Planful is a pioneer in financial performance management cloud software, helping businesses worldwide enhance their financial operations. The Sales Development Representative will be responsible for generating pipeline, qualifying outbound interest, and assisting prospective customers in addressing their business challenges.
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 FPM 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
Requirements:
- 6-18 months of professional experience, ideally in a sales role
- 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
- Passionate about pursuing and growing 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 while always looking to improve
- Experience in the Finance or Accounting sector preferred
- Experience with Salesforce and Outreach is a plus