Sales Development Representative - East

March 1

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Host Analytics Inc

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Host Analytics Inc. is a company focused on providing comprehensive financial performance management solutions through its platform, Planful. The platform offers a range of capabilities including planning, budgeting, forecasting, and financial decision-making enhanced by AI and machine learning. It serves a variety of business functions such as finance, marketing, accounting, human resources, sales, IT, and operations. Host Analytics Inc. aims to guide businesses toward growth with speed, insights, and confidence, transforming the way financial and operational planning is conducted. Their platform ensures data confidentiality, real-time collaboration, and scalability, empowering teams to make informed decisions and drive financial success.

Cloud • Enterprise Performance Management • Budgeting • Planning and Forecasting • Financial Consolidation and Reporting

201 - 500 employees

Founded 2008

💸 Finance

☁️ SaaS

🏢 Enterprise

📋 Description

• Engage and qualify inbound leads using Planful’s tech stack, ensuring a seamless transition into the sales pipeline. • Conduct strategic discovery calls with prospects to identify business needs, qualify opportunities, and drive engagement, later introducing prospects to Planful Account Executive to further drive partnership. • Understand finance users’ pain points, gather key requirements, and align Planful’s solutions with their business objectives. • Collaborate with Marketing and Account Executives to optimize inbound lead conversion and develop targeted outreach strategies. This can come in the form of remote website lead generation, or in-person events. • Develop industry expertise, gaining a deep understanding of the mid-market landscape and the value Planful delivers to customers. • Consistently meet and exceed quarterly quotas of qualified pipeline/AE introductions, contributing to overall revenue growth. • Provide detailed call notes and insights to Account Executives, ensuring a smooth handoff and well-defined next steps. • Maintain accurate and up-to-date customer information in Salesforce to support data-driven decision-making.

🎯 Requirements

• Background in marketing or education is preferred but not required— we’ve seen success with candidates from diverse fields like teaching, accounting, and retail sales. Strong relationship management skills and public speaking experience are valuable indicators of success in this role. • Driven and results-oriented, with a strong desire to grow a career in technology/SaaS sales and the ability to thrive in a fast-paced, high-performance environment • Excellent communicator and team player, with strong written and verbal communication skills, a collaborative mindset, and attention to detail • Self-motivated and coachable, excelling in a remote work setting, eager to receive feedback, and proactive in managing multiple priorities effectively • Passionate about pursuing and growing a career in technology/SaaS sales • Bachelor’s Degree – Finance, Accounting, or Marketing degree is a plus • Experience with Salesforce and Outreach is a plus

🏖️ Benefits

• 2 Volunteer days, • 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