Backcountry Sales Development Representative generating B2B pipeline through outbound campaigns. Qualifying group accounts and advancing opportunities for the outdoor retail brand’s Account Management team.
About the role
- Sales Development Operations Specialist optimizing SDR systems, data, reporting, and prospecting for Planful’s financial performance management cloud software. Improving pipeline efficiency through account targeting, funnel analysis, automation, and tech support.
Responsibilities
- Own SDR list building using the ICP to identify Salesforce accounts and net-new prospects
- Analyze and refine account lists to focus SDRs on best-fit accounts
- Manage net-new account assignment quarterly
- Evaluate SDR prospecting programs and recommend channels to cut or scale
- Build and maintain SDR efficiency reporting for core funnel metrics
- Own SDR capacity modeling and report lead/account volume and cold-outreach capacity
- Track and enforce SDR SLA adherence
- Provide day-to-day tech support across Orum, Outreach, ZoomInfo, and UserGems
- Provision and de-provision users, reset passwords, and troubleshoot issues
- Build UserGems audiences and campaigns feeding Outreach sequences
- Translate SDR business needs into technical requirements and partner with Business Operations
- Identify data and enrichment gaps with Business Operations and Marketing Operations
- Drive workflow efficiencies for the SDR team
Requirements
- 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 Salesforce and a sales engagement platform such as Outreach, Salesloft, or similar
- Experience with a dialer such as Orum or similar
- Experience with enrichment/signal tools such as ZoomInfo, UserGems, Clay, or similar
- Strong reporting and analysis skills
- Ability to build manager-facing funnel-metric reporting and explain results
- Service mindset for day-to-day user support and root-cause resolution
- Ability to translate business needs into clear technical requirements
- Systems thinking and high ownership
- Ability to communicate clearly with technical and non-technical audiences
- Ability to keep SDR processes aligned with Sales
- Familiarity with AI/LLM tools, APIs, webhooks, or automation platforms such as Zapier, Make, Workato, or code is a plus
Benefits
- 2 Volunteer days per year
- Birthday PTO
- Quarterly company Wellness Days
- 3 months supply of diapers and meal deliveries for the first month of Maternity/Paternity leave
- Annual Planful Palooza, an in-person, company-wide culture kickoff
- Team-specific offsites
- Home office setup
- Monthly wifi and cell phone reimbursements for all employees, in-office or remote
- Company-wide Mentorship program with Executive sponsorship of CFO
- Manager-specific monthly training programs
- Employee Resource Groups and support for creating new ERGs and communities
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