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 www.planful.com. 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 financial planning 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
401K
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 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 inbound leads, generate pipeline, and help prospective customers address their business problems.
What you\'ll do:
Execute on inbound 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
Qualifications:
3-12 months in Top-of-Funnel sales role preferred, working in SaaS or Internet is a plus
Bachelor\'s Degree \xe2\x80\x93 Finance or Accounting degree is a plus or relatable fields
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.
Employees Love Working at Planful Check out Glassdoor reviews to see Planful\'s company and CEO approval ratings along with our Great Place to Work Certifications in the U.S, Canada, and India here! Eager to join the team, but worried you don\'t meet the above requirements? Apply anyway and we\'d love to take the opportunity to discuss further details!
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