{"schemaVersion":"jobsearcher.job.v1","id":"ccec7bbdcb00455b4535f797","url":"https://jobsearcher.com/jobs/ccec7bbdcb00455b4535f797","canonicalUrl":"https://jobsearcher.com/jobs/ccec7bbdcb00455b4535f797","title":"Sales Development Representative, Phoenix","description":"About UsPlanful 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?BenefitsOur 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 insurance401KGenerous Paid Maternity/Paternity leaveVolunteer DaysEmployee discount and assistance program Flexible working hours on many teamsRegular team and office events!About The RoleAre 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 addresstheir business problems.This role will be hybrid out of the Phoenix, AZ area.What You'll DoExecute on outbound activities using the Planful tech stackConduct discussions with prospects over the phone to identify and qualify opportunitiesUnderstand finance users’ pain points, gather requirements, and correlate business value to customer needsPartner with Account Executives to strategize your outbound approach to identifying opportunities in target accountsGain an understanding of the MM industry and the value our solutions provide customersAchieve quarterly quotaProvide the Account Executive team with detailed call notes to ensure the opportunity is understood and the next steps are clearly definedUpdate and maintain customer information in Salesforce.comQualifications6-18 months in Top-of-Funnel sales role preferred, working in SaaS or Internet is a plusBachelor’s Degree – Finance or Accounting degree is a plus or relatable fieldsExcellent written and verbal communication skillsDriven, hunter mentality, detail oriented, and team playerSelf-starter with highly-developed interpersonal and organizational skills; decisive and results-oriented person who is prepared to work in a fast-paced and demanding environmentExperience with Salesforce and Outreach is a plusPassionate about pursuing and growing a career in technology/SaaS salesHistory of overachieving quota in past experiencesComfortable and accountable while working remotelyPro-active and wants to be coached consistently while always looking to improve.","company":"Planful","rawCompany":"planful","city":"Phoenix","state":"AZ","isRemote":false,"isActive":false,"createdAt":"2026-07-11T11:01:58.988Z","occupations":[{"code":"41-3091.00","title":"Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel","slug":"sales-representatives-of-services-except-advertising-insurance-financial-services-and-travel"},{"code":"41-4012.00","title":"Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products","slug":"sales-representatives-wholesale-and-manufacturing-except-technical-and-scientific-products"},{"code":"41-9099.00","title":"Sales and Related Workers, All Other","slug":"sales-and-related-workers-all-other"}],"industries":[{"code":"541511","title":"Custom Computer Programming Services","slug":"custom-computer-programming-services"},{"code":"513210","title":"Software Publishers","slug":"software-publishers"},{"code":"561422","title":"Telemarketing Bureaus and Other Contact Centers","slug":"telemarketing-bureaus-and-other-contact-centers"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Sales Development Representative, Phoenix","description":"About UsPlanful 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?BenefitsOur 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 insurance401KGenerous Paid Maternity/Paternity leaveVolunteer DaysEmployee discount and assistance program Flexible working hours on many teamsRegular team and office events!About The RoleAre 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 addresstheir business problems.This role will be hybrid out of the Phoenix, AZ area.What You'll DoExecute on outbound activities using the Planful tech stackConduct discussions with prospects over the phone to identify and qualify opportunitiesUnderstand finance users’ pain points, gather requirements, and correlate business value to customer needsPartner with Account Executives to strategize your outbound approach to identifying opportunities in target accountsGain an understanding of the MM industry and the value our solutions provide customersAchieve quarterly quotaProvide the Account Executive team with detailed call notes to ensure the opportunity is understood and the next steps are clearly definedUpdate and maintain customer information in Salesforce.comQualifications6-18 months in Top-of-Funnel sales role preferred, working in SaaS or Internet is a plusBachelor’s Degree – Finance or Accounting degree is a plus or relatable fieldsExcellent written and verbal communication skillsDriven, hunter mentality, detail oriented, and team playerSelf-starter with highly-developed interpersonal and organizational skills; decisive and results-oriented person who is prepared to work in a fast-paced and demanding environmentExperience with Salesforce and Outreach is a plusPassionate about pursuing and growing a career in technology/SaaS salesHistory of overachieving quota in past experiencesComfortable and accountable while working remotelyPro-active and wants to be coached consistently while always looking to improve.","datePosted":"2026-07-11T11:01:58.988Z","dateModified":"2026-07-11T11:01:58.988Z","hiringOrganization":{"@type":"Organization","name":"Planful","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Phoenix","addressRegion":"AZ","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"ccec7bbdcb00455b4535f797"},"url":"https://jobsearcher.com/jobs/ccec7bbdcb00455b4535f797"}}