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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.

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.

The Sales Development Representative will qualify outbound interest, generate leads, and collaborate with Account Executives to strategize outreach within the finance sector.

Manage customer accounts, support feature adoption, provide customer training, ensure effective use of SaaS solutions, and build customer relationships.

The Marketing Operations Manager will execute campaigns, maintain data integrity, optimize processes, and report on marketing metrics, focusing on collaboration and efficiency.

The Implementation Consultant will onboard clients to the Planful platform, translating business needs into solutions and ensuring project delivery excellence.