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 looking to grow our Sales Development team to keep up with our growing demand. You will develop skills to filter and qualify outbound interest, generate pipeline, and help prospective customers address their business problems.

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

What you Bring to the Table

  • 6-18 months in Top-of-Funnel sales role preferred, working in SaaS or Internet is a plus
  • Located in the West region of the US or Canada
  • 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
  • Proactive and wants to be coached consistently while always looking to improve.

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,  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, and most recently - Palm Desert, California!
  • Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco 
  • Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for all employees, in-office or remote.
  • Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
  • Employee Resource Groups such as Women of 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 salary band for this role is $50,000 per year, depending on working location and experience. More details about our company benefits can be found here: https://planful.com/jobs

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