Sales Development Representative (West)

Sales Development Representative, West 

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

• 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
• Consistently meet and exceed quarterly quotas of qualified pipeline/AE introductions, contributing to overall revenue growth.
• 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

Qualifications

• Recent graduate or early-career professional with a strong interest in sales, and business development
• Excellent written and verbal communication skills
• Driven, hunter mentality, detail oriented, and team player
• Excellent communicator and team player, with strong written and verbal communication skills, a collaborative mindset, and attention to detail
• Experience with Salesforce and Outreach is a plus
• Passionate about pursuing and growing a career in technology/SaaS sales
• Comfortable and accountable while working remotely
• Self-motivated and coachable, excelling in a remote work setting, eager to receive feedback, and proactive in managing multiple priorities effectively

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 …