SDR Operations & Analytics 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

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.