Sales Development Representative

Planview is a global leader in work and resource management, committed to building the future of connected work. They are seeking an ambitious Sales Development Representative to drive pipeline creation, qualify inbound prospects, and support customer expansion motions in a fast-paced sales environment.

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

Requirements:

• 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
• Bachelor's Degree, or equivalent work experience
• Prior experience in technology, SaaS, or software sales would be beneficial but is not required
• Prior SDR experience is a plus but not required