Sales Development Representative, Austin

FP&A Platform Sales Development Representative

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

About Us

Planful is the FP&A Platform for Continuous Planning, a company-wide capability that accelerates the end-to-end FP&A process and fosters business-wide participation in agile decision-making. With over 800 customers, including the Boston Red Sox and Robinhood, Planful is built with financial expertise and a dedication to customer success. Hundreds of thousands of users rely on Planful daily to steer critical financial decisions.

Why Join Planful?

Join a team of experienced and passionate individuals dedicated to making our product the best in the financial planning space. We offer:

• 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!

About the Role

Planful is looking to grow its Sales Development team to meet increasing demand. This role is for an energetic, creative individual ready for a fast-paced, SaaS-based company. 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 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 outbound approaches and identify opportunities in target accounts.
• Gain an understanding of the Mid-Market (MM) industry and the value our solutions provide.
• Achieve quarterly quota.
• Provide Account Executives with detailed call notes to ensure opportunities are understood and next steps are clearly defined.
• Update and maintain customer information in Salesforce.com.

Qualifications

• 6-18 months in a Top-of-Funnel sales role preferred; SaaS or Internet industry experience is a plus.
• Bachelor’s Degree – Finance, Accounting, or relatable fields are a plus.
• Excellent written and verbal communication skills.
• Driven, hunter mentality, detail-oriented, and a team player.
• Self-starter with highly developed interpersonal and organizational skills; decisive and results-oriented, 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 quota in past experiences.
• Comfortable and accountable while working remotely.
• Proactive and eager to receive consistent coaching and continuous improvement.