Agile Programming Methodologies, Artificial Intelligence (AI), Benchmarking, Business Analysis, Communication Skills, Continuous Improvement, Cross-Functional, Cross-Selling, Customer Support/Service, Data Quality, Enterprise Architecture, Establish Priorities, Exceeded Sales Goal, Interpersonal Skills, Investment Management, Lean Manufacturing, LinkedIn, Marketing, Multitasking, Organizational Skills, Presentation/Verbal Skills, Product Management, Project/Program Management, Quality Management, Resource Management, SQL (Structured Query Language), Sales, Sales Management, Sales Operations, Sales Prospecting, Sales Qualification, Salesforce.com, Service Level Agreement (SLA), Strategic Planning, Team Building, Team Player, Technical Leadership, Time Management, Up-Selling, Website Conversion, Work From Home, Writing Skills
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, and X.
Responsibilities:
- Drive pipeline creation across all segments (Mid-Market and Enterprise).
- Qualify inbound prospects by assessing business challenges, solution fit, buying stage, timeline, and user scale, and execute high-quality follow-up via calls, emails, sequences, and personalized outreach to convert MQL SQL.
- Partner with Account Executives to support Customer expansion motions by engaging new groups within existing customer accounts demonstrating new engagement signals (Demandbase, product usage cues, content interest, and downloads).
- Follow MQL (Marketing Qualified Lead) SLA compliance, ensuring rapid follow-up, clean handoff notes, and adherence to Planview’s response-time benchmarks.
- Achieve and exceed quarterly SQL and pipeline targets through consistent inbound qualification, cross-sell/ upsell, speed-to-lead excellence, and high conversion rates.
- Capture all qualification and engagement activity in Salesforce and Outreach, ensuring accurate data hygiene, lead status, MQL solution stamps, and AE-ready handoff notes.
- Leverage AI-powered sales intelligence to prioritize inbound work, improve personalization, and automate repetitive tasks.
- Partner cross-functionally with Marketing, Sales Ops, RevOps, and AEs to provide real-time feedback on lead quality, persona trends, and top-performing content.
- Contribute to continuous improvement of inbound workflows, including routing rules, SLAs, qualification frameworks, sequences, and scoring logic.
KPIs
- SQL Production: Meet and exceed quarterly Sales Qualified Lead targets
- Conversion Rates: Maintain strong MQLSQL conversion performance.
- Speed to Lead: Consistently follow up with inbound leads within required SLA timelines.
- Pipeline Contribution: Generate high-quality pipeline
- Meeting Quality: Achieve high meeting attendance rates through strong qualification.
- Data & Handoff Accuracy: Keep Salesforce and Outreach records clean with correct dispositions, routing, and detailed notes.
- Persona & Solution Alignment: Accurately map inbound leads to ideal personas and solution areas.
- AI Utilization: Adopt AI and predictive insights to prioritize leads and improve outreach quality.
Qualifications:
- Strong desire to be in technology space and pursue a career in sales
- Excellent written/verbal communication skills
- Technical aptitude and ability to articulate the value Planview products provide to 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
- Prior SDR experience is a plus but not required
- Bachelor’s Degree, or equivalent work experience
Great Benefits and Fun Perks:
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!