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

Planful is looking for a Sales Development Manager to head up our West Coast SDR team as we continue to scale with record-breaking growth. In this role, you will work closely with our current SDRs to uplevel their current skill set and continue honing their prospecting skills.

You will have an opportunity to help define and identify Planful's best prospects, from directors at mid-sized companies to C-level Fortune 500 executives. Your mission will be to develop, train and hire highly driven SDRs, and help them understand how to connect with prospects, establish rapport, and —most important—articulate Planful’s value proposition in a clear and convincing manner. The knowledge you disseminate as your team interacts with prospects will be foundational to improving Planful’s product, value statement, market positioning, and revenue structure.

You will be a player-coach, working alongside your reps on everything from day-to-day processes to strategizing on their overall career development. The current team exists at ~5 reps who run point on all Lower Mid-Market leads.

Responsibilities

  • Hire, manage and mentor a rapidly growing SDR team--drive processes that scale.
  • Oversee lead generation: outbound prospecting, trade shows and other functions.
  • Discover, improve and execute new approaches to reach our audience, including events and shows, campaigns, referrals, collateral and case studies.
  • Employ a consultative approach in assessing clients’ needs and developing an understanding of the challenges faced by their business.

What you Bring to the Table

  • Located on the West Coast - Pacific or Mountain Time zones
  • Our ideal candidate has been an SDR in the past (minimum 1+ year of prospecting-specific experience) and has since seen success in a leadership capacity
  • Great communication and interpersonal skills, with the ability to explain complex concepts in a simple way. You will need to interact with senior clients, understand their needs and drive towards a solution.
  • A natural leader who excels in coaching and mentoring top sales talent with a track record of exceeding individual and team goals
  • Process-oriented mindset, figuring out what works and capitalizing on it by adding new details to future opportunities.
  • Ownership mindset demonstrating drive, initiative, energy and a sense of urgency.
  • Well-versed and diligent in managing end-to-end sales cycle through a CRM system.
  • Experience working in a rapidly growing, fast-paced organization selling SaaS solutions to MM/enterprise companies
  • Able to thrive in a small team with a highly dynamic work environment and switch rapidly from strategy to execution.

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 $75,000-$100,000 USD per year. More details about our company benefits can be found here: https://planful.com/jobs/

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