---
title: 'Sales Development Operations Specialist at Planful'
canonical: 'https://feeny.ai/job/sales-development-operations-specialist-planful-north-ndemaee1e22c'
type: 'job'
last_seen: '2026-09-13'
---

# Sales Development Operations Specialist at Planful

- **Company:** Planful
- **Location:** North, United States
- **Work type:** remote
- **Posted:** 2026-09-10
- **Last confirmed live:** 2026-09-13
- **Apply:** https://planful.com/jobs/careers-list/?gh_jid=8793147002

## 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’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](http://planful.com/).

## About the role

Planful is hiring a Sales Development Operations Specialist to own the systems, data, and reporting behind our SDR team. You’'ll sit at the center of our pipeline-generation engine: deciding which accounts our SDRs go after, keeping the tools they prospect in running smoothly, and giving managers the reporting they need to see what's working and what isn't.

This is a hands-on operations role with real ownership. You'll be the person who turns our ICP into a target account list, evaluates which prospecting programs deserve more investment, and spots the manual work slowing down a 30-person team — then partners with Operations to automate it. You won't carry a quota, but your fingerprints will be on every qualified opportunity the team creates. If you like owning process end to end and measuring whether it actually moved pipeline, this is a great fit.

## Responsibilities

- Own SDR list building — using our ICP to identify which Salesforce accounts and net-new prospects SDRs should be targeting
- Regularly analyze and refine the account list to ensure SDRs are focused on best-fit accounts, deprioritizing poor fits
- Manage net-new account assignment on a quarterly cadence
- Evaluate SDR prospecting programs on an ongoing basis — identify which channels are performing, where they're breaking down in the funnel, and recommend which to cut or scale
- Build and maintain SDR efficiency reporting for managers, tracking core funnel metrics (call-to-connect, email reply rate, connect-to-conversation, conversation-to-meeting, meeting-to-opportunity)
- Own SDR capacity modeling — reporting on lead/account volume by prospecting bucket and calculating remaining cold-outreach capacity needed
- Track and enforce SDR SLA adherence, flagging gaps and driving accountability
- Provide day-to-day SDR tech support across Orum, Outreach, ZoomInfo, and UserGems — provisioning/de-provisioning, password resets, and troubleshooting
- Build UserGems audiences and campaigns that feed into Outreach sequences
- Translate SDR business needs into technical requirements and partner with Business Operations to implement solutions
- Identify data and enrichment gaps, partnering with Business Operations and Marketing Operations to close them
- Identify and drive additional workflow efficiencies for the SDR team

## Qualifications

- 2+ years in revenue operations, sales operations, or sales development operations in a B2B SaaS environment. Prior SDR or sales experience is a plus.
- Hands-on experience with a modern GTM stack: Salesforce plus a sales engagement platform (Outreach, Salesloft, or similar), a dialer (Orum or similar), and enrichment/signal tools (ZoomInfo, UserGems, Clay, or similar).
- Strong reporting and analysis skills. You can build manager-facing reporting on funnel metrics (call-to-connect, reply rate, connect-to-conversation, conversation-to-meeting, meeting-to-opportunity) and explain what the numbers mean.
- A service mindset for day-to-day user support, paired with the instinct to fix the root cause instead of the same ticket twice.
- Ability to translate business needs into clear technical requirements
- A systems thinker with high ownership: you spot manual work, build the fix, document it, and measure the result.
- Ability to communicate clearly with both technical and non-technical audiences, and to keep SDR processes aligned with Sales
- Familiarity with AI/LLM tools, APIs, webhooks, or automation platforms (Zapier, Make, Workato, or code) is a plus.

Why Planful:

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 and generous parental leave
- Talkspace access and mental health support
- Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!
- 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.
- 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 $90,000–$110,000 USD OTE per year, depending on working location and experience. More details about our company benefits can be found here: https://planful.com/jobs/

## About Planful

## Company Overview
- **One-liner**: Planful is the pioneer of AI-powered financial performance management (FPM) cloud software that helps finance teams plan, close, report, and analyse with speed and accuracy.
- **Entity Type**: Private (backed by private equity firm Vector Capital)
- **Headquarters**: San Francisco, California, USA
- **Founded**: 2005 (originally as Host Analytics, rebranded to Planful in 2019)
- **Founders**: Not publicly available

## Core Business
- **Primary industry/industries**: Financial Performance Management (FPM) Software / Enterprise SaaS
- **Target customers**: B2B – mid‑market and enterprise organisations, finance and accounting teams, FP&A professionals, CFOs
- **Mission or purpose statement**: “To be the Undisputed Champion in Financial Performance Management. We help our customers achieve peak performance, driving prosperity for their shareholders, their employees, and the communities they impact.” [planful.com](https://planful.com/about-us/)

## Products & Services
Planful offers a unified cloud platform with several key modules:

- **Planful AI**: Embedded, finance‑native AI with three assistants – Planner (forecasting & what‑if scenarios), Analyst (insights & queries), and Help (guidance). [planful.com](https://planful.com/)
- **Financial Planning & Analysis (FP&A)**: Automated budgeting, forecasting, and reporting with real‑time collaboration.
- **Financial Close and Consolidation**: Accelerates close cycles with automation, AI, and audit trails.
- **Financial Reporting and Analysis**: Dynamic dashboards, self‑service analysis, and drill‑down capabilities.
- **Workforce Planning**: Advanced modelling for headcount, compensation, and talent scenarios aligned to corporate goals.
- **Marketing Planning and Budgeting**: ROI tracking, campaign alignment, and seamless integration with financial plans.
- **Operational Planning**: Integrates operational business drivers into financial planning for cross‑functional alignment.

All modules are delivered as SaaS, with integrations to ERP/CRM/BI tools (NetSuite, Workday, Salesforce, Snowflake, Power BI, etc.). [planful.com/official-planful-company-information](https://planful.com/official-planful-company-information/)

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private, PE‑backed)
- **Key Metric**: Over 1,500 customers in more than 100 countries; 500+ employees. [planful.com/about-us](https://planful.com/about-us/)
- **Notable Investors/Partners**: Vector Capital (global private equity firm). Partner ecosystem includes 60+ partners. [planful.com](https://planful.com/)
- **Growth Signals**:
  - Named a Leader in Enterprise Performance Management by Dresner Advisory Services for the 10th consecutive year.
  - Won 2025 AI Breakthrough Award for Innovation in AI‑Based Analytics.
  - Recognised as a Great Place to Work in the US, Canada, UK, and India (4th consecutive year).
  - Included in Fortune Best Workplaces in Technology (2025). [planful.com/official-planful-company-information](https://planful.com/official-planful-company-information/)

## Competitive Advantages
- **Finance‑native AI**: Purpose‑built for financial workflows, not a generic AI wrapper – provides explainable, traceable, governed insights.
- **Unified platform**: Combines planning, close, consolidation, reporting, workforce, and marketing finance in a single environment, eliminating data silos.
- **Mature integration ecosystem**: Native connectors to major ERP/CRM/BI systems.
- **Deep domain expertise**: Over a decade of leadership in FPM with a large, loyal customer base.

## Strategic Focus
- **AI acceleration**: Embedding generative, predictive, and agentic AI across the entire platform to automate forecasting and decision‑making.
- **Global expansion**: Offices in North America, Europe, and Asia; serving customers in over 100 countries.
- **Customer success**: Continued investment in customer experience (rated 4.3/5 on G2) and community events like Perform25.
- **Security & compliance**: Maintaining SOC 1/2/3, HIPAA, ISO 27001, and EU AI Act readiness. [planful.com/official-planful-company-information](https://planful.com/official-planful-company-information/)

## Why Work Here
- **Culture**: “The Planful Way” values – Progress, Intention, Teams, Customers, Action. Collaborative, inclusive, and flexible work environment.
- **Benefits** (from careers page):
  - Generous parental leave (including grandparent leave), family support, flexible work options.
  - Healthcare plans covering 100% for employees and 90% for dependents; fertility and family‑forming support.
  - Home‑office reimbursement, monthly cell phone/internet stipend.
  - 3–4 weeks PTO + birthday off, quarterly wellness days, ClassPass membership, Talkspace mental health support.
  - Learning & development: WorkRamp platform, training reimbursement, monthly manager training.
  - Catered lunches, team offsites, quarterly happy hours.
  - Equitable pay, equity across levels, annual merit reviews. [planful.com/jobs](https://planful.com/jobs/)
- **Work policy**: Hybrid/remote options available (flexible work options mentioned). Global hubs: San Francisco, Hyderabad, London, Toronto, Munich.
- **Engineering culture**: CTO Sanjay Vyas has doubled the engineering team since 2015 with a strong management team. Emphasis on scalable cloud architecture and AI innovation. [planful.com/about-us](https://planful.com/about-us/)

## Sources
1. [Planful – Official Company Information](https://planful.com/official-planful-company-information/)
2. [Planful – About Us](https://planful.com/about-us/)
3. [Planful – Homepage](https://planful.com/)
4. [Planful – Careers/Jobs](https://planful.com/jobs/)
5. [Planful – Life at Planful](https://planful.com/life-at-planful/)

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