Sales Development Representative

Summary

Join Planful's growing Sales Development team as an Inbound Sales Development Representative! You will engage and qualify inbound leads, conduct discovery calls to identify business needs, and collaborate with marketing and account executives. This role requires strong communication and relationship management skills, and a passion for SaaS sales. A background in marketing or education is preferred, but not required. Planful offers a best-in-class culture with various benefits, including paid time off, parental leave support, team offsites, a mentorship program, and employee resource groups.

Requirements

• Driven and results-oriented, with a strong desire to grow a career in technology/SaaS sales and the ability to thrive in a fast-paced, high-performance environment
• Excellent communicator and team player, with strong written and verbal communication skills, a collaborative mindset, and attention to detail
• Self-motivated and coachable, excelling in a remote work setting, eager to receive feedback, and proactive in managing multiple priorities effectively
• Passionate about pursuing and growing a career in technology/SaaS sales
• Bachelor’s Degree

Responsibilities

• Engage and qualify inbound leads using Planful’s tech stack, ensuring a seamless transition into the sales pipeline
• Conduct strategic discovery calls with prospects to identify business needs, qualify opportunities, and drive engagement, later introducing prospects to Planful Account Executive to further drive partnership
• Understand finance users’ pain points, gather key requirements, and align Planful’s solutions with their business objectives
• Collaborate with Marketing and Account Executives to optimize inbound lead conversion and develop targeted outreach strategies. This can come in the form of remote website lead generation, or in-person events
• Develop industry expertise, gaining a deep understanding of the mid-market landscape and the value Planful delivers to customers
• Consistently meet and exceed quarterly quotas of qualified pipeline/AE introductions, contributing to overall revenue growth
• Provide detailed call notes and insights to Account Executives, ensuring a smooth handoff and well-defined next steps
• Maintain accurate and up-to-date customer information in Salesforce to support data-driven decision-making

Preferred Qualifications

• Background in marketing or education
• Strong relationship management skills and public speaking experience
• Finance, Accounting, or Marketing degree
• Experience with Salesforce and Outreach

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
• Team-specific offsites
• 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
• Bonuses/commission