Sales Development Representative, Austin

About the Company

Planful is the pioneer of financial performance management cloud software. The Planful platform helps businesses drive peak financial performance by streamlining planning, budgeting, consolidations, reporting, and analytics. Its award‑winning AI capabilities accelerate decision‑making, enabling users in over 100 countries to close faster, shorten cycle times, increase productivity, and improve accuracy. Planful serves more than 1,500 customers—including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized—and is backed by Vector Capital. Learn more at Planful.com.

About the Role

This hybrid position is based in the Austin, Texas area. You will develop skills to filter and qualify outbound interest, generate pipeline, and help prospective customers address their business problems as part of Planful’s growing Sales Development team.

Responsibilities

• Execute outbound activities using the Planful tech stack.
• Conduct phone discussions with prospects 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 outbound approaches for target accounts.
• Gain an understanding of the financial performance management (FPM) industry and the value our solutions provide.
• Achieve quarterly quota.
• Provide detailed call notes to the Account Executive team to ensure clear next steps.
• Update and maintain customer information in Salesforce.com.

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 a team player.
• Self‑starter with strong interpersonal and organizational skills; decisive and results‑oriented.
• Experience with Salesforce and Outreach is a plus.
• Passionate about pursuing and growing a career in technology/SaaS sales.
• History of over‑achieving quotas/KPIs.
• Comfortable and accountable while working remotely.
• Proactive, coachable, and continuously seeking improvement.

Benefits

• Two volunteer days per year, Birthday PTO, and quarterly company Wellness Days.
• Three‑month supply of diapers and meal deliveries for the first month of maternity/paternity leave, plus generous parental leave.
• Talkspace access and mental‑health support.
• Annual company‑wide gatherings in cities such as San Diego, Denver, Palm Springs, and Las Vegas.
• Office hubs in San Francisco, Toronto, and London, with home‑office setup support.
• Monthly Wi‑Fi and cell‑phone reimbursements for all employees, remote or in‑office.
• Employee Resource Groups (e.g., Women of Planful, Parents of Planful) and support for creating new ERGs.

Pay

The base salary range for this role starts at $50,000 USD plus commission and benefits, depending on experience and location. This position is also eligible for bonus or commission.