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Sales Development Representative, Austin

Planful

Sales Development Representative, Austin

Posted 6 Hours Ago

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Austin, TX, USA

In-Office

Junior

Software

The Role

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.

Summary Generated by Built In

About Us

Planful is the FP&A Platform for Continuous Planning, a company-wide capability that accelerates the end-to-end FP&A process, and fosters business-wide participation in agile decision-making. Continuous planning elevates the financial IQ of everyone involved.

With more than 800 customers including the Boston Red Sox, Robinhood, Five Guys, FabFitFun, TGI Fridays and Evernote, we are built with financial expertise and a dedication to customer success. Hundreds of thousands of users across the globe rely on Planful everyday to steer the critical financial decisions in their organizations.

For more information, please visit www.planful.com or connect on Twitter via @planful.

Why Join Planful?

Our team is full of highly experienced and passionate individuals who are dedicated to continuously making our product and technology the best in the financial planning space. Apart from working with fantastic people and customers everyday we also have some pretty awesome benefits too:

Full medical, dental, vision benefits as well as life insurance
401K
Generous Paid Maternity/Paternity leave
Volunteer Days
Employee discount and assistance program
Flexible working hours on many teams
Regular team and office events!

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 remote out of the Austin, TX 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

Qualifications:

● 6-18 months in Top-of-Funnel sales role preferred, working in SaaS or Internet is a plus

● Bachelor’s Degree – Finance or Accounting degree is a plus or relatable fields

● 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

● Pro-active and wants to be coached consistently while always looking to improve.

Skills Required

6-18 months in top-of-funnel sales role
Bachelor's degree or related field (Finance/Accounting a plus)
Excellent written and verbal communication skills
Driven, hunter mentality, detail oriented, and team player
Self-starter with strong interpersonal and organizational skills
Experience with Salesforce and Outreach
Passion for a career in technology/SaaS sales
History of overachieving quota
Comfortable and accountable working remotely
Proactive and open to continual coaching and improvement

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The Company

HQ: Redwood City, CA

552 Employees

What We Do

Planful is the pioneer of financial performance management cloud software. The Planful platform is used by the Office of the CFO around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and visual analytics. Planful empowers users to plan confidently, close faster, and report accurately. More than 1,000 customers, including Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy across the end-to-end FP&A process. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at www.planful.com.