Planview
Company Overview
Planview has one mission: to build the future of connected work, from ideas to impact.
As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100.
At Planview, our people connections drive our innovation and success. Our global team of 1400+ work remotely and across our offices including Austin, Vancouver, Hod Hasharon, Bangalore, Sydney, and Stockholm. We’re proud of our world‑class, connected culture built on our shared values, that supports our teams to be successful from anywhere.
Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, X.
The Opportunity Exciting opportunity to kickstart your sales career as a Business Development Representative (BDR) with Planview, an award‑winning business‑to‑business SaaS company based in Austin, TX. This is a great fit if you are relatively new to sales, ambitious, and are confident that with the right training and opportunity you could flourish in a full‑time career in sales. You are the perfect candidate if you are high energy, a self‑starter, work great in team environments, and looking to play a pivotal role in growing an innovative technology company!
You must have a hunter’s mentality, always eager to keep the ball moving and find the next opportunity. You respond well to coaching and feedback but also have the ability to self‑motivate to maintain minimum daily call and email volume to keep driving leads further into the sales funnel. With our help, you will need to be able to identify, contact and engage with senior business leaders within prospect organizations through both outbound calls and following up on incoming leads.
Prior experience in technology, SaaS, or software sales would be beneficial but is not required– We are committed to training and developing our people to enable them find and reach their peak potential.
What You’ll Do
Drive net‑new pipeline creation across new logo Enterprise accounts through proactive, outbound prospecting.
Identify and engage target personas and buying groups using firmographic data, account context, and sales intelligence.
Execute high‑volume,
phone‑first outbound outreach , supported by email and LinkedIn messaging, to generate qualified conversations.
Conduct discovery conversations to assess business challenges, solution fit, buying stage, timeline, and stakeholder involvement.
Convert qualified outbound conversations into
Sales Qualified Leads (SQLs)
that meet AE acceptance criteria.
Schedule and position discovery meetings with clear expectations and high likelihood of being held.
Partner closely with Account Executives to align on new logo accounts, outbound strategy, and effective handoff for pipeline progression.
Capture all activity, qualification details, and outcomes in Salesforce and Outreach with accurate notes and dispositions.
Leverage AI‑powered sales intelligence to prioritize accounts, improve personalization, and increase outbound efficiency.
Partner cross‑functionally with Marketing, Sales Ops, and RevOps to provide feedback on messaging, personas, and objection trends.
Contribute to continuous improvement of outbound workflows, sequences, talk tracks, and qualification frameworks.
Key Performance Indicators (KPIs)
SQL Production:
Meet and exceed quarterly Sales Qualified Lead targets (primary measure of success).
Meetings Held:
Generate well‑qualified, attended meetings that support SQL creation.
Outbound Activity:
Maintain consistent execution across calls, emails, and LinkedIn, with calls as the primary activity driver.
Call Effectiveness:
Strong conversion from conversations to meetings and SQLs.
Pipeline Contribution:
SQLs convert into meaningful, AE‑progressed pipeline.
Meeting Quality:
High meeting‑held rates driven by strong qualification and expectation‑setting.
Data & Handoff Accuracy:
Maintain clean Salesforce and Outreach records with detailed, AE‑ready notes.
Persona & Solution Alignment:
Accurately map prospects to target personas, industries, and solution areas.
AI Utilization:
Effectively use AI and sales intelligence to improve prioritization, outreach quality, and productivity.
What You’ll Bring
Strong desire to be in technology space and pursue a career in sales
Excellent written/verbal communication skills
Strong technical aptitude with the ability to translate complex product capabilities into compelling business value propositions for prospective customers
Strong organization and interpersonal skills with the ability to develop relationships quickly, both internally and externally with prospects
Must be self‑motivated, ambitious and possess a winning attitude
Ability to multi‑task, prioritize, and manage time effectively
While prior Sales Development Representative (SDR) experience is advantageous, we welcome passionate candidates with demonstrated sales potential and growth mindset
Bachelor’s Degree, or equivalent work experience
Benefits at Planview At Planview, you’ll join our global team and culture which reflects the vibrant communities in which our employees live and work. To support you at Planview, you will enjoy:
Unplugged Days: 4 company‑wide paid days off per year to recharge and relax.
Generous PTO offerings (region dependent).
Region specific competitive benefit plans to support you at any life stage including parental leave, retirement, medical plans, wellness support, and remote work support.
Paid time to volunteer through Planview’s Force for Good Week.
Employee Referral bonus program.
Weekly office lunches for hybrid team members and social events.
Flexible work hours/environment.
Now is a great time to join our team. If you are looking for a place to grow your career, innovate with best‑in‑class solutions, and build the future of connected work, Planview is the right place for you!
Equal Employment Opportunity at Planview Planview is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status. As part of our efforts to build a diverse workforce, we encourage applications from Indigenous, Black, and other racialized communities, 2SLGBTQIA+ communities, people with neurodivergence, immigrants, people with disabilities, and other equity‑deserving groups. In addition to building a diverse workforce, we are committed to fostering an inclusive and accessible experience.
Reasonable accommodations for the interview process can be requested by emailing recruitment@planview.com.
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As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100.
At Planview, our people connections drive our innovation and success. Our global team of 1400+ work remotely and across our offices including Austin, Vancouver, Hod Hasharon, Bangalore, Sydney, and Stockholm. We’re proud of our world‑class, connected culture built on our shared values, that supports our teams to be successful from anywhere.
Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, X.
The Opportunity Exciting opportunity to kickstart your sales career as a Business Development Representative (BDR) with Planview, an award‑winning business‑to‑business SaaS company based in Austin, TX. This is a great fit if you are relatively new to sales, ambitious, and are confident that with the right training and opportunity you could flourish in a full‑time career in sales. You are the perfect candidate if you are high energy, a self‑starter, work great in team environments, and looking to play a pivotal role in growing an innovative technology company!
You must have a hunter’s mentality, always eager to keep the ball moving and find the next opportunity. You respond well to coaching and feedback but also have the ability to self‑motivate to maintain minimum daily call and email volume to keep driving leads further into the sales funnel. With our help, you will need to be able to identify, contact and engage with senior business leaders within prospect organizations through both outbound calls and following up on incoming leads.
Prior experience in technology, SaaS, or software sales would be beneficial but is not required– We are committed to training and developing our people to enable them find and reach their peak potential.
What You’ll Do
Drive net‑new pipeline creation across new logo Enterprise accounts through proactive, outbound prospecting.
Identify and engage target personas and buying groups using firmographic data, account context, and sales intelligence.
Execute high‑volume,
phone‑first outbound outreach , supported by email and LinkedIn messaging, to generate qualified conversations.
Conduct discovery conversations to assess business challenges, solution fit, buying stage, timeline, and stakeholder involvement.
Convert qualified outbound conversations into
Sales Qualified Leads (SQLs)
that meet AE acceptance criteria.
Schedule and position discovery meetings with clear expectations and high likelihood of being held.
Partner closely with Account Executives to align on new logo accounts, outbound strategy, and effective handoff for pipeline progression.
Capture all activity, qualification details, and outcomes in Salesforce and Outreach with accurate notes and dispositions.
Leverage AI‑powered sales intelligence to prioritize accounts, improve personalization, and increase outbound efficiency.
Partner cross‑functionally with Marketing, Sales Ops, and RevOps to provide feedback on messaging, personas, and objection trends.
Contribute to continuous improvement of outbound workflows, sequences, talk tracks, and qualification frameworks.
Key Performance Indicators (KPIs)
SQL Production:
Meet and exceed quarterly Sales Qualified Lead targets (primary measure of success).
Meetings Held:
Generate well‑qualified, attended meetings that support SQL creation.
Outbound Activity:
Maintain consistent execution across calls, emails, and LinkedIn, with calls as the primary activity driver.
Call Effectiveness:
Strong conversion from conversations to meetings and SQLs.
Pipeline Contribution:
SQLs convert into meaningful, AE‑progressed pipeline.
Meeting Quality:
High meeting‑held rates driven by strong qualification and expectation‑setting.
Data & Handoff Accuracy:
Maintain clean Salesforce and Outreach records with detailed, AE‑ready notes.
Persona & Solution Alignment:
Accurately map prospects to target personas, industries, and solution areas.
AI Utilization:
Effectively use AI and sales intelligence to improve prioritization, outreach quality, and productivity.
What You’ll Bring
Strong desire to be in technology space and pursue a career in sales
Excellent written/verbal communication skills
Strong technical aptitude with the ability to translate complex product capabilities into compelling business value propositions for prospective customers
Strong organization and interpersonal skills with the ability to develop relationships quickly, both internally and externally with prospects
Must be self‑motivated, ambitious and possess a winning attitude
Ability to multi‑task, prioritize, and manage time effectively
While prior Sales Development Representative (SDR) experience is advantageous, we welcome passionate candidates with demonstrated sales potential and growth mindset
Bachelor’s Degree, or equivalent work experience
Benefits at Planview At Planview, you’ll join our global team and culture which reflects the vibrant communities in which our employees live and work. To support you at Planview, you will enjoy:
Unplugged Days: 4 company‑wide paid days off per year to recharge and relax.
Generous PTO offerings (region dependent).
Region specific competitive benefit plans to support you at any life stage including parental leave, retirement, medical plans, wellness support, and remote work support.
Paid time to volunteer through Planview’s Force for Good Week.
Employee Referral bonus program.
Weekly office lunches for hybrid team members and social events.
Flexible work hours/environment.
Now is a great time to join our team. If you are looking for a place to grow your career, innovate with best‑in‑class solutions, and build the future of connected work, Planview is the right place for you!
Equal Employment Opportunity at Planview Planview is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status. As part of our efforts to build a diverse workforce, we encourage applications from Indigenous, Black, and other racialized communities, 2SLGBTQIA+ communities, people with neurodivergence, immigrants, people with disabilities, and other equity‑deserving groups. In addition to building a diverse workforce, we are committed to fostering an inclusive and accessible experience.
Reasonable accommodations for the interview process can be requested by emailing recruitment@planview.com.
#J-18808-Ljbffr