Sales Development Representative, Phoenix

Join the Planful Team | Planful Jobs

Phoenix Until 9/7/2026 6+ years exp First posted June 5, 2026 Last posted July 9, 2026

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 hybrid out of the Phoenix, AZ 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.

About this role

Summary

Qualify prospects, generate pipeline, partner with account executives, and achieve quotas in SaaS sales

Job title

Sales Development Representative, Phoenix

Experience level

6-18 months

Minimum experience

6+ years exp

Industry

software

Location requirements

hybrid role in phoenix, AZ with remote option

Salary

Not specified

Management role

Skills & keywords

Required skills

communicationsalesforceoutreachqualificationteamwork

Preferred skills

financeaccountinghunter mentalityself-starter

Specializations

sales developmentoutbound activitiesfinancial

Locations

Structured locations inferred from the posting.

Phoenix, AZ, USA

Hybrid City