Regional Sales Manager
About the job
- The candidate must have at least 5 years of SaaS sales experience.
- The candidate must have experience in construction technology and familiarity with construction workflows.
- The candidate must have experience with full-cycle SaaS software sales and identifying and closing strategic contracts.
- The candidate must be able to thrive in an entrepreneurial startup environment and work collaboratively.
- The candidate must proactively build new business pipeline and identify and close potential accounts.
- The candidate must have a track record of exceeding quotas.
- The candidate must be able to communicate business value clearly and effectively to technical and non-technical stakeholders.
- The candidate must be able to collaborate effectively with cross-functional teams, particularly solutions engineering and customer success.
- Prospect and develop new potential accounts within the ideal customer profile by educating contacts about the business impact of the planning platform.
- Own the strategic market by holding face-to-face and Zoom meetings with prospective customers to understand their business challenges and goals.
- Run product demonstrations based on customer needs and leverage solutions engineering for tailored demonstrations.
- Meet and exceed quota goals as a team.
- Sell to multiple stakeholders, sell against competitors, negotiate, present, and close with value.
- Liaise with sales engineering and customer success teams to provide a strong customer experience.
- Work collaboratively with solutions engineering, customer success, and business development to deliver customer outcomes and results.
About the company
Planera is a construction project scheduling platform that combines the depth of Oracle P6 with the simplicity of Excel to help teams create and manage project schedules. Users can load labor and equipment, and view schedules through an intuitive Gantt chart with Critical Path analysis, capable of handling large and complex projects with flexible coding. It enables simultaneous, real-time collaboration so the entire team can work on the same project, reducing guesswork and costly mistakes. Planera differentiates itself by offering powerful features in a user-friendly interface—conceptually like Google Docs but with a strong CPM engine and easy-to-build, sophisticated filters. The goal is to improve profitability and streamline project planning and coordination for modern construction projects.
Company Size
51-200
Company Stage
Early VC
Total Funding
$26.9M
Headquarters
San Ramon, California
Founded
2021
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Simplify's Take
What believers are saying
- Planera raised $8M in October 2025, reaching $26.5M total funding.
- Stephen Archibald joined as CFO on September 17, 2026, strengthening finance execution.
- Zachry Construction selected Planera on May 21, 2025, validating enterprise adoption.
What critics are saying
- Oracle and Microsoft can bundle scheduling into existing enterprise stacks by 2027.
- Construction-tech buyers churn fast if Manny misses delay predictions or schedule updates.
- If data-center growth slows after 2026, Planera's specialization becomes a concentration trap.
What makes Planera unique
- Planera combines CPM rigor with Excel-like collaboration, replacing P6 and Microsoft Project.
- Manny, launched April 15, 2026, turns schedules into live AI decision engines.
- Trusted by 100+ builders, including Skanska, HITT Contracting, and Zachry Construction.
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Growth & Insights and Company News
6 month growth
3%1 year growth
1%2 year growth
3%Planera appoints tech and finance veteran Stephen Archibald as Chief Financial Officer. Former Incorta Chief Strategy Officer and Cream Analytics Founder brings extensive track record in SaaS growth, M&A, and corporate finance to accelera. Sept. 17, 2026 Press Contacts Phil Carpenter 650-787-5444 SAN JOSE, Calif. - Planera, a leading provider of modern, AI-enhanced CPM scheduling software for the construction industry, today announced the appointment of Stephen Archibald as Chief Financial Officer. In this role, Archibald will oversee global finance, accounting, investor relations, and strategic operations, helping guide Planera through its next phase of rapid expansion. Archibald brings more than a decade of experience across corporate finance, SaaS strategy, venture capital, and investment banking. He most recently served as Chief Strategy Officer at enterprise data delivery platform Incorta, which he joined following Incorta's acquisition of Cream Analytics in 2023. As CEO and Co-Founder of Cream Analytics, Archibald built a context-driven intelligence and benchmarking platform designed to help finance teams automate performance tracking and drive business agility. Earlier in his career, he evaluated and supported high-growth software investments at Sorenson Capital and advised on capital transactions at Citi. "Stephen's deep operational background at the intersection of enterprise software, data analytics, and strategic finance makes him an exceptional fit for Planera as we scale," said Nitin Bhandari, CEO and Co-Founder of Planera. "He understands how to build robust, agile financial foundations that drive sustainable growth. More importantly, his experience bridging raw data with strategic decision-making directly aligns with our mission to bring clarity, velocity, and AI-enabled innovation to construction scheduling." Archibald joins Planera during a period of sustained commercial momentum, driven by widespread adoption among leading general contractors, specialty contractors, and mission-critical builders modernizing their Critical Path Method (CPM) workflows. "Planera is fundamentally reshaping how the construction industry collaborates, plans, and delivers complex projects," said Stephen Archibald, CFO of Planera. "The team has developed a genuinely transformative product in an essential sector that is rapidly adopting modern digital tools. I look forward to working closely with Nitin and the entire Planera leadership team to scale operations, expand our market footprint, and deliver long-term value for our customers, partners, and shareholders." Planera is a leading provider of modern, AI-enhanced CPM scheduling software for the construction industry. Designed to eliminate the friction, complexity, and communication silos of legacy scheduling tools, Planera provides project teams with an intuitive, collaborative platform to build, optimize, and risk-proof project timelines in real time. By uniting visual whiteboarding workflows with rigorous CPM engines and automated intelligence, Planera empowers general and specialty contractors to deliver mission-critical projects on time and within budget. For more information, visit www.planera.io.
Planera, a San Jose-based company specializing in visual collaborative scheduling for construction, has raised $8M in new funding. The funds will be used to expand adoption among contractors and subcontractors for data center projects. The company, led by CEO Nitin Bhandari, has developed AI tools to identify project delays and accelerate schedules. This funding round brings Planera's total funding to $26.5M.
SAN JOSE, Calif. (May 21, 2025) - Planera, a provider of visual CPM-based construction scheduling, announced that Zachry Construction Corporation has selected Planera to optimize its construction resources across multiple projects.
The Planera team is excited to introduce two powerful new features that give you greater control over your schedules while enhancing collaboration across your team.
That's why Planera is excited to introduce the Planned Percentage Complete feature.