Sales Development Representative, Austin

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

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 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

Are you full of energy, creative, and ready for a role in a fast-paced, SaaS-based company? Planful is looking to grow our Sales Development team to keep up with our growing demand. You will develop skills to filter and qualify outbound interest, generate pipeline, and help prospective customers address their business problems.

• This role will be hybrid out of the Austin, Texas area.

What You’ll Do

• 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 MM 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

Requirements

• 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 person who is prepared to work in a fast-paced and demanding environment
• Experience with Salesforce and Outreach is a plus
• Passionate about pursuing and growing a career in technology/SaaS sales
• History of overachieving quotas/KPIs in past experiences
• Comfortable and accountable while working remotely
• Proactive and wants to be coached consistently while always looking to improve.

About The Role

Are you full of energy, creative, and ready for a role in a fast-paced, SaaS-based company? Planful is looking to grow our Sales Development team to keep up with our growing demand. You will develop skills to filter and qualify outbound interest, generate pipeline, and help prospective customers address their business problems.

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

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 supporting our employees and ensuring everyone has access to equal growth opportunities. Compensation decisions are based on each individual’s skills, experience, qualifications, and work location.

The base salary range for this role starts at $50,000 USD + commission and benefits, depending on experience and location. This position is also eligible for bonus or commission. You can learn more about our benefits https://planful.com/jobs/.