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 pla…
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Private Equity Director Client Relationship Executive
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Team Lead, Payment Experience, Americas (Customer Support)
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$150k–$200k/yr
Full-time
Volunteer days, Birthday PTO, Quarterly company Wellness Days, Maternity/Paternity leave support, Annual company culture kickoff, Team-specific offsites
Posted 28d ago
~40 hrs/week
Remote in United States
Responsibilities
Lead, coach, and develop a team of 6-10 Sales Development Representatives to generate high-quality pipeline. Partner with Sales and Marketing leadership to execute GTM strategies and establish operational rigor.
Requirements
Requires a people-first leader with a proven track record of managing SDR/BDR teams and exceeding goals in a fast-paced SaaS environment. Must be data-driven with expertise in outbound prospecting and pipeline conversion funnels.
Full job description
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, and Zappos, 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.
About the Role:
Planful is looking for a Sales Development Manager to ead a team of SDR’s as we continue to scale with record-breaking growth. Reporting into Business Development leadership, this role will be responsible for coaching and developing a high-performing team focused on generating qualified pipeline.
This is a foundational front-line leadership role within Planful’s GTM organization. You will have an opportunity to help define and engage with Planful's best prospects, from directors to C-level executives across finance and accounting. Your mission will be to develop, train and hire highly driven SDRs, and help them understand how to connect with prospects, establish rapport, and —most importantly—articulate Planful’s value proposition in a clear and convincing manner. The knowledge you disseminate will be key to driving Planful’s market position as our first line of interaction with prospective customers.
You will lead, coach and develop a team of 6-10 SDR’s with a focus on establishing a high-performance culture and driving each team member’s overall career development.
Responsibilities:
Hire, manage and mentor a rapidly growing SDR team
Drive high-quality pipeline generation through outbound prospecting, inbound qualification, account-based motions, and product-led signals
Partner closely with Sales & Marketing leadership to align to our overall GTM strategies
Establish strong operational rigor and performance management frameworks
Discover, improve, and execute new approaches to reach our audience, including events and shows, campaigns, referrals, collateral, and case studies.
Employ a consultative approach in assessing prospects’ needs and developing an understanding of the challenges faced by their business.
What you Bring to the Table:
Our ideal candidate has a strong understanding of outbound prospecting and pipeline generation strategy, alongside experience successfully managing SDRs or BDR teams in the past
A people-first leader with great communication and interpersonal skills, including the ability to explain complex concepts in a simple way.
You excel in coaching and mentoring with a track record of exceeding individual and team goals
You are highly operational and data-driven, with experience managing critical KPI’s across activity and pipeline generation programs across the conversion funnel to identify areas to coach and roadblocks to address (low connect rates, reply rates, etc.)
A high-energy, ownership mindset demonstrating initiative, creativity, and a sense of urgency to build scalable outbound pipeline development playbooks.
Experience working in a rapidly growing, fast-paced organization selling SaaS solutions to MM/enterprise companies
Able to thrive in a small team with a highly dynamic work environment and switch rapidly from strategy to execution.
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 per year, 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, Denver, and most recently - Palm Desert, California!
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
Pay Transparency Statement
At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location.
Our salary band for this role is $150,000-200,000 OTE per year, depending on working location and experience. More details about our company benefits can be found here: https://planful.com/jobs/
Planful is the pioneer of financial performance management cloud software.
Industry
Software Development
Company size
201-500 employees
Headquarters
San Francisco, California
LinkedIn followers
75,695
Total funding
$91M
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’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.
Offices: 2261 Market St, STE 36245, San Francisco, California 94114, US
How much do Management & Leadership jobs in Boston, MA pay?
Based on 4595 listings with disclosed salaries, most management & leadership jobs in Boston, MA pay between $75k–$215k per year. Individual offers vary with seniority, company size, and specialization.
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