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.

*This role will be hybrid out of the Austin, Texas area.

What You'll Do

● 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

Requirements

6-18 months of professional experience, ideally in a sales role
Experience in the Finance or Accounting sector preferred
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 quotas/KPIs in past experiences
Comfortable and accountable while working remotely
Proactive and wants to be coached consistently while always looking to improve.

About Us

About the Role

Requirements

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