Planful
SaaS
SalesDevelopmentRepresentative
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Sales Development Representative at Planful. Skills: Sales development, Pipeline generation, Customer qualification. Execute outbound activities. Conduct discussions with prospects”
What You'll Achieve.
Achieve quarterly quota
Industry & Context.
Work remotely
What They're Looking For.
Must Have
6-12 months Top-of-Funnel sales role
Nice to Have
SaaS or Internet experience, Salesforce experience, Outreach experience
What You'll Do.
Execute outbound activities
Conduct discussions with prospects
Identify and qualify opportunities
Understand finance users’ pain points
Correlate business value to customer needs
Partner with Account Executives
Strategize outbound approach
Identify opportunities in target accounts
Gain understanding of industry
Understand value of solutions
Achieve quarterly quota
Provide Account Executive team with detailed call notes
Ensure opportunity is understood
Update and maintain customer information
How You'll Work.
Team & Collaboration
Partner with Account Executives
Communication Scope
Written communication; Verbal communication
Full 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 empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,500 customers, including Bose, Thule, Boston Red Sox, and Five Guys, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company 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 in the UK 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 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 What you Bring to the Table 6-12 months in Top-of-Funnel sales role preferred, working in SaaS or Internet is a plus Excellent written and verbal communication skills Driven, hunter mentality, detail oriented, and team player Self-starter with highly-developed interp
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