Sales Development Representative (Thursdays in office)

Planview is a global leader in work and resource management, dedicated to building the future of connected work. They are seeking a Sales Development Representative to kickstart their sales career, where the role involves driving pipeline creation, qualifying inbound prospects, and collaborating with Account Executives to support customer expansion.

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 SDR experience is a plus but not required