Sales Development Representative (Toronto)

As a Sales Development Representative at Planful, your primary responsibilities include executing outbound activities using our tech stack, conducting discussions with prospects to identify and qualify opportunities, and understanding finance users’ pain points. You’ll also work alongside Account Executives to strategize approaches for targeting key accounts and consistently meeting your quarterly quotas for qualified pipeline and introductions. This role is pivotal in driving revenue growth for Planful.

To excel as a Sales Development Representative at Planful, candidates should ideally be recent graduates or early-career professionals passionate about sales and business development. Essential qualifications include excellent written and verbal communication skills, a detail-oriented and self-motivated mindset, and a hunter mentality. Familiarity with Salesforce and Outreach is advantageous, but not mandatory, as a strong desire to grow in SaaS sales is highly valued.

Planful is deeply committed to enriching the experiences of our team. As a Sales Development Representative, you'll benefit from an exciting mentoring program featuring executive sponsorship, which equips you with valuable insights and guidance. Additionally, regular monthly training programs ensure that you continually develop your skills. You’re encouraged to take initiative, engage in constructive feedback, and participate in team-specific offsites, enhancing your professional development.

The work culture at Planful is vibrant and supportive. As a remote Sales Development Representative, you'll enjoy a unique blend of flexibility and team connection through various initiatives. From company-wide culture events like Planful Palooza to inclusive Employee Resource Groups, we prioritize a sense of belonging and community. The culture champions authentic self-expression and actively supports employees' unique identities, fostering an engaging and collaborative environment.

The salary range for the Sales Development Representative position at Planful is between $45,000 and $50,000 CAD per year, depending on your location and experience level. This role also offers eligibility for bonuses and commissions, allowing you to significantly enhance your earning potential while contributing to our company's growth.

When qualifying leads, it’s essential to ask open-ended questions to uncover pain points and needs. Express genuine interest in their challenges and correlate our solutions to their situations. Always ensure that your research is thorough, as it demonstrates your commitment and understanding of the prospect’s business.

Share a specific example where your efforts led to a successful sale or qualified lead. Focus on the steps you took, the strategies you employed, and how you measured success. This demonstrates not only your sales ability but also your proactive approach and strategic thinking.

Staying motivated while working remote involves setting clear goals, maintaining consistent routines, and celebrating small wins. I also find that engaging with my team regularly through virtual meetings keeps the energy up and reinforces my commitment to collective objectives.

Active listening is key. I approach discussions with curiosity, utilizing both targeted questions and empathy to draw out their pain points. I prepare ahead by researching their background which allows me to tailor the dialogue and deepen my understanding of their unique requirements.

One of the biggest challenges in sales development is overcoming objections. It requires patience, understanding, and the ability to pivot the conversation. My strategy includes using objections as opportunities to clarify misunderstandings and present solutions more effectively.

Building relationships with potential clients starts with establishing trust. I prioritize open communication, follow up promptly, and show genuine interest in their success. Providing value upfront through insightful recommendations can help break the ice and foster meaningful connections.

Teamwork is paramount in a sales environment. Collaboration fosters idea sharing, enhances strategy development, and ensures that the sales process is seamless. I believe that supporting each other as team members, especially between Sales Development Representatives and Account Executives, leads to better results.

Handling rejection is part of sales, and I view it as a learning experience. I reflect on what went wrong, seek feedback where possible, and adjust my approach. Staying positive and persistent is key to ultimately converting leads into customers.

Tools like Salesforce and Outreach are invaluable for managing leads and tracking communications. Additionally, utilizing analytics tools to assess my performance and refine my strategies helps me stay on top of my goals and improve my outreach efforts.

I'm passionate about the technology space, and Planful’s dedication to financial performance management resonates with me. The company culture, emphasis on personal growth, and innovative solutions to customer challenges excite me. I would love to contribute to a company that is truly making a difference in the market.