Now Hiring - Planview, Inc. - Business Development Representative (Outbound) in Austin, TX

Full description of the 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, 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 [please apply online] and connect with us on LinkedIn, Instagram, and X. Responsibilities: * 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. Qualifications: * 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 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!