Host Analytics Inc

Role Description This position is responsible for managing SaaS / Cloud Application running in highly available and across geographically different datacenters. Ensure availability, scalability and uptime requirements of Applications are clearly understood and addressed. - Preserve the integrity and design of application and product to support mission-critical service offered to customers necessary for business operations. - Under minimal supervision, produce deliverables in alignment with overall Transformation program demonstrating mastery skills in area of sub specialization. Qualifications - 24x7 Shift - Should be prepared to do Night shift. Monthly rotation. - 12hrs shifts, 4 days a week, 3 Days off. - Good background in Windows system admin and Linux system. - Minimum 5 to 8 years of working experience in supporting a hosted SAAS. - Good understanding of AWS platform. - Must have supported a hosted application in some capacity. - Should have done release deployments using Jenkins or any other automation. - Good understanding of monitoring tools like Nagios/Logic Monitor/Sumo logic/Splunk/etc. - Handling case using CRM. - Good communication skills and able to coordinate Zoom calls during incidents. - Good network basics: troubleshooting/connectivity issues to sites/DNS/IP addressing. - Must be aware of incident and service management process as per ITIL guidelines. Benefits - Remote first culture and flexibility. - Certified Great Place to Work in 4 locations. - Opportunities for personal growth and skill development.

Role Description Planful is looking for a Sales Development Manager to lead a team of SDRs as we continue to scale with record-breaking growth. Reporting into Business Development leadership, this role will be responsible for coaching and developing a high-performing team focused on generating qualified pipeline. This is a foundational front-line leadership role within Planful’s GTM organization. You will have an opportunity to help define and engage with Planful's best prospects, from directors to C-level executives across finance and accounting. 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 importantly—articulate Planful’s value proposition in a clear and convincing manner. The knowledge you disseminate will be key to driving Planful’s market position as our first line of interaction with prospective customers. You will lead, coach and develop a team of 6-10 SDRs with a focus on establishing a high-performance culture and driving each team member’s overall career development. Responsibilities - Hire, manage and mentor a rapidly growing SDR team - Drive high-quality pipeline generation through outbound prospecting, inbound qualification, account-based motions, and product-led signals - Partner closely with Sales & Marketing leadership to align to our overall GTM strategies - Establish strong operational rigor and performance management frameworks - 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 prospects’ needs and developing an understanding of the challenges faced by their business Qualifications - Strong understanding of outbound prospecting and pipeline generation strategy - Experience successfully managing SDRs or BDR teams in the past - A people-first leader with great communication and interpersonal skills - Ability to explain complex concepts in a simple way - Excel in coaching and mentoring with a track record of exceeding individual and team goals - Highly operational and data-driven, with experience managing critical KPIs across activity and pipeline generation programs - High-energy, ownership mindset demonstrating initiative, creativity, and a sense of urgency - 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 Benefits - 2 Volunteer days per year, 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 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 - 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 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 $150,000-200,000 OTE per year, depending on working location and experience.

• Define and own the product roadmap for Planful’s dynamic planning capabilities and set engineering priorities accordingly. • Write and share clear functional specifications, user stories, and acceptance criteria with development, QA, and UX teams. • Design and champion intuitive new planning functionality in close partnership with engineering and UX teams, ensuring an exceptional user experience for finance and operations users. • Evangelize product vision, planning strategy, and AI capabilities to customers, partners, prospects, and internal stakeholders including Sales, Marketing, and Customer Success. • Integrate AI capabilities into the planning product—including predictive analytics, intelligent scenario modeling, anomaly detection, and natural language interfaces—to deliver an AI-forward user experience. • Leverage AI tools and techniques personally to accelerate research, synthesis, prototyping, and requirements development workflows. • Analyze the competitive landscape for planning and FP&A solutions and define differentiated requirements that advance Planful’s market position. • Evaluate product performance and feature utility with internal stakeholders (support, services, sales) and external stakeholders (customers, partners, analysts). • Lead research and discovery in areas of innovation, including AI-driven planning automation, rolling forecasts, scenario planning, and workforce/operational planning. • Define and refine the data model and calculation layer requirements to support flexible, multi-dimensional planning across finance and operations. • Partner with the broader product team to ensure coherent integration between planning, reporting, consolidation, and analytics capabilities within the Planful platform.

Role Description Planful is seeking a highly motivated and results-driven Senior Customer Success Manager to join our team as we continue to invest in and scale the EMEA market. This is a highly visible role, working with our most strategic clients. By building strong relationships, acting as a trusted advisor, and bringing technical subject matter expertise, you will help maximize the Planful platform to meet clients' financial planning objectives. As the Senior Customer Success Manager - EMEA, you will be responsible for delivering a successful customer experience throughout the customer lifecycle. You will achieve this by: - Strategic consultation focused on client business objectives. - Developing insightful and impactful relationships with senior leadership. - Ensuring “day to day” client needs are being met. - Helping clients achieve ROI/value realization to retain and grow with Planful. - Managing and collaborating across the Planful ecosystem, including Sales, Support, and Product. - Sharing learnings, experiences, and thought leadership to help build scalable and repeatable processes. Qualifications - 5+ years in a client-facing, Customer Success Manager role, preferably in Financial Software. - Strong business acumen with a deep understanding of the software industry, with specific understanding of market trends, and customer needs in the EMEA region. - Excellent communication skills (both written and verbal) in English with strong presentation and facilitation skills. - Proficiency in Salesforce and G-suite. Experience with AI including ChatGPT a plus. - Demonstrated ability to influence and consult (providing options with pros, cons, and risks) and lead sponsors/stakeholders to the solution of business process and/or technical problems. - Experience in a SaaS environment. - Understanding of Finance, financial planning & reporting processes. Requirements - Strong Project & Time Management Skills. - Create & oversee success plans and corresponding action plans necessary to achieve successful, value-based outcomes. - Have a strong sense of urgency and ownership to complete and manage tasks in a timely manner. - Proactively resolve issues that stand in the way of client success. - Work collaboratively and cross-functionally with all departments at Planful. - Prioritize and focus on work required across a broad set of customers. - Utilize data to identify trends, risks, and opportunities. - Work at scale using “1 to many” strategies and methods. - Relationship Management skills to own day-to-day relationships with clients. - Understand the needs and objectives of the client to maintain strong partnerships. - Coordinate key project stakeholders, both internally and externally. - Provide high-quality written and verbal client communications including regular business reviews. - Identify new business opportunities within accounts and partner with Sales to execute accordingly. - Connect clients with other clients through various forums to drive networking and knowledge sharing. - Have a strong executive presence to help influence and drive change with clients. - Can-do attitude that enables you to roll your sleeves up and learn the Planful technology at a proficient level. - Think creatively about solving customer business challenges. - Provide a positive attitude to help influence the greater success of the Planful Customer Success team. - Take pride and ownership in all that you do. Benefits - 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. - Opportunities to attend in-person, company-wide events held in cities like San Diego, Denver, and Palm Desert, California. - Team-specific offsites. - Office hubs in San Francisco, Toronto, and London. - 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.

• 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 MM 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

• 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/