Sales Development Representative - Remote

Overview

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.

In Short

• 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

Requirements

• 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

Benefits

• 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