Execute on outbound activities using the Planful tech stack
Conduct discussions with prospects 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
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
Update and maintain customer information in Salesforce.com

Requirements

6-18 months of professional experience 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
Experience with Salesforce and Outreach is a plus
Passionate about pursuing 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

Benefits

Volunteer days
Birthday PTO
Company-wide Wellness Days
Supply of diapers and meal deliveries for Maternity/Paternity leave
Team off-sites in exciting destinations
Office hubs in San Francisco, Toronto, and London
Home office setup, monthly wifi, and cell phone reimbursements
Employee Resource Groups including Women of Planful and Parents of Planful

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

excellent written communicationexcellent verbal communicationdetail orientedteam playerself-starterinterpersonal skillsorganizational skillsproactivecoachablehunter mentality