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Sales Development Representative, Austin

Generate qualified sales leads through targeted outreach campaigns

As a Sales Development Representative at Planful, you will identify and engage potential customers for the FP&A platform through targeted outreach. Your primary focus will be generating qualified sales leads by researching prospects, initiating contact via email and phone, and nurturing early-stage opportunities. You will work closely with the sales team to ensure a steady pipeline of leads that align with Planful’s target customer profile, su...

Why This Role?

Work with a passionate team dedicated to making Planful the best FP&A platform in the industry

Key Responsibilities

  • Research and identify potential customer profiles matching Planful’s ideal customer criteria
  • Initiate outbound contact with prospects via personalized email and phone outreach
  • Qualify leads by assessing budget, authority, need, and timeline for FP&A solutions
  • Maintain accurate records of prospect interactions in the CRM system
  • Collaborate with account executives to transition qualified opportunities into the sales pipeline
  • Track and report on outreach performance metrics to improve lead generation effectiveness

Requirements

  • Strong verbal and written communication skills for effective prospect engagement
  • Ability to learn and articulate Planful’s FP&A platform value proposition
  • Proficiency with CRM tools and sales outreach platforms
  • Self-motivated with a proactive approach to meeting outreach and activity goals
  • Basic understanding of sales processes and lead qualification frameworks
  • Comfortable working in a fast-paced, target-driven environment

Required Skills

sales developmentfp&acustomer qualificationcommunicationprospectinglead qualificationCRM usageoutreachsales support

Indonesia Context

Working Hours Overlap:
Flexible — work your own hours
See remote (USD) vs local pay →

Keywords

Sales Development Representativelead generationoutbound salesSDRFP&A salestech salesremote salesentry level sales
View Original Description from Jobicy

Original description from Jobicy

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... 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 fu

Openness not stated by employer — check the listing

Company
Planful
Source
Jobicy
Salary
Job Type
full time
Location
Remote · Open worldwide
Category
Seniority
entry
Posted
Jun 5, 2026

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