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The Implementation Consultant will onboard clients to the Planful platform, translating business needs into solutions and ensuring project delivery excellence.
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Execute outbound prospecting using Planful's tech stack, qualify leads via phone, understand finance users' needs, partner with Account Executives to generate pipeline, maintain Salesforce records, and meet quarterly quota.
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Execute outbound prospecting, qualify leads by phone, gather finance-user requirements, collaborate with AEs, maintain Salesforce, and hit quarterly quota for SaaS FP&A solutions.
Software
The Sales Development Representative will qualify outbound interest, generate leads, and collaborate with Account Executives to strategize outreach within the finance sector.
