Sales Development Representative

Summary

Join Planful's Sales Development team and contribute to the growth of a fast-paced, SaaS-based 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, gain an understanding of the MM industry, and achieve quarterly quotas. Provide detailed call notes and maintain customer information in Salesforce. This role requires strong communication, a hunter mentality, and experience in a top-of-funnel sales role.

Requirements

• 6-18 months in Top-of-Funnel sales role preferred, working in SaaS or Internet is a plus
• Located in the East region of the US or Canada
• 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

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

Preferred Qualifications

• 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
• Comfortable and accountable while working remotely
• Proactive and wants to be coached consistently while always looking to improve

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