About Us

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,500 customers, including 23andMe, Bose, Boston Red Sox, Five Guys, and Zappos, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at planful.com.

About the Role

Are you full of energy, creative, and ready for a role in a fast-paced, SaaS-based company? Planful is growing our Account Development team to drive new business in the mid-market. As an Account Development Representative, you’ll be responsible for strategically and creatively generating interest for Planful and building pipeline through outbound outreach at mid-market level companies in the United States. You’ll also work closely with marketing to act as the recipient of interest generated through account-based marketing campaigns.

Responsibilities

  • Generate, develop, qualify and set new business opportunities to increase revenue opportunities for the Account Management Team
  • Proactively contact target prospects via phone, email, social networking and other creative ways
  • Conduct high level conversations with senior executives within target accounts.
  • Research and prioritize key accounts
  • Build rapport with prospects through a consultative solution sales approach
  • Identify and map prospects’ needs to Planful solutions
  • Maintain a solid understanding of our software solutions, competitors and industry trends
  • Use tools such as Salesforce.com, LinkedIn Sales Navigator, SalesLoft and more to find and contact prospects
  • Report on weekly/monthly/quarterly sales results

What you Bring to the Table

  • 12+ months of experience working in a sales development role within the SaaS industry (preferably within Fintech)
  • Proven track record of success prospecting into the mid-market at previous companies
  • Self-motivated with the ability to work both independently and in conjunction with other ADRs and AMs
  • Outstanding verbal communication, listening and writing skills
  • Professional, energetic, positive attitude
  • Excellent organizational and time management skills
  • Success-driven with a strong work ethic
  • Operational knowledge of Salesforce.com is a plus
  • SaaS sales experience a plus
  • Exposure to Finance industry is a plus

Why Planful 

Planful exists to enrich the world by helping our customers and our people achieve peak performance. To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:

  • 2 volunteer days per year, Birthday PTO, and quarterly company Wellness Days
  • 3 months' supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
  • Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, Austin, and most recently Palm Beach
  • Team-specific off-sites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco 
  • Remote first culture with benefits such as home office setup, and monthly wifi and cell phone reimbursements 
  • Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
  • Employee Resource Groups such as Women of Planful, LatinX at Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way

Pay Transparency Statement 

At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location. 

Our base salary band for this role is $50,000 - $55,000 per year. More details about our company benefits can be found here: https://planful.com/jobs/

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