Planful is the FP&A Platform for Continuous Planning, dedicated to enhancing financial decision-making across organizations. The Sales Development Representative will focus on generating pipeline through outbound activities, qualifying leads, and collaborating with Account Executives to identify opportunities in target accounts.
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 MM 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 in Top-of-Funnel sales role preferred, working in SaaS or Internet is a plus
- Bachelor's Degree – Finance or Accounting degree is a plus or relatable fields
- 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