Sales Development Representative (East)

Inbound Sales Development Representative

About Us

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe 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. Learn more at planful.com.

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.

What you'll do

• Engage and qualify inbound leads using Planful’s tech stack, ensuring a seamless transition into the sales pipeline.
• Conduct strategic discovery calls with prospects to identify business needs, qualify opportunities, and drive engagement, later introducing prospects to Planful Account Executive to further drive partnership.
• Understand finance users’ pain points, gather key requirements, and align Planful’s solutions with their business objectives.
• Collaborate with Marketing and Account Executives to optimize inbound lead conversion and develop targeted outreach strategies. This can come in the form of remote website lead generation, or in-person events.
• Develop industry expertise, gaining a deep understanding of the mid-market landscape and the value Planful delivers to customers.
• Consistently meet and exceed quarterly quotas of qualified pipeline/AE introductions, contributing to overall revenue growth.
• Provide detailed call notes and insights to Account Executives, ensuring a smooth handoff and well-defined next steps.
• Maintain accurate and up-to-date customer information in Salesforce to support data-driven decision-making.

Qualifications

• Background in marketing or education is preferred but not required—we’ve seen success with candidates from diverse fields like teaching, accounting, and retail sales. Strong relationship management skills and public speaking experience are valuable indicators of success in this role.
• Driven and results-oriented, with a strong desire to grow a career in technology/SaaS sales and the ability to thrive in a fast-paced, high-performance environment
• Excellent communicator and team player, with strong written and verbal communication skills, a collaborative mindset, and attention to detail
• Self-motivated and coachable, excelling in a remote work setting, eager to receive feedback, and proactive in managing multiple priorities effectively
• Passionate about pursuing and growing a career in technology/SaaS sales
• Bachelor’s Degree – Finance,  Accounting, or Marketing degree is a plus
• Experience with Salesforce and Outreach is a plus

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:

• 2 Volunteer days,  Birthday PTO, and quarterly company Wellness Days
• 3 months supply of diapers and meal deliveries for the first month of your  Maternity/Paternity leave
• Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, and most recently - Palm Desert, California!
• Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco 
• Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for all employees, in-office or remote.
• Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
• Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way

Pay Transparency Statement

At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location. 

Our base salary band for this role is $45,000-50,000 USD per year, depending on working location and experience. This position is eligible for bonuses/commission and more details about our company benefits can be found here: https://planful.com/jobs/