Sales Development Representative

Summary

Join Planful's growing Sales Development team as a highly motivated and proactive individual ready for a fast-paced SaaS environment. You will develop skills in outbound lead qualification, pipeline generation, and addressing customer business needs. Responsibilities include executing outbound activities using Planful's tech stack, conducting prospect discussions, understanding finance user pain points, partnering with Account Executives, meeting sales quotas, providing detailed call notes, and maintaining customer information in Salesforce. The ideal candidate is a recent graduate or early-career professional with excellent communication skills, a hunter mentality, and experience with Salesforce and Outreach is a plus. Planful offers a remote-first culture with various benefits, including generous PTO, parental leave support, company-wide events, home office setup reimbursements, a mentorship program, and employee resource groups.

Requirements

• Located in the West or Mountain time zone of the US or Canada
• 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
• 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

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
• 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

Preferred Qualifications

• Experience with Salesforce and Outreach is a plus
• Passionate about pursuing and growing a career in technology/SaaS sales

Benefits

• 2 volunteer days per year, 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, Austin, Palm Springs, and Nashville
• Team-specific off-sites in cities like New York, Sonoma, or our HQ based in downtown San Francisco
• Remote first culture with benefits such as home office setup, and monthly wifi and cell phone reimbursements
• Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
• Employee Resource Groups such as Women of Planful, LatinX at 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