeting volume - Development of three SDR managers (two in seat, one hire in H1) - Execution of the allbound model: inbound qualification, outbound targeting, and ABM plays integrated across all three motions - SDR compensation model ownership, quarterly calibration against quality-first comp design - Cross-functional partnership with Demand Gen, ABM, Field Marketing, RevOps, and Sales leadership - Pipeline health reporting to CMO and CRO on a cadenced basis What You Bring - 7+ years in sales development, including at least 3 years managing through a manager layer - Experience running multiple simultaneous SDR motions; inside, field, and international preferred - A track record of improving pipeline quality, not just volume. You can speak to S2 acceptance, S3 conversion, and deal progression as a connected system - Strong collaboration with Marketing on account-based strategy - you know how to operate in a demand gen and ABM ecosystem - Ability to develop manager-layer talent. You know how to coach people who coach people - B2B SaaS background required; finance / CFO-adjacent domain experience a plus Why this Role - Build on something, not from scratch: The org, model, and team are already in motion. Your job is to optimize and scale, not redesign - Direct access to CMO and CRO: Short decision cycles, clear mandate, and real executive partnership - Quality over volume, for real: The comp model and operating cadence are already anchored on pipeline quality. You'll be pushing on an open door - A team that wants to be led well: Capable managers and motivated SDRs ready for the next level of leadership. 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 $210,000 – $250,000 USD OTE, dependent on working location and experience. More details about our company benefits can be found here: https://planful.com/jobs/

• Global SDR pipeline creation targets, held to quality metrics, not just meeting volume • Development of three SDR managers (two in seat, one hire in H1) • Execution of the allbound model: inbound qualification, outbound targeting, and ABM plays integrated across all three motions • SDR compensation model ownership, quarterly calibration against quality-first comp design • Cross-functional partnership with Demand Gen, ABM, Field Marketing, RevOps, and Sales leadership • Pipeline health reporting to CMO and CRO on a cadenced basis

• Hire, manage and mentor a rapidly growing SDR team--drive processes that scale. • Oversee lead generation: outbound prospecting, trade shows and other functions. • Discover, improve and execute new approaches to reach our audience, including events and shows, campaigns, referrals, collateral and case studies. • Employ a consultative approach in assessing clients’ needs and developing an understanding of the challenges faced by their business.

• Partner with internal stakeholders to drive campaign execution from requirements through designing, building, testing, delivering, and measuring • Help maintain documentation for workflows and processes and continuously educate others on marketing processes & SLAs, data definitions, and lead workflows • Leverage firmographic and behavioral segmentation to drive efficient and effective campaign targeting • Maintain reporting mechanisms across key GTM metrics such as lead and pipeline volume, conversion rates, and velocity • Perform recurring audits against core data source systems to ensure data integrity • Build, optimize, and maintain marketing operations processes for increased program effectiveness • QA system issues to ensure technical accuracy and adherence to best practices

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 1,300 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 www.planful.com. About the role: The Marketing Operations Manager should understand the B2B lead lifecycle, the impact of cross-functional marketing programs, the systems that lie underneath effective marketing, and how to report on all of the above. We’re looking for someone who is relentless about data hygiene and database health and can effectively communicate issues and strive to resolve them. This role will provide support across the entire go-to-market team by strategically building and optimizing processes for flexibility and scalability. Our tech stack includes Marketo, Salesforce, Outreach, ZoomInfo, UserGems, LeanData, Clari, and Wordpress. We do not expect you to be proficient in all of these systems for the role, but at least some experience in Salesforce is a must. What you’ll do: - Partner with internal stakeholders to drive campaign execution from requirements through designing, building, testing, delivering, and measuring - Help maintain documentation for workflows and processes and continuously educate others on marketing processes & SLAs, data definitions, and lead workflows - Leverage firmographic and behavioral segmentation to drive efficient and effective campaign targeting - Maintain reporting mechanisms across key GTM metrics such as lead and pipeline volume, conversion rates, and velocity - Perform recurring audits against core data source systems to ensure data integrity - Build, optimize, and maintain marketing operations processes for increased program effectiveness - QA system issues to ensure technical accuracy and adherence to best practices Qualifications - 2+ years of experience using Salesforce - Strong problem-solving skills - Ability to analyze marketing data to identify areas for improvement and provide input on how to optimize our current marketing automation processes and architecture - Experience integrating and building tools into an existing tech stack - Ability to work independently, prioritize, and get things done - General understanding of marketing metrics 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 $75,000 - $90,000 USD per year + corporate performance bonus, dependent on working location and experience. More details about our company benefits can be found here: https://planful.com/jobs/

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 Are you full of energy, creative, and ready for a role in a fast-paced, SaaS-based company? Planful is looking to grow our Sales Development team to keep up with our growing demand. You will develop skills to filter and qualify outbound interest, generate pipeline, and help prospective customers address their business problems. Requirements - 6-18 months of professional experience, ideally in a sales role - Experience in the Finance or Accounting sector preferred - Excellent written and verbal communication skills - Driven, hunter mentality, detail oriented, and team player - Self-starter with highly-developed interpersonal and organizational skills; decisive and results-oriented person who is prepared to work in a fast-paced and demanding environment - Experience with Salesforce and Outreach is a plus - Passionate about pursuing and growing a career in technology/SaaS sales - History of overachieving quotas/KPIs in past experiences - Comfortable and accountable while working remotely - Proactive and wants to be coached consistently while always looking to improve. Responsibilities - Execute on outbound activities using the Planful tech stack - Conduct discussions with prospects over the phone to identify and qualify opportunities - Understand finance users’ pain points, gather requirements, and correlate business value to customer needs - Partner with Account Executives to strategize your outbound approach to identifying opportunities in target accounts - Gain an understanding of the FPM industry and the value our solutions provide customers - Achieve quarterly quota - Provide the Account Executive team with detailed call notes to ensure the opportunity is understood and the next steps are clearly defined - Update and maintain customer information in Salesforce.com 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: - Volunteer days, Birthday PTO, and company-wide Wellness Days - Supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave - Team off-sites in exciting destinations like New York, Sonoma, Nashville, Palm Springs, and our San Francisco headquarters - 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 remote employees - Join Employee Resource Groups like Women of Planful, Parents of Planful, and more. We celebrate individuality and encourage teammates to bring their authentic selves to work - with full support for creating new ERGs and communities along the way - Participate in People Programs that foster connection and wellbeing, such as Movember, Summer Wellness, Breast Cancer Awareness Month, and Hispanic Heritage Month Pay Transparency Statement At Planful, our top priority is supporting our employees and ensuring everyone has access to equal growth opportunities. Compensation decisions are based on each individual’s skills, experience, qualifications, and work location. The base salary range for this role starts at $50,000 USD + commission and benefits, depending on experience and location. This position is also eligible for bonus or commission. You can learn more about our benefits https://planful.com/jobs/.