Sales Development Representative, Austin at Us Planful | Austin, USA

Business
Worldwide
June 5, 2026
Full Time
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Job Overview

  • Date Posted
    June 5, 2026
  • Country
    Worldwide
  • Expiration date
    --

Job Description

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Planful is seeking a driven Sales Development Representative (SDR) to join our vibrant Austin team. As the FP&A Platform for Continuous Planning, we empower organizations to streamline their financial planning and analysis processes, fostering agile, business-wide decision-making. This is an exciting opportunity to contribute to a rapidly growing company at the forefront of FP&A innovation.

Job Overview

The Sales Development Representative will be instrumental in generating qualified sales opportunities for the Planful sales team. You will be the first point of contact for prospective customers, engaging them through strategic outreach and skillful qualification to identify their needs and introduce them to the transformative power of Planful.

Key Responsibilities

  • Conduct outbound prospecting via calls, emails, and social media to identify and qualify potential customers.
  • Engage with prospects to understand their business challenges and financial planning needs.
  • Educate potential clients on the value proposition and benefits of the Planful FP&A platform.
  • Schedule discovery calls and product demonstrations for Account Executives.
  • Consistently meet and exceed monthly qualified opportunity generation targets.
  • Maintain accurate and up-to-date prospect information in our CRM system.

    • Requirements

  • Bachelor’s degree in Business, Marketing, or a related field, or equivalent practical experience.
  • Proven ability to communicate effectively and professionally in written and verbal forms.
  • Strong organizational and time-management skills.
  • Proactive and self-motivated with a results-oriented mindset.
  • Interest in technology sales and the FP&A industry is a plus.

    • What We Offer

  • A collaborative and supportive work environment.
  • Opportunities for professional growth and development.
  • Competitive compensation and benefits package.
  • The chance to be part of a leading FP&A platform company.
  • A dynamic and exciting career path within a growing industry.

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