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, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized 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.

Role: Sales Development Representative

About the role

Are you energetic, resourceful, and ready to take on a role in a dynamic, fast-paced SaaS company? Planful is looking to expand our Sales Development team to keep pace with growing demand across Australia. In this role, you’ll develop skills to qualify outbound interest, generate pipeline, and help prospective customers solve real business challenges.

Requirements

Based in Australia, ideally in a major metro area (e.g., Sydney, Melbourne, Brisbane)

1-3 years of professional experience

Prior sales experience is a plus

Prior finance experience, or degree in finance, is a plus

Excellent communication skills, both written and verbal, with a confident and personable phone manner

Driven, proactive, detail-oriented, and a strong team player

Self-starter with great interpersonal and organisational skills

Decisive and results-focused, ready to thrive in a high-energy environment

Familiarity with Salesforce and Outreach is a plus

Genuine interest in developing a career in technology/SaaS sales

Proven ability to exceed goals or targets in previous roles

Coachable, open to feedback, and always seeking opportunities to learn and improve

Responsibilities

Drive outbound prospecting activities using the Planful technology stack

Have engaging, professional conversations with prospects over the phone to identify and qualify opportunities

Understand the challenges faced by finance professionals, gather requirements, and connect customer needs to the business value we deliver

Partner with Account Executives to plan and execute outbound strategies for target accounts

Build knowledge of the mid-market industry and the benefits our solutions provide

Achieve and exceed quarterly targets

Provide Account Executives with detailed call notes so the opportunity is well understood and next steps are clear

Keep customer records accurate and up to date in Salesforce.com

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

Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Palm Desert, and most recently - Nashville, Tennessee!

Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco

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.

Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs

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