Sales Development Representative, Planful

West

$50k

Salesforce

Outreach

Entry and Junior level

San Francisco Bay Area

More information about location

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

$50k

Salesforce

Outreach

Entry and Junior level

San Francisco Bay Area

More information about location

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

6-18 months in Top-of-Funnel sales role preferred, working in SaaS or Internet is a plus
Located in the West region of the US or Canada
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
Proactive and wants to be coached consistently while always looking to improve

What the job involves

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
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
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

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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