Financial Planning Specialist

4 hours ago


Stockholm, Stockholm, Sweden Planacy Full time

We are a highly ambitious SaaS company in an exciting phase of expansion, aiming to become a leading platform for data-driven budgeting, forecasting, and planning in Europe.

Our software simplifies and streamlines more value-creating processes, contributing to better-planned and more successful companies. With nearly 200 customers, including prominent brands like Trustly and Rejlers, we have demonstrated the value that our product can deliver.

As a Business Developer & Planning Specialist, you will work with a leading product, helping our customers design optimal budgeting and forecasting processes and get the most value from both the system and their financial planning.

About the Role

You'll be the specialist who, together with your team colleagues, assists our customers in optimizing their financial management processes. You'll have a social, business development role, working closely with our sales team and technical experts, and having daily contact with existing and potential customers.

In this role, you'll enjoy many opportunities to grow alongside the company on its exciting growth journey, gradually gaining experience of financial planning processes from a broad variety of industries while building a strong network.

  • Motivated and passionate about financial management and optimization
  • Structured and thorough in approach
  • Communicative and educative when interacting with clients
  • Fluent in written and spoken English & Swedish


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