Planful

Sales Development Representative, Austin | JobSetuu

Planful

Anywhere
['Full-Time']

Posted 1 week ago • Via jobicy.com

Description

Job Overview

  • Source: Jobicy

Job Description

About Us

Planful is the FP&A Platform for Continuous Planning, a company-wide capability that accelerates the end-to-end FP&A process, and fosters business-wide participation in agile decision-making. Continuous planning elevates the financial IQ of everyone involved.

With more than 800 customers including the Boston Red Sox, Robinhood, Five Guys, FabFitFun, TGI Fridays and Evernote, we are built with financial expertise and a dedication to customer success. Hundreds of thousands of users across the globe rely on Planful everyday to steer the critical financial decisions in their organizations. 

For more information, please visit www.planful.com or connect on Twitter via @planful.

Why Join Planful?

Our team is full of highly experienced and passionate individuals who are dedicated to continuously making our product and technology the best in the financial planning space. Apart from working with fantastic people and customers everyday we also have some pretty awesome benefits too:

  • Full medical, dental, vision benefits as well as life insurance
  • 401K
  • Generous Paid Maternity/Paternity leave
  • Volunteer Days
  • Employee discount and assistance program 
  • Flexible working hours on many teams
  • Regular team and office events!

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 remote out of the Austin, TX 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
 
Qualifications:
● 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
● 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
● Pro-active and wants to be coached consistently while always looking to improve.

Expert Career Tips for Sales Development Representative, Austin Roles

To succeed in a competitive market as a Sales Development Representative, Austin, you need more than just technical skills. Here are some expert strategies to elevate your profile:

  • Build a Strong Portfolio: For technical roles, a clean GitHub or a personal project site is essential. For non-technical roles, a case study portfolio demonstrating problem-solving and impact is equally valuable. Show, don't just tell, what you have achieved in your previous positions.
  • Master the Narrative: When interviewing, use the STAR method (Situation, Task, Action, Result) to structure your answers. Quantify your results wherever possible—mentioning "increased efficiency by 20%" is much more impactful than saying "improved efficiency."
  • Continuous Learning: The industry moves fast. Whether it's staying updated with the latest AI tools or mastering a new management methodology, continuous professional development is key. Consider obtaining industry-recognized certifications that align with Sales Development Representative, Austin requirements.
  • Networking: Connect with other professionals in similar roles. Join online communities, attend webinars, and engage in meaningful discussions on professional social networks. Often, the best opportunities come through referrals and community engagement.
  • Soft Skills Matter: Communication, empathy, and leadership are often the deciding factors between two equally qualified technical candidates. Cultivate these skills as they are universally valued across all industries and seniority levels.

Additionally, research the specific company's culture and values. Tailoring your application to show how you align with their mission can significantly increase your chances of moving forward in the process.

Salary & Compensation

Salary not disclosed; typically competitive for the role.

Work Arrangement

Type: On-Site

Standard business hours at the office.

Comprehensive Application Strategy & Hiring Process

Applying for a new role is a marathon, not a sprint. Follow this strategic approach to maximize your success rate:

1. Initial Research & Tailoring

Don't send the same resume to every employer. Spend at least 30 minutes researching the company. Look for recent news, their product roadmap, and their team structure. Modify your summary and core competencies to reflect the specific keywords found in the job description.

2. The Perfect Cover Letter

If the application allows for a cover letter, use it to tell a story that your resume cannot. Explain why you are passionate about this specific company and how your unique background makes you the perfect fit for the challenges they are currently facing.

3. Navigating the Multi-Stage Interview

Most modern hiring processes involve 3-5 stages. This typically includes a recruiter screen, a technical or skill-based assessment, a peer interview, and a final leadership round. Prepare for each stage differently: focus on enthusiasm and fit for the recruiter, technical depth for the assessment, and strategic vision for the leadership round.

4. Post-Interview Follow-Up

Always send a personalized thank-you note within 24 hours of each interview. Reference a specific topic discussed during the call to demonstrate your active listening and genuine interest in the role.

By following these steps, you demonstrate a high level of professionalism and attention to detail that sets you apart from the average applicant.

Typical Interview Process

  1. Resume screening
  2. HR call
  3. Skill interview
  4. Final manager interview
  5. Offer

Tip: Research the company's products and culture.

Global Market Intelligence & Relocation Insights

At JobSetuu, we specialize in helping talent navigate the global job market. Here is what you need to know about the current landscape in Global and beyond:

The demand for skilled professionals is increasingly borderless. For roles based in Global, understanding the local cost of living, visa requirements (if applicable), and cultural nuances is vital. If this is a remote role, consider the time zone alignment and the asynchronous communication culture of the hiring organization.

Relocation Support: Many forward-thinking companies offer relocation packages that include moving stipends, temporary housing, and legal assistance with work permits. When evaluating an offer, look beyond the base salary—consider the total compensation package, including equity, bonuses, and healthcare benefits.

Work-Life Balance Trends: Hybrid and remote work have become standard in many regions. Research the local labor laws and common practices regarding work hours and vacation time to ensure the role aligns with your lifestyle goals.

Leveraging JobSetuu's tools can help you compare salaries across different cities and understand the "purchasing power" of your potential offer, ensuring you make an informed decision for your long-term career path.

Skills & Competency Roadmap for Professional Development

To remain competitive in Professional Development, we recommend focusing on the following core competencies over the next 12-18 months:

  • Technical Mastery: Deepen your expertise in the core tools and languages relevant to your field. For developers, this might be cloud architecture; for marketers, it might be data-driven attribution modeling.
  • AI Augmentation: Learn how to leverage generative AI and automation tools to increase your productivity. Understanding how to integrate these technologies into your workflow is becoming a non-negotiable skill.
  • Leadership & Strategy: Even in individual contributor roles, the ability to think strategically and lead projects from inception to completion is highly valued. Focus on stakeholder management and high-level project planning.
  • Data Literacy: The ability to interpret data and use it to drive decisions is essential across all business functions. Familiarize yourself with data visualization and basic analytical concepts.

By investing in these areas, you not only prepare yourself for the role you are applying for today but also build a resilient foundation for the opportunities of tomorrow.

Apply via JobSetuu

Discover your next career milestone on JobSetuu. This Sales Development Representative, Austin position is part of our commitment to bringing you the most relevant and high-impact job openings globally. At JobSetuu, we simplify your job search by aggregating premier listings and providing the tools you need to stand out. Don't miss the chance to elevate your professional journey—explore more opportunities and career insights on our platform today.

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