Planview · 8 hours ago
Sales Development Representative
United States
Full-time
Remote
New Grad, Entry LevelPlanview is a global leader in work and resource management, dedicated to building the future of connected work. The Sales Development Representative II (SDR) role is an exciting opportunity for individuals new to sales, where they will drive pipeline creation and qualify inbound prospects while working closely with Account Executives to support customer expansion.
CollaborationEnterprise SoftwareInformation TechnologyManagement Information SystemsProject ManagementSaaSSoftware
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
Qualification
Required
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
Preferred
Prior experience in technology, SaaS, or software sales would be beneficial but is not required
Prior SDR experience is a plus but not required
Benefits
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.
Company
Planview
Planview is an end-to-end AI-driven platform that empowers business, tech, and transformation leaders to create organizational focus.
Founded in 1989
1001-5000 employees
H1B Sponsorship
Planview has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (1)
2023 (4)
2022 (3)
2021 (3)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
$113.35MKey Investors
TPG
2022-07-09Private Equity· $113.35M
2020-11-10Private Equity
2020-11-10Acquired
Leadership Team
Gregory S. Gilmore
Chief Executive Officer
Matt Zilli
Chief Executive Officer
Recent News
Best ERP Software, Vendors, News and Reviews
2026-01-11
2026-01-07
Company data provided by crunchbase