Business Development Representative (East)

About Us

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, 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 1,400 customers, including 23andMe, Bose, Boston Red Sox, Five Guys, and Zappos, rely on Planful to accelerate 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 planful.com.

About the Role

We’re seeking a motivated and enthusiastic BDR to join our team and be at the forefront of our sales efforts for our Planful for Marketing tool. As a BDR, you will play a crucial role in our sales process by generating and qualifying leads at the top of the funnel. As the first point of contact for potential customers, your primary responsibility will be outbound prospecting daily, utilizing various channels such as phone calls, emails, and social media to connect with potential customers. Your goal is to identify and qualify leads, creating a robust pipeline that will drive revenue growth for Planful.

Responsibilities

• Daily Inbound and Outbound Prospecting: Engage in high-volume outreach via calls, emails, and social media to identify and connect with potential customers.
• Pipeline Creation & Management: Develop and maintain a steady stream of qualified leads through diligent prospecting and research efforts. Maintain accurate and up-to-date records of all activities and interactions in the CRM system.
• Collaborative Partnership: Work hand-in-hand with Account Executives to ensure a seamless transition of qualified leads and to strategize on the best approaches for different market segments.
• Qualification: Engage in meaningful conversations with prospects to understand their needs, pain points, and potential fit for our solutions. Gather and share feedback from prospects to help refine messaging and product positioning.
• Collaboration: Work closely with the marketing and sales teams to align outreach efforts with ongoing campaigns and strategies.
• Performance Metrics: Achieve and exceed weekly and monthly targets for the number of meetings booked and conversion rates. You will be evaluated on your ability to consistently generate high-quality leads that result in successful sales engagements.

What you Bring to the Table

• Bachelor’s Degree in Finance or Marketing is a plus
• 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
• Comfortable and accountable while working remotely
• Proactive and wants to be coached consistently while always looking to improve

Why Planful 

Planful exists to enrich the world by helping our customers and our people achieve peak performance. To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:

• 2 Volunteer days, Birthday PTO, and quarterly company Wellness Days
• Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, and most recently - Palm Desert, California!
• Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco 
• Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for all employees, in-office or remote.
• 3 months supply of diapers and meal deliveries for the first month of your  Maternity/Paternity leave
• Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
• Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way

Pay Transparency Statement

At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location. 

Our salary band for this role is $45,000 - $50,000 per year, depending on working location and experience. More details about our company benefits can be found here: https://planful.com/jobs