P
Planful
Sales Development Representative
Skills
Salesforce
2 months ago
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Important information
Contract type:
Permanent
Location:
Boston, MA, USA
Work mode:
Onsite
Published on:
19 August 2026
What they need
- 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
Benefits
- 12 weeks fully paid parent leave
- Flexible working hours
- Full medical, dental, vision benefits
- Work from home opportunities
- Health insurance- Driven, hunter mentality, detail oriented, and team player
- Bachelor’s Degree – Finance or Accounting degree is a plus or relatable fields
- Comfortable and accountable while working remotely
- Passionate about pursuing and growing a career in technology/SaaS sales
- Excellent written and verbal communication skills
- Experience with Salesforce and Outreach is a plus
- 6-18 months in Top-of-Funnel sales role preferred, working in SaaS or Internet is a plus
- Pro-active and wants to be coached consistently while always looking to improve
- History of overachieving quota in past experiences
- 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
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