Sales Development Representative

Summary

Join Planful's growing Sales Development team and contribute to the success of a fast-paced SaaS company. You will develop skills in outbound sales, pipeline generation, and customer qualification. Responsibilities include executing outbound activities, conducting prospect discussions, understanding customer needs, partnering with Account Executives, and achieving quarterly quotas. The ideal candidate possesses excellent communication skills, a hunter mentality, and strong interpersonal skills. Planful offers a best-in-class culture with various benefits, including volunteer days, generous parental leave, company-wide events, team offsites, and a mentorship program.

Requirements

• Located in San Francisco
• Excellent written and verbal communication skills
• Driven, hunter mentality, detail oriented, and team player
• Self-starter with highly-developed interpersonal and organizational skills; decisive and results-oriented person who is prepared to work in a fast-paced and demanding environment
• Passionate about pursuing and growing a career in technology/SaaS sales
• Comfortable and accountable while working remotely
• Proactive and wants to be coached consistently while always looking to improve

Responsibilities

• 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
• Gain an understanding of the MM industry and the value our solutions provide customers
• Achieve quarterly quota
• 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

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