Account Development Representative (Boston)

Planful is the pioneer of financial performance management cloud software. The Planful platform helps businesses drive peak financial performance and is used globally 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 1,500 customers, including 23andMe, Bose, Boston Red Sox, Five Guys, and Zappos, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company backed by Vector Capital, a leading global private equity firm.

About the role

Planful is growing our Account Development team to drive new business in the mid-market. As an Account Development Representative, you’ll strategically and creatively generate interest for Planful and build pipeline through outbound outreach at mid-market level companies in the United States. You’ll also work closely with marketing to act as the recipient of interest generated through account-based marketing campaigns.

Responsibilities

• Generate, develop, qualify, and set new business opportunities to increase revenue opportunities for the Account Management Team
• Proactively contact target prospects via phone, email, social networking, and other creative ways
• Conduct high-level conversations with senior executives within target accounts
• Research and prioritize key accounts
• Build rapport with prospects through a consultative solution sales approach
• Identify and map prospects’ needs to Planful solutions
• Maintain a solid understanding of our software solutions, competitors, and industry trends
• Use tools such as Salesforce.com, LinkedIn Sales Navigator, SalesLoft, and more to find and contact prospects
• Report on weekly/monthly/quarterly sales results

Requirements

• 12+ months of experience working in a sales development role within the SaaS industry (preferably within Fintech)
• Proven track record of success prospecting into the mid-market at previous companies
• Self-motivated with the ability to work both independently and in conjunction with other ADRs and AMs
• Outstanding verbal communication, listening, and writing skills
• Professional, energetic, positive attitude
• Excellent organizational and time management skills
• Success-driven with a strong work ethic

Qualifications

• Operational knowledge of Salesforce.com is a plus
• SaaS sales experience is a plus
• Exposure to the Finance industry is a plus

Benefits

• 2 volunteer days per year, Birthday PTO, and quarterly company Wellness Days
• 3 months' supply of diapers and meal deliveries for the first month of Maternity/Paternity leave
• Annual Planful Palooza, an in-person, company-wide culture kickoff held in cities like San Diego, Denver, Austin, and Palm Beach
• Team-specific off-sites in cities like New York, Sonoma, or at our brand new HQ 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 more

Pay

Our base salary range for this role is $54,000-$60,000 per year. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location.