Hybrid SaaS SDR — Outbound & Pipeline Growth

Planful; Austin (TX); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Volunteer days

Birthday PTO

Wellness Days

Maternity/Paternity leave

Talkspace

Company-wide gatherings

Home office setup reimbursement

ERGs & communities

Job summary

Planful is seeking a Sales Development professional to fuel outbound growth for its SaaS finance platform. The role focuses on filtering and qualifying outbound interest, generating pipeline, and helping prospective customers address business problems.

The position is hybrid and based near Austin, TX, with opportunities to collaborate across the sales team and leverage Planful’s tech stack to accelerate qualification and booking of meetings.

Qualifications

• 6–18 months of professional experience 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 interpersonal and organizational skills in a fast-paced environment
• Experience with Salesforce and Outreach is a plus

Responsibilities

• Execute 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 map business value
• Partner with Account Executives to strategize outbound approach in target accounts
• Gain an understanding of the MM industry and the value Planful solutions provide
• Achieve quarterly quota
• Provide the Account Executive team with detailed call notes and next steps
• Update and maintain customer information in Salesforce.com

Skills

Outbound sales

Prospecting

Communication

Hunter mentality

Team player

Detail oriented

Tools

Salesforce

Outreach

Job description

Planful is seeking a Sales Development professional to fuel outbound growth for its SaaS finance platform. The role focuses on filtering and qualifying outbound interest, generating pipeline, and helping prospective customers address business problems.

The position is hybrid and based near Austin, TX, with opportunities to collaborate across the sales team and leverage Planful’s tech stack to accelerate qualification and booking of meetings.