Sales Development Representative, Planful
Cloud FP&A Platform for Continuous Planning
Open for applications
Cloud FP&A Platform for Continuous Planning
501-1000 employees
Open for applications
501-1000 employees
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.
Role
Who you are
- This role is perfect for someone who thrives in a fast-paced environment, is passionate about sales, and is excited about the challenge of breaking new ground in a vibrant market
- 6-18 months in Top-of-Funnel sales role preferred, working in SaaS or Internet is a plus
- Bachelor’s Degree – Finance or Accounting degree is a plus or relatable fields
- Excellent written and verbal communication skills in German & English
- 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 thrilled to expand into the German market, and we are seeking an enthusiastic Sales Development Representative to pioneer our presence in this new region
- This is a unique opportunity to be the first and only SDR in Germany, where you will play a critical role in driving Planful's growth and success
- As our Germany-based SDR, you will be at the forefront of our sales efforts, helping to build a robust pipeline of qualified leads and fostering strong relationships with potential clients
- Execute Outbound Strategies: Utilize the Planful tech stack to perform outbound prospecting activities, including cold calling, emailing, and social selling to generate new leads
- Market Research: Conduct thorough research on the German market to identify key target accounts and understand market trends and customer pain points
- Qualify Leads: Engage with prospects over the phone and through virtual meetings to identify their needs, qualify opportunities, and understand their business challenges
- Value Proposition: Clearly articulate the value of Planful's solutions to prospective customers, demonstrating how our platform can address their specific finance and FP&A needs
- Collaboration: Work closely with Account Executives to strategize on the best approach for targeting and engaging high-potential accounts, ensuring a smooth handoff of qualified leads
- Industry Knowledge: Develop a deep understanding of the finance and accounting landscape in Germany, staying updated on industry developments and competitor offerings
- Achieve Targets: Meet and exceed quarterly quotas for lead generation and qualified meetings booked, contributing to the overall success of the sales team
- Detailed Reporting: Maintain accurate and up-to-date records of all prospect interactions and sales activities in Salesforce.com, providing detailed call notes and next steps
- Continuous Improvement: Actively seek feedback and coaching to continuously improve your sales techniques and stay ahead of market trends
- Remote Excellence: Demonstrate strong self-motivation and accountability while working remotely, ensuring consistent productivity and performance
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
Insights
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
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
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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