Sales Development Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Execute outbound initiatives utilizing the Planful technology suite.

• Engage with potential clients via phone to assess and qualify opportunities.

• Identify the pain points of finance users, gather their requirements, and link business value to customer needs.

• Collaborate with Account Executives to refine your outbound strategy for identifying opportunities within target accounts.

• Develop a thorough understanding of the Financial Performance Management (FPM) industry and the benefits our solutions offer to customers.

• Meet or exceed quarterly quotas.

• Provide the Account Executive team with comprehensive call notes to ensure clarity on the opportunity and outline the subsequent steps.

• Regularly update and maintain customer data within Salesforce.com.

⛳️ Requirements

• 6 to 18 months of professional experience, preferably in a sales position.

• Experience in the Finance or Accounting industry is preferred.

• Exceptional written and verbal communication abilities.

• Motivated, detail-oriented team player with a proactive hunter mentality.

• Self-motivated with well-developed interpersonal and organizational skills.

• Familiarity with Salesforce and Outreach is advantageous.

• Enthusiastic about building a career in technology/SaaS sales.

• Proven track record of consistently exceeding quotas/KPIs in previous roles.

• Comfortable and responsible while working remotely.

• Eager to receive coaching and continuously seeking improvement.

🏝️ Benefits

• Volunteer days.

• Birthday PTO.

• Company-wide Wellness Days.

• Supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave.

• Team off-sites in exciting locations such as New York, Sonoma, Nashville, Palm Springs, and at our San Francisco headquarters.

• Office hubs located in San Francisco, Toronto, and London.

• Home office setup support.

• Monthly reimbursements for wifi and cell phone expenses for remote employees.

• Opportunity to join Employee Resource Groups like Women of Planful, Parents of Planful, and more.

• Participate in People Programs that promote connection and wellbeing, including Movember, Summer Wellness, Breast Cancer Awareness Month, and Hispanic Heritage Month.