Sales Development Representative

Role Overview

• Execute on outbound activities using the Planful tech stack
• Conduct discussions with prospects 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
• 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
• Update and maintain customer information in Salesforce.com

Requirements

• 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 highly-developed interpersonal and organizational skills
• Experience with Salesforce and Outreach is a plus
• Passionate about pursuing 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

Tech Stack

• SFDC

Benefits

• Volunteer days
• Birthday PTO
• Company-wide Wellness Days
• Supply of diapers and meal deliveries for Maternity/Paternity leave
• Team off-sites in exciting destinations
• Office hubs in San Francisco, Toronto, and London
• Home office setup, monthly wifi, and cell phone reimbursements
• Employee Resource Groups including Women of Planful and Parents of Planful