Sales Development Representative (West)



Sales & Business Development
United States · Remote
Posted on Monday, December 11, 2023

About Us

Planful is the pioneer of financial performance management cloud software. The Planful platform 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 1,300 customers, including Boston Red Sox, Bose, 23andMe, Zappos, and Five Guys rely on Planful to accelerate their 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 or connect on Twitter via @planful.

Why Join Planful?

Our team is full of highly experienced and passionate individuals, who are dedicated to continuously making our product and technology the best in the FP&A space. Apart from working with fantastic people and customers everyday, we also have some pretty awesome benefits too:

  • Full medical, dental, vision benefits as well as life insurance
  • Generous Paid Maternity/Paternity leave
  • Volunteer Days
  • Employee discount and assistance program
  • Flexible working hours on many teams
  • Regular team and office events! (virtually)

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.
What you'll do:
● 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
● 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
● 3-12 months in Top-of-Funnel sales role preferred, working in SaaS or Internet is a plus
● Bachelor’s Degree in Finance or Accounting degree is a plus
● 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
● Pro-active and wants to be coached consistently while always looking to improve.

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 starting base salary for this role is $45,000 USD. As a part of this role, you are also eligible for commission, equity, benefits, and wellbeing resources. More details about our company benefits can be found here: