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 23andMe, Bose, Boston Red Sox, Five Guys, and Zappos, 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 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.
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
● 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:
● Located on the East Coast
● 3-12 months in Top-of-Funnel sales role preferred; experience working in the Finance sector is a plus
● Bachelor’s Degree in Finance or Accounting degree is a plus
● 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.
Why Planful
Planful exists to enrich the world by helping our customers and our people achieve peak performance. To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:
- 2 Volunteer days, Birthday PTO, and quarterly company Wellness Days
- 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
- Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, and most recently - Palm Desert, California!
- Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
- 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.
- Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
- 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 base salary band for this role is $45,000 - 50,000 USD per year, dependent on working location and experience. This position is eligible for bonuses/ commission and more details about our company benefits can be found here: https://planful.com/jobs/
Top Skills
What We Do
Planful is the pioneer of financial performance management cloud software. The Planful platform is used by the Office of the CFO around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and visual analytics. Planful empowers users to plan confidently, close faster, and report accurately. More than 1,000 customers, including Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy across the end-to-end FP&A process. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at www.planful.com.
