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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.

Lead, hire, coach and scale a 6–10 person SDR team to generate qualified pipeline through outbound prospecting, inbound qualification, account-based motions, and product-led signals. Partner with Sales and Marketing, establish performance frameworks and KPIs, and develop playbooks to improve outreach, conversion, and pipeline quality for enterprise SaaS sales.

Lead and develop a team of 6–10 SDRs to generate qualified pipeline through outbound prospecting, inbound qualification, account-based motions, and events. Recruit, coach, and mentor SDRs, align with Sales and Marketing on GTM strategy, establish operational rigor and KPIs, and iterate on outreach approaches to engage finance and accounting decision-makers from directors to C-level.

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.

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

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

Analyze sales, pipeline, and revenue data to produce forecasting, performance, retention, pricing, and capacity insights. Build and maintain forecast models, surface bottlenecks, support planning cycles, and translate analysis into executive-ready presentations. Collaborate with Business Systems, Marketing Ops, Customer Success, and IT to validate data and ensure cross-system alignment.