Teams at Planful

The Sales Development Representative will qualify outbound interest, generate leads, and collaborate with Account Executives to strategize outreach within the finance sector.

Manage a portfolio of clients to drive value realization, onboarding success, and renewals. Act as trusted advisor, provide consultative guidance on financial planning processes, leverage data and CSM tools (Gainsight, SFDC) to identify risks/opportunities, collaborate cross-functionally, support escalations, and build scalable, repeatable success processes.

Analyze sales, pipeline, and revenue data to produce forecasting, performance, retention, pricing, and capacity insights. Build and maintain forecast models, surface bottlenecks, support planning cycles, and translate analysis into executive-ready presentations. Collaborate with Business Systems, Marketing Ops, Customer Success, and IT to validate data and ensure cross-system alignment.