Sales Development Representative (West)

About Us

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.

About the Role

Are you full of energy, creative, and ready for a role in a fast-paced, SaaS-based company? Planful is looking to grow our Sales Development team to keep up with our growing demand. You will develop skills to filter and qualify outbound interest, generate pipeline, and help prospective customers address their business problems.

Requirements

• 6-18 months of professional experience, ideally in a sales role
• Experience in the Finance or Accounting sector preferred
• Located in the West region of 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
• 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.

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 FPM 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

Why Planful 

Planful exists to enrich the world by helping our customers and our people achieve peak performance. To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:

• Volunteer days, Birthday PTO, and company-wide Wellness Days
• Supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
• Team off-sites in exciting destinations like New York, Sonoma, Nashville, Palm Springs, and our San Francisco headquarters
• 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
• Join Employee Resource Groups like Women of Planful, Parents of Planful, and more. We celebrate individuality and encourage teammates to bring their authentic selves to work - with full support for creating new ERGs and communities along the way
• Participate in People Programs that foster connection and wellbeing, such as Movember, Summer Wellness, Breast Cancer Awareness Month, and Hispanic Heritage Month

Pay Transparency Statement

At Planful, our top priority is supporting our employees and ensuring everyone has access to equal growth opportunities. Compensation decisions are based on each individual’s skills, experience, qualifications, and work location.

The base salary range for this role starts at $50,000 CAD, depending on experience and location. This position is also eligible for bonus or commission. You can learn more about our benefits https://planful.com/jobs/.