JobsSales Development RepresentativePhoenixSales Development Representative, Scottsdale

Planful

Posted 3 days ago

Sales Development Representative, Scottsdale

Planful · Scottsdale, Arizona, United States

Full-timeHybrid0-2 yrsListed as no visa sponsorshipSoftware Development
APPLY ON PLANFUL'S CAREERS SITE ↗
SAVE THIS JOB

We'll keep this job - the posting's full text, even after it closes. Free.

We'll email a six-digit code to make this your free Advancemint sign-in - and a link for later. Terms · Privacy Policy

Opens the employer's own application page.

In short

The Sales Development Representative will execute outbound sales activities to identify and qualify prospects while maintaining accurate records in Salesforce. They will partner with Account Executives to strategize on target accounts and correlate Planful's solutions to customer business needs.

What they're looking for

MUST-HAVE SKILLS

Sales experienceOutbound prospectingQuota achievementSalesforceRemote work accountability

ALSO MENTIONED

OutreachFinance or accounting sector knowledgeSaaS sales

Candidates should have 6-18 months of professional experience, preferably in a sales or finance-related role. Strong communication skills, a hunter mentality, and proficiency with sales tools like Salesforce and Outreach are required.

About the employer

Planful

Planful is the pioneer of financial performance management cloud software.

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’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.

INDUSTRY
Software Development
COMPANY
Privately Held
HEADQUARTERS
San Francisco, California
SIZE
201-500on LinkedIn
OFFICES
1 on LinkedIn

Is your LinkedIn profile ready for roles like this?

A free review of your profile, scored against what Sales Development roles ask for, and what to fix first.

GET MY FREE REVIEWFREE · A SCORED REVIEW OF YOUR PROFILE, IN MINUTES

Questions about this role

Is this Planful role remote?
Tagged hybrid.
Does it sponsor visas?
Listed as no visa sponsorship.
What experience does it ask for?
Listed as 0-2 years.

The posting, in full

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’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.

▶ READ THE FULL POSTING

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’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.

About The Role

Are you full of energy, creative, and ready for a role in a fast-paced, SaaS-based company? 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.

*This role will be hybrid out of the Scottsdale, Arizona area.

What You'll Do

  • 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

Requirements

  • 6-18 months of professional experience, ideally in a sales role
  • Experience in the Finance or Accounting sector preferred
  • 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 quotas/KPIs in past experiences
  • Comfortable and accountable while working remotely
  • Proactive and wants to be coached consistently while always looking to improve.

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’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.

About the Role

Are you full of energy, creative, and ready for a role in a fast-paced, SaaS-based company? 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.

Requirements

  • 6-18 months of professional experience, ideally in a sales role
  • Experience in the Finance or Accounting sector preferred
  • 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 quotas/KPIs in past experiences
  • Comfortable and accountable while working remotely
  • Proactive and wants to be coached consistently while always looking to improve.

Responsibilities

  • 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 FPM 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

Why Planful

To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:

  • 2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days
  • 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave
  • Talkspace access and mental health support
  • Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!
  • 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.
  • 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 supporting our employees and ensuring everyone has access to equal growth opportunities. Compensation decisions are based on each individual’s skills, experience, qualifications, and work location.

The base salary range for this role starts at $50,000 USD + commission and benefits, depending on experience and location. This position is also eligible for bonus or commission. You can learn more about our benefits https://planful.com/jobs/.

APPLY ON PLANFUL'S CAREERS SITE ↗
SAVE THIS JOB

We'll keep this job - the posting's full text, even after it closes. Free.

We'll email a six-digit code to make this your free Advancemint sign-in - and a link for later. Terms · Privacy Policy

Similar roles open now

All 11 Sales Development Representative roles in Phoenix

This listing comes from Planful's own careers site. Apply links go to the employer. Company facts are from Planful's public profile. Last checked 14 Nov 2026.