Sales Development Representative

Remote, USA
Posted Jun 13, 2026
Full-time

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 empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,500 customers, including Bose, Thule, Boston Red Sox, and Five Guys, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company 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 in the UK 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.

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 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

What you Bring to the Table

6-12 months in Top-of-Funnel sales role preferred, working in SaaS or Internet is a plus

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

Proactive and wants to be coached consistently while always looking to improve.

Why Planful
Planful exists to enrich the world by helping our customers and our people achieve peak performance. To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:

2 Volunteer days, Birthday PTO, and quarterly company Wellness Days

3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave

Team-specific off-sites in cities like New York, Sonoma, San Diego, Palm Springs and Nashville

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 to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location. 

Our OTE range for this role is 50,000 - 90,000 GBP per year, plus benefits and equity. More details about our company benefits can be found here: https://planful.com/jobs/

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