Sales Development Representative, Scottsdale

Sales Development Representative (Remote)

Company: Planful Location: Remote (USA - Scottsdale, AZ area) Employment Type: Permanent Seniority: Junior

About Planful

Planful is the FP&A Platform for Continuous Planning, empowering companies with a capability that accelerates the end-to-end FP&A process and fosters business-wide participation in agile decision-making. Our platform elevates the financial intelligence of everyone involved.

We serve over 800 customers, including notable organizations like the Boston Red Sox, Robinhood, Five Guys, FabFitFun, TGI Fridays, and Evernote. Built on financial expertise and a commitment to customer success, hundreds of thousands of users globally rely on Planful daily to guide critical financial decisions.

Learn more at www.planful.com or connect with us on Twitter via @planful.

Why Join Planful?

Join a team of highly experienced and passionate individuals dedicated to making our product and technology the best in the financial planning space. In addition to working with fantastic people and customers, we offer excellent benefits:

• Full medical, dental, and vision benefits, plus life insurance
• 401K plan
• Generous paid maternity and paternity leave
• Volunteer Days
• Employee discount and assistance program
• Flexible working hours on many teams
• Regular team and office events

About the Role

Are you energetic, creative, and ready for a role in a fast-paced, SaaS company? Planful is expanding its Sales Development team to meet growing demand. In this role, you will develop skills in filtering and qualifying outbound interest, generating pipeline, and helping prospective customers address their business challenges. This is a remote position based in the Scottsdale, AZ area.

What You'll Do

• Execute outbound activities utilizing the Planful tech stack.
• Conduct phone-based discussions with prospects to identify and qualify opportunities.
• Understand finance users' pain points, gather requirements, and articulate business value aligned with customer needs.
• Collaborate with Account Executives to strategize outbound approaches for identifying opportunities within target accounts.
• Develop a strong understanding of the mid-market industry and the value our solutions provide.
• Achieve quarterly sales quotas.
• Provide detailed call notes to the Account Executive team to ensure clear understanding of opportunities and defined next steps.
• Update and maintain customer information in Salesforce.com.

Requirements

• 6-18 months of experience in a Top-of-Funnel sales role preferred; SaaS or Internet industry experience is a plus.
• Bachelor's Degree; a Finance or Accounting degree, or a related field, is a plus.
• Excellent written and verbal communication skills.
• A driven, hunter mentality with a detail-oriented and team-player attitude.
• Self-starter with highly developed interpersonal and organizational skills; decisive and results-oriented, prepared for a fast-paced and demanding environment.
• Experience with Salesforce and Outreach is a plus.
• Passion for pursuing and growing a career in technology/SaaS sales.
• Proven history of exceeding quota in past roles.
• Comfortable and accountable working remotely.
• Proactive, coachable, and consistently seeking improvement.