Planful offers financial planning & analysis software that includes a complete platform for financial planning, consolidation, and reporting & analytics.

Software

Planful

Planful's headquarters in Redwood City, CA, United States

John Herr

Pier Barattolo

Melissa Dreuth

Sanjay Vyas

Dan Fletcher

Rowan Tonkin

Eugenia Bergantz

David Fishman

Deborah Farrington

Stephen Goodman

The Leadership Team at Planful is responsible for setting the strategic direction and vision of the company, ensuring alignment across all departments to enhance product development, customer satisfaction, and sales performance. Comprising key executives from various functions, including finance, engineering, sales, and marketing, the team collaborates to drive growth and innovation within the financial planning and analysis software market, while focusing on delivering exceptional value to customers.

Leadership Team

The Sales and Revenue Operations team at Planful is responsible for driving revenue growth through strategic sales initiatives, managing customer relationships, and optimizing sales processes. This team works closely with account executives and sales directors to identify opportunities, support client needs, and ensure the effective execution of sales strategies across various regions. Additionally, they analyze sales performance and collaborate with other departments to align revenue goals with overall business objectives.

Sales and Revenue Operations

The Customer Success and Support team at Planful is dedicated to ensuring that clients effectively utilize the financial planning and analysis software to meet their business objectives. This team focuses on onboarding new customers, providing ongoing support, managing renewals, and fostering relationships to drive customer satisfaction and retention. Through their collaborative efforts, they aim to enhance the overall customer experience and maximize the value customers derive from Planful's solutions.

Customer Success and Support

The Software Development and Engineering team at Planful is responsible for designing, building, and maintaining the financial planning and analysis software platform. This includes developing innovative features, ensuring software reliability and performance through rigorous testing, and providing technical support to enhance user experiences. Team members collaborate to integrate data solutions and drive continuous improvement, ensuring that Planful remains a leader in financial technology.

Software Development and Engineering

The Product Management and Marketing team at Planful plays a crucial role in driving the development and promotion of the company's financial planning and analysis software. This interdisciplinary team collaborates to define product strategy, enhance user experience, and execute marketing initiatives that effectively communicate product value to customers, ensuring alignment with market needs and overall business objectives. They also work closely with sales and corporate communications to support demand generation and foster strong client relationships.

Product Management and Marketing

The Finance and Accounting team at Planful is responsible for managing the company's financial strategy, ensuring accurate reporting, and maintaining compliance with accounting standards. This team plays a crucial role in financial planning and analysis, revenue management, and operational efficiency, supporting data-driven decision-making to drive business growth and enhance financial performance.

Planful

Org chart

Board & advisors

Teams

Leadership Team

Sales and Revenue Operations

Customer Success and Support

Software Development and Engineering

Product Management and Marketing

Finance and Accounting

Offices

Planful

Org chart

Board & advisors

Teams

Leadership Team

Sales and Revenue Operations

Customer Success and Support

Software Development and Engineering

Product Management and Marketing

Finance and Accounting

Offices

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