Sales Development Operations Specialist

Socket.dev; United States; Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Volunteer days

Birthday PTO

Wellness days

Parental leave

Mental health support

Team gatherings

Home office setup reimbursement

Job summary

Planful is hiring a Sales Development Operations Specialist to own the systems, data, and reporting behind our SDR team. You’ll sit at the center of our pipeline-generation engine, deciding which accounts SDRs target and keeping tools running smoothly.

This hands-on role requires turning ICP into target accounts, evaluating programs, and automating manual work in partnership with Operations. No quota, but you’ll influence every qualified opportunity the team creates.

Qualifications

• 2+ years in revenue operations, sales ops, or sales development ops in a B2B SaaS environment.
• Hands-on experience with a modern GTM stack: Salesforce plus a sales engagement platform (Outreach, Salesloft, or similar), a dialer (Orum or similar).
• Strong reporting and analysis skills; able to build manager-facing funnel metrics and explain numbers.
• Service mindset for day-to-day user support with root-cause thinking.
• Translate business needs into clear technical requirements.

Responsibilities

• Own SDR list building using our ICP to identify which Salesforce accounts and net-new prospects SDRs should target.
• Regularly analyze and refine the account list to ensure SDRs focus on best-fit accounts.
• Manage net-new account assignments on a quarterly cadence.
• Evaluate SDR prospecting programs and optimize channels to cut or scale.
• Build and maintain SDR efficiency reporting for managers; track funnel metrics.
• Own SDR capacity modeling and calculate remaining outreach capacity.
• Track SDR SLA adherence and drive accountability.
• Provide day-to-day SDR tech support across Orum, Outreach, ZoomInfo, and UserGems.
• Translate SDR needs into technical requirements and collaborate with Operations.
• Identify data and enrichment gaps with Ops and Marketing to close them.
• Drive workflow efficiencies for the SDR team.

Skills

Revenue operations

Sales operations

Reporting & analytics

Clear communication

Systems thinking

Tools

Salesforce

Outreach

Salesloft

Orum

ZoomInfo

UserGems

Clay

Zapier

Job description

About Us

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.

About the role

Planful is hiring a Sales Development Operations Specialist to own the systems, data, and reporting behind our SDR team. You’'ll sit at the center of our pipeline-generation engine: deciding which accounts our SDRs go after, keeping the tools they prospect in running smoothly, and giving managers the reporting they need to see what's working and what isn't.

This is a hands-on operations role with real ownership. You'll be the person who turns our ICP into a target account list, evaluates which prospecting programs deserve more investment, and spots the manual work slowing down a 30-person team — then partners with Operations to automate it. You won't carry a quota, but your fingerprints will be on every qualified opportunity the team creates. If you like owning process end to end and measuring whether it actually moved pipeline, this is a great fit.

Responsibilities

• Own SDR list building — using our ICP to identify which Salesforce accounts and net-new prospects SDRs should be targeting
• Regularly analyze and refine the account list to ensure SDRs are focused on best-fit accounts, deprioritizing poor fits
• Manage net-new account assignment on a quarterly cadence
• Evaluate SDR prospecting programs on an ongoing basis — identify which channels are performing, where they're breaking down in the funnel, and recommend which to cut or scale
• Build and maintain SDR efficiency reporting for managers, tracking core funnel metrics (call-to-connect, email reply rate, connect-to-conversation, conversation-to-meeting, meeting-to-opportunity)
• Own SDR capacity modeling — reporting on lead/account volume by prospecting bucket and calculating remaining cold-outreach capacity needed
• Track and enforce SDR SLA adherence, flagging gaps and driving accountability
• Provide day-to-day SDR tech support across Orum, Outreach, ZoomInfo, and UserGems — provisioning/de-provisioning, password resets, and troubleshooting
• Build UserGems audiences and campaigns that feed into Outreach sequences
• Translate SDR business needs into technical requirements and partner with Business Operations to implement solutions
• Identify data and enrichment gaps, partnering with Business Operations and Marketing Operations to close them
• Identify and drive additional workflow efficiencies for the SDR team

Qualifications

• 2+ years in revenue operations, sales operations, or sales development operations in a B2B SaaS environment. Prior SDR or sales experience is a plus.
• Hands-on experience with a modern GTM stack: Salesforce plus a sales engagement platform (Outreach, Salesloft, or similar), a dialer (Orum or similar), and enrichment/signal tools (ZoomInfo, UserGems, Clay, or similar).
• Strong reporting and analysis skills. You can build manager-facing reporting on funnel metrics (call-to-connect, reply rate, connect-to-conversation, conversation-to-meeting, meeting-to-opportunity) and explain what the numbers mean.
• A service mindset for day-to-day user support, paired with the instinct to fix the root cause instead of the same ticket twice.
• Ability to translate business needs into clear technical requirements
• A systems thinker with high ownership: you spot manual work, build the fix, document it, and measure the result.
• Ability to communicate clearly with both technical and non-technical audiences, and to keep SDR processes aligned with Sales
• Familiarity with AI/LLM tools, APIs, webhooks, or automation platforms (Zapier, Make, Workato, or code) is a plus.

Why Planful:

To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:

• 2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days
• 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave
• Talkspace access and mental health support
• Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!
• Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for all employees, in-office or remote.
• Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way

Pay Transparency Statement

At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location.

Our salary band for this role is $90,000–$110,000 USD OTE per year, depending on working location and experience. More details about our company benefits can be found here: https://planful.com/jobs/