Sales Development Representative

Company: Planful
Location: Remote (Austin, TX area)

About Us:
Planful is the FP&A Platform for Continuous Planning, empowering businesses to accelerate end-to-end financial planning and analysis and foster agile decision-making across the organization. With over 800 customers, including prominent names like the Boston Red Sox, Robinhood, and Five Guys, Planful is a trusted solution for financial expertise and customer success.

Why Join Planful?
Be part of a team of experienced and passionate individuals dedicated to making our product and technology the best in the financial planning space. Enjoy fantastic colleagues, impactful work, and a comprehensive benefits package.

About the Role:
Are you energetic, creative, and ready for a role in a fast-paced SaaS company? Planful is expanding its Sales Development team to meet growing demand. This role offers the opportunity to develop skills in filtering and qualifying outbound interest, generating pipeline, and helping prospective customers solve their business challenges.

What You'll Do:

• Execute outbound activities using the Planful tech stack.
• Conduct discussions with prospects via 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 outbound approaches for target accounts.
• Gain a deep understanding of the MM industry and the value Planful solutions provide.
• Achieve quarterly quota.
• Provide detailed call notes to the Account Executive team for clear opportunity understanding and next steps.
• Update and maintain customer information in Salesforce.com.

Qualifications:

• 6-18 months of experience in a Top-of-Funnel sales role preferred; SaaS or Internet industry experience is a plus.
• Bachelor’s Degree in Finance, Accounting, or a relatable field is a plus.
• Excellent written and verbal communication skills.
• Driven, with a hunter mentality, detail-oriented, and a team player.
• Self-starter with strong interpersonal and organizational skills; decisive and results-oriented, prepared for a fast-paced and demanding environment.
• Experience with Salesforce and Outreach is a plus.
• Passionate about pursuing a career in technology/SaaS sales.
• Proven history of overachieving quota.
• Comfortable and accountable working remotely.
• Proactive and coachable, with a desire for continuous improvement.

Benefits:

• Full medical, dental, vision benefits, and life insurance.
• 401K.
• Generous Paid Maternity/Paternity leave.
• Volunteer Days.
• Employee discount and assistance program.
• Flexible working hours on many teams.
• Regular team and office events!