Planful (formerly Host Analytics) is a leading financial planning and analysis (FP&A) cloud platform.
Planful delivers a vision of Continuous Planning by accelerating the end-to-end FP&A process and fostering business-wide participation in agile planning and decision-making.
More than 800 customers including, Bose, Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe rely on Planful for financial planning and budgeting, dynamic operational planning, financial consolidations, reporting, and visual analytics.
Planful is a private company backed by Vector Capital, a leading global private equity firm specializing in transformational investments in established technology businesses.
Learn more at www.planful.com.

Host Analytics Inc

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performance-marketing

Host Analytics Inc. is a company focused on providing comprehensive financial performance management solutions through its platform, Planful. The platform offers a range of capabilities including planning, budgeting, forecasting, and financial decision-making enhanced by AI and machine learning. It serves a variety of business functions such as finance, marketing, accounting, human resources, sales, IT, and operations. Host Analytics Inc. aims to guide businesses toward growth with speed, insights, and confidence, transforming the way financial and operational planning is conducted. Their platform ensures data confidentiality, real-time collaboration, and scalability, empowering teams to make informed decisions and drive financial success.

Planful (formerly Host Analytics) is a leading financial planning and analysis (FP&A) cloud platform. Planful delivers a vision of Continuous Planning by accelerating the end-to-end FP&A process and fostering business-wide participation in agile planning and decision-making. More than 800 customers including, Bose, Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe rely on Planful for financial planning and budgeting, dynamic operational planning, financial consolidations, reporting, and visual analytics. Planful is a private company backed by Vector Capital, a leading global private equity firm specializing in transformational investments in established technology businesses. Learn more at www.planful.com.

• Own the demand generation campaign calendar end to end, keeping programs on schedule and error-free
• Build, schedule, and launch email programs, including dedicated sends and event-related email
• Own evergreen full-funnel programs from early-stage education through sales-ready nurture
• Manage webinar production from registration page through post-event follow-up
• Coordinate webinar promotion, speaker coordination, and attendee experience
• Plan and execute direct mail and gifting campaigns with ABM and Sales
• Source copy and assets for webinars, nurture tracks, and email programs
• Coordinate with Creative, Product Marketing, and Sales to align messaging, assets, and timing
• Own campaign reporting covering registrations, attendance, email performance, pipeline contribution, and ROI
• Report results to key stakeholders and turn campaign data into actionable takeaways
• Run structured tests on subject lines, send times, webinar formats, and gifting offers
• Refine playbooks and improve campaign performance over time
• Use AI tools such as Claude for execution, copy drafting, reporting summaries, and test variants
• Manage third-party lead generation vendor programs from selection and setup through delivery
• Ensure lead quality and vendor program ROI meet targets

Campaign Manager

Campaign Manager driving demand generation for Planful’s financial performance management software. Executing email, webinar, nurture, direct mail, and ABM campaigns while optimizing pipeline and ROI.

events

• Liaise with and own the relationship between Marketing and Sales, ensuring alignment on priorities, campaigns, and lead follow-up
• Own and execute logistics for field events, executive dinners, and tradeshows
• Lead event ideation and concept development, including theming and format selection
• Build event briefs, landing pages, and email promotions
• Manage onsite logistics, including venue selection, vendor and catering coordination, AV, shipping, and staffing
• Own post-event communications, lead handoff, and reporting on attendance, pipeline influence, and ROI
• Support event logistics for Planful's annual user conference
• Track and report on field marketing campaign and event success, partnering with marketing operations on KPIs and ROI
• Manage vendor relationships and event budgets

Field Marketing and Events Manager

Field Marketing and Events Manager connecting marketing and sales for Planful’s financial performance management software. Owning field events, executive dinners, tradeshows, logistics, follow-up, and ROI reporting.

solutions-engineer

• 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

CX Solution Architect

Customer-focused Solution Architect guiding customers to maximize their value from Planful's Financial Performance Management Suite through optimization and advisory.

• Assess and optimize existing implementations/builds of Planful’s Financial Performance Management Suite
• Manage multiple customer consultations and projects for Planful focused on planning, close management and reporting processes.
• Facilitate discovery and design session with clients to assess business requirements.
• Develop in-depth knowledge of key accounts through ongoing engagement, projects/initiatives and partnership with the Customer Success team.
• Analyze existing client financial planning and reporting processes to determine how these models will work best within the solution.
• Provide best practice recommendations and solutions to clients to ensure they are utilizing Planful with current, optimized methods.
• Provide escalation support and leadership to diagnose and resolve issues at a systemic/root cause.
• Be a trusted advisor and subject matter expert to clients in areas such as change management, business process design and redesign, process improvements and analytics.

Solution Architect

Solution Architect managing customer-specific application design and overseeing configuration and testing at Planful. Focused on financial performance management and customer success with top-tier clients.

Host Analytics Inc

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Campaign Manager

Host Analytics Inc

Field Marketing and Events Manager

Host Analytics Inc

CX Solution Architect

Host Analytics Inc

Solution Architect

Host Analytics Inc