Inbound Sales Development Representative (Thursdays in office)

Exciting opportunity to kickstart your sales career as a Sales Development Representative II (SDR) with Planview, an award-winning business-to-business SaaS company based in Austin, TX. This is a great fit if you are relatively new to sales, ambitious, and are confident that with the right training and opportunity you could flourish in a full-time career in sales. You are the perfect candidate if you are high energy, a self-starter, work great in team environments, and looking to play a pivotal role in growing an innovative technology company!

You must have a hunter's mentality, always eager to keep the ball moving and find the next opportunity. You respond well to coaching and feedback but also have the ability to self-motivate to maintain minimum daily call and email volume to keep driving leads further into the sales funnel. With our help, you will need to be able to identify, contact and engage with senior business leaders within prospect organizations through both outbound calls and following up on incoming leads.

Prior experience in technology, SaaS, or software sales would be beneficial but is not required We are committed to training and developing our people to enable them find and reach their peak potential.

• 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.

• 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

• 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!

Planview is proud to be an equal opportunity workplace and is 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. As part of our efforts to build a diverse workforce, we encourage applications from Indigenous, Black, and other racialized communities, 2SLGBTQIA+ communities, people with neurodivergence, immigrants, people with disabilities, and other equity deserving groups. In addition to building a diverse workforce, we are committed to fostering an inclusive and accessible experience.

Reasonable accommodations for the interview process can be requested by emailing recruitment@planview.com.