Sales Development Representative

About the role

Are you full of energy, creative, and ready for a role in a fast-paced, SaaS-based company? Planful is looking to grow our Sales Development team to keep up with our growing demand. You will develop skills to filter and qualify outbound interest, generate pipeline, and help prospective customers address their business problems.

Requirements

• 6-18 months of professional experience, ideally in a sales role
• Experience in the Finance or Accounting sector preferred
• Excellent written and verbal communication skills
• Driven, hunter mentality, detail oriented, and team player
• Self-starter with highly-developed interpersonal and organizational skills; decisive and results-oriented person who is prepared to work in a fast-paced and demanding environment
• Experience with Salesforce and Outreach is a plus
• Passionate about pursuing and growing a career in technology/SaaS sales
• History of overachieving quotas/KPIs in past experiences
• Comfortable and accountable while working remotely
• Proactive and wants to be coached consistently while always looking to improve.

Responsibilities

• Execute on outbound activities using the Planful tech stack
• Conduct discussions with prospects over the phone to identify and qualify opportunities
• Understand finance users’ pain points, gather requirements, and correlate business value to customer needs
• Partner with Account Executives to strategize your outbound approach to identifying opportunities in target accounts
• Gain an understanding of the FPM industry and the value our solutions provide customers
• Achieve quarterly quota
• Provide the Account Executive team with detailed call notes to ensure the opportunity is understood and the next steps are clearly defined
• Update and maintain customer information in Salesforce.com

Why Planful

Planful Exists To Enrich The World By Helping Our Customers And Our People Achieve Peak Performance. To Foster The Best In Class Work We’re So Proud Of, We’ve Created a Best In Class Culture, Including Volunteer days, Birthday PTO, and company-wide Wellness Days

Supply of Benefits

• Supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
• Team off-sites in exciting destinations like New York, Sonoma, Nashville, Palm Springs, and our San Francisco headquarters
• Office hubs in San Francisco, Toronto, and London

Benefits

• Home office setup
• Monthly wifi and cell phone reimbursements for remote employees
• Employee Resource Groups like Women of Planful, Parents of Planful, and more
• People Programs that foster connection and wellbeing, such as Movember, Summer Wellness, Breast Cancer Awareness Month, and Hispanic Heritage Month

Pay Transparency Statement

At Planful, our top priority is supporting our employees and ensuring everyone has access to equal growth opportunities. Compensation decisions are based on each individual’s skills, experience, qualifications, and work location. The base salary range for this role starts at $50,000 USD + commission and benefits, depending on experience and location. This position is also eligible for bonus or commission. You can learn more about our benefits here.