Sales Development Representative

Summary

Join Planful's Sales Development team and contribute to the growth of a fast-paced SaaS company. Develop skills in outbound lead qualification, pipeline generation, and addressing customer business problems. Execute outbound activities using Planful's technology, conduct prospect discussions to identify and qualify opportunities, and understand finance users' pain points. Partner with Account Executives to strategize outbound approaches, achieve quarterly quotas, and provide detailed call notes. Maintain customer information in Salesforce.com and work remotely.

Requirements

• 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
• 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
• 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

Preferred Qualifications

• 6-12 months professional experience preferred. Background in SaaS or Internet is a plus
• Bachelor’s Degree in Finance or Accounting degree is a plus
• 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

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, Palm Desert, and most recently, Nashville!
• Team-specific off-sites in cities like New York, Sonoma, or our 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 remote employees
• 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