Hybrid SaaS SDR — Finance Tech, Quota-Driven

Planful; Scottsdale (AZ); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Volunteer days

Birthday PTO

Wellness days

Parental leave

Talkspace access

Annual company gatherings

Office hubs

Home office setup

Job summary

Planful is seeking a Sales Development professional to drive outbound prospecting and build pipeline in a fast-paced SaaS environment. The role will focus on filtering and qualifying outbound interest, generating opportunities, and assisting prospective customers in addressing business problems.

The position is hybrid out of Scottsdale, Arizona, with responsibilities including outbound activities, discovery calls, and collaboration with Account Executives.

Qualifications

• 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.
• Experience with Salesforce and Outreach is a plus.

Responsibilities

• 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 FPM 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.

Skills

Sales experience

Written & verbal communication

Hunter mentality

Self-starter

Remote work comfortable

Quota/KPIs experience

Tools

Salesforce

Outreach

Job description

Planful is seeking a Sales Development professional to drive outbound prospecting and build pipeline in a fast-paced SaaS environment. The role will focus on filtering and qualifying outbound interest, generating opportunities, and assisting prospective customers in addressing business problems.

The position is hybrid out of Scottsdale, Arizona, with responsibilities including outbound activities, discovery calls, and collaboration with Account Executives.