Deal Desk Manager

About Us

Planful is the pioneer of financial performance management cloud software. The Planful platform 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 Boston Red Sox, Bose, 23andMe, Zappos, and Five Guys rely on Planful to accelerate their 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

Planful is rapidly growing and to continue the record-breaking success we've seen, we're looking for the type of leader who embodies Planful's core culture, can coach, and is a strategic thinker and problem-solver to drive deal solutions to compete and optimize across the products and services we offer. To be successful in this role you need to be a leader who can drive deal-making strategies to be competitive, grow revenue and profitability, and can influence strategy by collaborating across sales, finance, legal and product.

Responsibilities

Serving as a trusted adviser to sales executives and their teams on pricing, deal configuration, and business terms to support sales efforts

• Driving and executing decision reviews, approvals, and executing across competencies (quoting, legal, revenue, etc.)
• Accurately overseeing the processing and closing executed orders within our CRM
• Collaborating and working with Revenue Operations, Finance, and Accounting leadership to deliver consistent and exceptional support to our sales organization
• Assessing Financial and revenue risk on non-standard deals and understanding and embedding financial/legal compliance
• Building and leading systematic CRM and CPQ processes/workflows around Deal Desk sales engagement and Revenue team alerting for non-standard orders
• Leading sales partnership, deal optimization, profitability and strategic positioning
• Proposing and incorporating custom terms and legal edits into order forms and contract documents
• Driving occasional Sales Operations projects and Salesforce Administration tasks
  
  

What you Bring to the Table

• High-energy, team-first attitude: motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business
• Attention-to-detail and accuracy
• Minimum of 3-years experience in a Sales Ops or Deal Desk role within a high-volume SaaS Sales organization
• Strong communication skills and attention to detail while multitasking in a fast-paced, high-pressure environment
• Advanced proficiency in MS Excel, Salesforce.com, DealHub CPQ a bonus
• Bachelor's degree preferred, specifically in Finance, Business, or a related competency
  
  

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, Daysyear, 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 - Austin, Texas!
• Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
• Remote first culture with benefits such as home office setup, and monthly wifi and cell phone reimbursements
• Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
• Employee Resource Groups such as Women of Planful, LatinX at 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 base salary range for this role is $120-150K USD per year. As a part of this role, you are also eligible for equity, benefits, wellbeing resources, and commissions/bonuses. More details about our company benefits can be found here: https://planful.com/jobs/