Teams at Planful

Develop and manage customer marketing programs, including customer references, communities, newsletters, case studies, testimonials, and user groups. Collaborate with Sales, Marketing, and Customer Success to support commercial initiatives, analyze program ROI, manage customer rewards budgets, and encourage customer participation in technology reviews and analyst reports.

Analyzes sales, pipeline, revenue, productivity, forecasting, retention, expansion, pricing, and territory data to support GTM decision-making. Builds forecast models, reporting frameworks, executive presentations, and actionable insights while validating data across Salesforce, Clari, and business systems. Partners with Sales, Finance, Marketing, Customer Success, Deal Desk, IT, and Business Systems teams.

Own product marketing across Planful’s platform, AI, and Consolidation Premium offerings. Responsibilities include coordinating product launches, building field and partner enablement, managing analyst relations and evaluation submissions, running competitive intelligence, supporting pricing execution, and partnering with product, engineering, sales, and solutions consulting on messaging, positioning, and launch narratives.