Sales Development Representative II

Position 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. With a global team of over 1,400 professionals working remotely and across offices including Austin, Vancouver, and more, we support customers with strategic planning, portfolio management, Lean and Agile delivery, and innovative technology solutions. We are excited to offer an opportunity for an ambitious, high-energy individual to grow their sales career as a Sales Development Representative II (SDR) in Austin, TX.

Key Responsibilities

• Partner with Account Executives to drive pipeline for Planview commercial products.
• Uncover, qualify, nurture, and build opportunities within the assigned geographic territory.
• Maintain minimum daily call and email volume to move leads down the sales funnel.
• Follow up on incoming leads from marketing campaigns while making outbound calls on target accounts.
• Engage with prospects through creative follow-up communications to increase demand for Planview products.
• Achieve and exceed quarterly sales targets through various demand generation activities.
• Capture sales prospecting activity using Salesforce.com by entering new contacts as acquired.

Required Qualifications

• Strong desire to build a career in sales within the technology sector.
• Excellent written and verbal communication skills.
• Technical aptitude with the ability to articulate the value of Planview products.
• Strong organizational and interpersonal skills with rapid relationship building both internally and externally.
• Self-motivated, ambitious, with a winning attitude and a hunter’s mentality.
• Ability to multi-task, prioritize, and manage time effectively.
• Prior experience as an SDR or in sales is preferred.
• Bachelor’s Degree or equivalent work experience.

Benefits & Perks

• Unplugged Days: 4 company-wide paid days off per year to recharge and relax.
• Generous PTO Offerings: Region-dependent paid time off.
• Competitive Benefit Plans: Including parental leave, retirement, medical plans, wellness support, and remote work support.
• Volunteer Time: Paid time to volunteer through Planview’s Force for Good Week.
• Employee Referral Bonus: Attractive bonus program for successful referrals.
• Office Lunches & Social Events: Weekly office lunches for hybrid team members and other social events.
• Flexible Work Hours: A supportive environment that promotes work-life balance.

Equal Employment Opportunity

Planview is proud to be an equal opportunity workplace and 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. We encourage applications from Indigenous, Black, and other racialized communities, 2SLGBTQIA+ communities, individuals with neurodivergence, immigrants, people with disabilities, and other equity deserving groups. Reasonable accommodations for the interview process can be requested by emailing recruitment@planview.com.