Sales Development Representative, Boston

Host Analytics Inc; Boston (MA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

401K

Paid maternity/paternity leave

Volunteer days

Employee discount

Flexible working hours

Team events

Job summary

Planful is seeking an energetic Sales Development professional to join our fast-paced, SaaS-based organization. The role focuses on outbound qualification, generating pipeline, and helping prospects address business problems. This position is hybrid out of the Boston, MA area.

You will develop skills to filter and qualify interest, engage with prospects over the phone, and collaborate with Account Executives to drive opportunities. A hunter mentality and strong communication are essential.

Qualifications

• 6-18 months in Top-of-Funnel sales role, SaaS or Internet is a plus.
• Bachelor’s Degree in Finance or Accounting.
• Excellent written and verbal communication skills.
• Driven hunter mentality, detail oriented, and team player.
• Self-starter with interpersonal and organizational skills; decisive.
• Experience with Salesforce and Outreach is a plus.
• Passionate about pursuing a career in technology/SaaS sales.
• History of overachieving quota in past experiences.

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 relate business value to needs.
• Partner with Account Executives to strategize outbound approaches.
• Gain understanding of the MM industry and value of our solutions.
• Achieve quarterly quota.
• Provide detailed call notes to ensure clear next steps.
• Update and maintain customer information in Salesforce.com.

Skills

Top-of-Funnel Sales

SaaS Sales

Communication

Remote Work

Quota Attainment

Education

Finance degree

Accounting

Tools

Salesforce

Outreach

Job description

About Us

Planful is the FP&A Platform for Continuous Planning, a company-wide capability that accelerates the end-to-end FP&A process, and fosters business-wide participation in agile decision-making. Continuous planning elevates the financial IQ of everyone involved. With more than 800 customers including the Boston Red Sox, Robinhood, Five Guys, FabFitFun, TGI Fridays and Evernote, we are built with financial expertise and a dedication to customer success. Hundreds of thousands of users across the globe rely on Planful everyday to steer the critical financial decisions in their organizations. For more information, please visit www.planful.com or connect on Twitter via @planful.

Why Join Planful?

Our team is full of highly experienced and passionate individuals who are dedicated to continuously making our product and technology the best in the financial planning space. Apart from working with fantastic people and customers everyday we also have some pretty awesome benefits too:

• Full medical, dental, vision benefits as well as life insurance
• 401K
• Generous Paid Maternity/Paternity leave
• Volunteer Days
• Employee discount and assistance program
• Flexible working hours on many teams
• Regular team and office events!

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 Boston, MA 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

Qualifications

• 6-18 months in Top-of-Funnel sales role preferred, working in SaaS or Internet is a plus
• Bachelor’s Degree – Finance or Accounting degree is a plus or relatable fields
• 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 quota in past experiences
• Comfortable and accountable while working remotely
• Pro-active and wants to be coached consistently while always looking to improve.