Account Development Representative, Planful

$50-55k

Salesforce

Junior level

Remote in US

Cloud FP&A Platform for Continuous Planning

Be an early applicant

Cloud FP&A Platform for Continuous Planning

501-1000 employees

B2BEnterpriseFinancial ServicesSaaSCloud Computing

Be an early applicant

$50-55k

Salesforce

Junior level

Remote in US

501-1000 employees

B2BEnterpriseFinancial ServicesSaaSCloud Computing

Company mission

Planful was founded to speed up the end-to-end financial planning and analysis process, driven by a vision of continuous planning. It fosters business-wide participation in decision-making and planning, optimising how employees navigate their organisation through frequent and complex business changes.

Job

Company

Role

Who you are

Are you full of energy, creative, and ready for a role in a fast-paced, SaaS-based company? Planful is growing our Account Development team to drive new business in the mid-market
12+ months of experience working in a sales development role within the SaaS industry (preferably within Fintech)
Proven track record of success prospecting into the mid-market at previous companies
Self-motivated with the ability to work both independently and in conjunction with other ADRs and AMs
Outstanding verbal communication, listening and writing skills
Professional, energetic, positive attitude
Excellent organizational and time management skills
Success-driven with a strong work ethic
Operational knowledge of Salesforce.com is a plus
SaaS sales experience a plus
Exposure to Finance industry is a plus

What the job involves

As an Account Development Representative, you’ll be responsible for strategically and creatively generating interest for Planful and building pipeline through outbound outreach at mid-market level companies in the United States
You’ll also work closely with marketing to act as the recipient of interest generated through account-based marketing campaigns
Generate, develop, qualify and set new business opportunities to increase revenue opportunities for the Account Management Team
Proactively contact target prospects via phone, email, social networking and other creative ways
Conduct high level conversations with senior executives within target accounts
Research and prioritize key accounts
Build rapport with prospects through a consultative solution sales approach
Identify and map prospects’ needs to Planful solutions
Maintain a solid understanding of our software solutions, competitors and industry trends
Use tools such as Salesforce.com, LinkedIn Sales Navigator, SalesLoft and more to find and contact prospects
Report on weekly/monthly/quarterly sales results

Our take

Planful is driven by the conviction that continuous planning elevates the financial IQ of all parties involved. It rebranded in 2020 from 'Host Analytics' to reflect this fundamental focus on continuous planning being central to Planful's identity.

Currently, most financial institutions only have quarterly or even annual planning reviews, meaning they have to rely on outdated budget projections & financial metrics so they lag behind the curve. Planful sets itself apart through helping clients to use monthly, weekly, or more frequent cycles. This means businesses can adapt and innovate rapidly in response to events and help drive financial innovation.

Planful’s cloud financial planning and analysis solutions stand out as it delivers 90% reduced reporting time, and up to 75% reduced average time to close. This approach has led to Planful being trusted by hundreds of big-name brands, including Five Guys, Evernote, Boston Red Sox, Robinhood, and TGI Fridays, as well as hundreds of thousands of users across the world.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Few candidates hear
back within 2 weeks

8% employee growth in 12 months

Glassdoor (4.3)

Company

Funding (last 2 of 8 rounds)

Feb 2020

$6.7m

SEED

Nov 2014

$25m

SERIES E

Total funding: $95.3m

Company benefits

12 weeks fully paid parent leave
Flexible working hours
Full medical, dental, vision benefits
Work from home opportunities
Health insurance

Company values

Customers
Teams
Ownership
Excellence
Progress

Articles

Planful and CEO Grant Halloran Named 2020 Winners in the BIG Awards for Business

Host Analytics Rebrands as ‘Planful’ to Emphasize Continuous Planning

Planful CEO - The Great Resignation is a culture problem, and finance leaders play an integral role

Pavilion & G2 announce winners at the inaugural GTM Awards

Leadership

Grant Halloran

(CEO, not Founder)

Having spent over 8 years at ANZ , Grant went onto cco-found ProductBank and Brand Manager. In 2007, he went onto become CEO of Orbis for 5 years. Since then, Grant has worked at Anaplan as CMO and OmniSci as CCO.

People progressing

Sampath Kumar Uppu

Samantha joined Planful as HR & Admin Coordinator in May 2015 after working in HR for Moschip Semiconductor and Cyient. Since May 2022, she has served as Human Resources Operations Manager.

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