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Role description

Business Development Representative

Planhat logoPlanhat
Hiring spree
TypeFull-time
WorkplaceOn-site
SeniorityJunior
LocationIndianapolis, IN
Posted6/4/2026
Sales

Competencies

Planhat OS is a model-agnostic AI operating system where people and agents work together across the entire customer lifecycle. At its heart is Pi, the world’s first multiplayer customer agent. Think Salesforce, Slack and Claude all in one and Google Cloud has stated that Planhat has built the first next-generation CRM.

We’re 250+ people, profitable, and growing fast. The world’s biggest logos run on Planhat because Salesforce and ServiceNow can’t deliver fast enough.

More specifically, the people who do this well bring:

  • Curiosity: Always learning, and learning quickly, whether it's about new prospects, our product, technology, client success, or the sales process. Open to feedback and thriving on it.

  • Perceptive and focused: Alert to what people say, with a knack for asking the right questions and listening intently. Extraordinary communication, presentation, and interpersonal skills.

  • Results driven: Setting clear goals and achieving them. Self-motivated to succeed, and to succeed in the right way. Creating relationships and deals that last.

Our existing team come from diverse backgrounds, but a few things tie us together:

  • A proven track record of at least 12 months in B2B sales, SDR, BDR, or talent acquisition

  • A strong academic background, usually with standout extracurricular achievements such as competitive sports

  • A desire to take on a bigger challenge and a no excuses mindset

Trajectory

You will have responsibility from the get-go, and an accelerated career path awaits. Within Planhat, we're the engine room that drives growth. For our prospective customers, we're the front-of-house and the all important first introduction to the company. The BDR team are comfortable blending long-term thinking and short-term pragmatism, whether:

  • Identifying prospects and conducting outreach through calls, emails, and LinkedIn

  • Building strong relationships with Customer Success leaders across our key markets

  • Qualifying, then prioritizing the needs and aspirations of executives across different industries, seniority levels, and company sizes

  • Laying the groundwork for customer discovery calls for Account Executives with prospects across SMB, Midmarket, and Enterprise

From there the path accelerates. You progress toward more senior roles and greater responsibility, with a clear route toward becoming an Account Executive. You build entrepreneurial skills at the forefront of a growing business rather than reading about it, take on leadership opportunities as the team scales, and gain exposure across markets and potentially across our offices in the USA and EMEA.

Definition of Success

  • You have taken on real responsibility from day one and earned the trust of the team around you

  • You are consistently hitting and exceeding your meeting and pipeline targets

  • You are generating high quality qualified pipeline that converts into discovery calls and revenue for Account Executives

  • You are seen as a trusted partner by the AE team and by Customer Success leaders across your markets

  • You are turning outreach into relationships and deals that last

Relevant archetypes

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Company info

Planhat logo

Planhat

Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our customers’ needs all the way from startup to household name and beyond. Each day worldwide, over 2.6 million customers are attracted, engaged and delighted with our intuitive yet flexible system of action. The Planhat platform empowers everyone in your organization to consolidate, analyze and act on all your data, becoming more customer-centric and data-driven than ever before. From rolling out autonomous transport systems to distributing new medicines, we’re proud to help make our customers better at what they do best. Alongside our customers, we’re building at the forefront of healthcare & life sciences, finance, connected business, and more. And we need curious, daring minds to help us.

Private companySeries A
Founded2015
HQLos Angeles, United States
Unlock human wisdom
ThesisTermsPrivacy
Size
201–500 employees
IndustryArtificial Intelligence
Funding
  • Series A · Apr 21, 2022
Tech stacklaunchpad, google-tag-manager, shiny, intercom, klarna, microsoft-forefront, adobe-illustrator, tailwind, linkedin-recruiter, snowflake
News
  • Articles from Planhat
  • Planhat Named a Leader in the 2026 Gartner® Magic Quadrant™ for Customer Success Management Platforms

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