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Planful Jobs (NOW HIRING)

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 ...

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 ...

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 ...

Support program staff in use of Planful. * Process grant documents and maintain grant data in the accounting and budget systems to ensure accurate data input. * Work with program staff to maintain ...

Financial Analyst

Washington, DC · On-site

$65K - $80K/yr

Support program staff in use of Planful. * Process grant documents and maintain grant data in the accounting and budget systems to ensure accurate data input. * Work with program staff to maintain ...

Support program staff in use of Planful. * Process grant documents and maintain grant data in the accounting and budget systems to ensure accurate data input. * Work with program staff to maintain ...

Leverage advanced financial modeling expertise in Excel; experience with NetSuite and Planful preferred * Operate effectively in a fast-paced, high-growth environment, managing competing priorities ...

Financial Analyst

San Diego, CA · On-site

$80K - $100K/yr

Support overall corporate reports, leveraging Planful Spotlight including building additional management reports as needed * Support consolidation of MD&A for internal management reports and 10K/10Q

Support overall corporate reports, leveraging Planful Spotlight including building additional management reports as needed * Support consolidation of MD&A for internal management reports and 10K/10Q

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Planful information

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$72.4K

$139K

How much do planful jobs pay per year?

As of Jun 15, 2026, the average yearly pay for planful in the United States is $72,356.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $87,000.00 per year, depending on experience, location, and employer.

What is a Planful job?

A Planful job typically refers to a role involving financial planning and analysis (FP&A) using Planful, a cloud-based FP&A platform. Professionals in these roles help companies streamline budgeting, forecasting, and reporting processes. They often work closely with finance teams to improve data-driven decision-making. Experience with Planful software, financial modeling, and analytics is usually required.

What is the difference between Planful vs Financial Analyst?

FeaturePlanfulFinancial Analyst
Primary RoleFinancial planning, budgeting, and forecasting softwareAnalyzing financial data, preparing reports, and supporting decision-making
Required CredentialsNone specific; familiarity with finance and software toolsBachelor's degree in finance, accounting, or related field
Work EnvironmentFinance teams using cloud-based softwareCorporate finance departments, often in office settings
Industry UsageFinance, accounting, and FP&A teamsFinance, investment, and corporate sectors

Planful is a financial planning software used by finance teams for budgeting and forecasting, while a Financial Analyst analyzes financial data and prepares reports. They often work together, with analysts utilizing Planful to streamline their processes. Understanding their differences helps organizations optimize financial operations and staffing.

How does a professional in a Planful (FP&A software) role typically collaborate with other departments within an organization?

Professionals working with Planful often serve as a bridge between finance, operations, and business units. They gather input from department leaders, analyze data, and consolidate information to support budgeting, forecasting, and reporting activities. Regular collaboration involves meetings with stakeholders to ensure financial plans align with company goals, addressing data discrepancies, and providing insights to drive better decision-making. This cross-functional teamwork enhances the accuracy and relevance of financial plans and helps build strong relationships across the organization.

What are the key skills and qualifications needed to thrive as a Planful (FP&A) Analyst, and why are they important?

To thrive as a Planful (FP&A) Analyst, you need strong financial analysis, forecasting, and budgeting skills, typically supported by a degree in finance, accounting, or a related field. Proficiency with Planful software, Excel, and familiarity with ERP systems are important, along with relevant certifications like CPA or CFA being advantageous. Excellent problem-solving, attention to detail, and effective communication skills help analysts deliver actionable insights and collaborate across departments. These skills ensure accurate financial planning, effective reporting, and strategic support for organizational decision-making.

What is a Planful job and what does a Planful professional do?

A Planful professional typically works with the Planful platform—a cloud-based financial planning and analysis (FP&A) software. Their primary responsibilities include managing budgeting, forecasting, financial consolidation, and reporting processes within an organization. They help streamline and automate financial workflows, ensuring data accuracy and supporting strategic decision-making. Planful professionals often collaborate with finance teams to implement best practices and optimize the use of the Planful software.
More about Planful jobs
What cities are hiring for Planful jobs? Cities with the most Planful job openings:
What are the most commonly searched types of Planful jobs? The most popular types of Planful jobs are:
What states have the most Planful jobs? States with the most job openings for Planful jobs include:
Infographic showing various Planful job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Remote job distribution, with an average salary of $72,356 per year, or $34.8 per hour.
Sales Development Representative

Sales Development Representative

Planful

Remote

$50K/yr

Full-time

PTO

Posted 13 days ago


Job description

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/.