Sales Development Representative, Austin

Sales Development Representative (Remote, Austin Area)

Company: Planful Location: Remote (Austin, TX Area) Employment Type: Permanent Seniority: Junior

About Planful

Planful is the FP&A (Financial Planning & Analysis) Platform for Continuous Planning. We empower companies to accelerate their end-to-end FP&A process and foster business-wide participation in agile decision-making, elevating the financial IQ of everyone involved. With over 800 customers, including renowned organizations like the Boston Red Sox, Robinhood, and Evernote, Planful is built on financial expertise and a dedication to customer success. Hundreds of thousands of users worldwide rely on Planful daily to guide critical financial decisions.

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

Why Join Planful?

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

• Full medical, dental, and vision benefits, plus life insurance
• 401K plan
• Generous paid maternity/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 Austin, TX area.

What You'll Do

• Execute outbound activities using the Planful tech stack.
• Conduct phone 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 target accounts.
• Gain a deep understanding of the mid-market industry and the value our solutions provide.
• Achieve quarterly quota targets.
• Provide detailed call notes to the Account Executive team to ensure clear understanding of opportunities and next steps.
• Update and maintain customer information in Salesforce.

Requirements

• 6-18 months of experience in a Top-of-Funnel sales role preferred; experience in SaaS or Internet industries 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 overachieving quota in past roles.
• Comfortable and accountable working remotely.
• Proactive, coachable, and consistently seeking improvement.