• Job Description

  Req#: 4686
  Company 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 planview.com , and connect with us on LinkedIn, Instagram , and X .
  
  The Opportunity
  
  
  Are you naturally curious and energized by uncovering new business opportunities through research and strategic thinking? At Planview, we're looking for a Business Development Representative who thrives on digging deep into target accounts, identifying the right people, and laying the groundwork for high-impact sales conversations.
  This is not a traditional cold-calling role — it’s a chance to play a critical part in our go-to-market strategy by helping Sales and Marketing teams focus their efforts on the right prospects at the right time. You'll be part of a collaborative, fast-paced environment where your insights and analytical mindset will directly influence pipeline growth and customer acquisition.
  If you’re detail-oriented, proactive, and excited to learn about enterprise technology buyers and the problems they’re trying to solve, this is a unique opportunity to grow your career in SaaS sales.
  
  What You'll Do
  
  
  • Research target accounts to identify strategic opportunities and key decision-makers
  • Build account intelligence and develop personalized outreach strategies in partnership with Account Executives and Marketing
  • Create and manage account lists within your territory based on firmographic and technographic criteria
  • Monitor industry trends, competitor movements, and organizational changes to inform targeting efforts
  • Uncover and qualify potential leads through LinkedIn, databases, web research, and relevant tools
  • Collaborate cross-functionally with Sales, Marketing, and Revenue Operations to enhance targeting effectiveness
  • Contribute to the development of content and messaging that drives engagement with technical and business personas
  • Maintain clean, detailed notes on research and outreach activities in Salesforce.com
  • Engage prospects directly through email and social channels
  
  What You'll Bring
  
  
  • Strong research and analytical skills; ability to find and synthesize information across various sources
  • An interest in B2B technology and how modern organizations manage work, resources, and strategy
  • Excellent writing and communication skills; comfortable crafting clear and compelling messages
  • Proactive, self-driven, and detail-oriented approach to work
  • Ability to collaborate effectively across teams and be part of a fast-moving, high-growth sales environment
  • Experience using LinkedIn Sales Navigator, ZoomInfo, or other research tools is a plus
  • Bachelor’s degree or equivalent experience
  Bonus Points For
  • Experience in a lead research, sales operations, or BDR/SDR support role
  • Familiarity with CRM and marketing automation platforms (Salesforce, Outreach, HubSpot, etc.)
  • Exposure to enterprise buying processes and personas such as CIOs, CTOs, or PMO leaders
  
  Benefits at Planview
  
  
  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!
  
  Diversity, Equity and Inclusion at Planview
  
  As part of our efforts to build a workforce with diverse talent, 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.
  
  • Strong research and analytical skills; ability to find and synthesize information across various sources
  • An interest in B2B technology and how modern organizations manage work, resources, and strategy
  • Excellent writing and communication skills; comfortable crafting clear and compelling messages
  • Proactive, self-driven, and detail-oriented approach to work
  • Ability to collaborate effectively across teams and be part of a fast-moving, high-growth sales environment
  • Experience using LinkedIn Sales Navigator, ZoomInfo, or other research tools is a plus
  • Bachelor’s degree or equivalent experience
  Bonus Points For
  • Experience in a lead research, sales operations, or BDR/SDR support role
  • Familiarity with CRM and marketing automation platforms (Salesforce, Outreach, HubSpot, etc.)
  • Exposure to enterprise buying processes and personas such as CIOs, CTOs, or PMO leaders
  
  
  • Research target accounts to identify strategic opportunities and key decision-makers
  • Build account intelligence and develop personalized outreach strategies in partnership with Account Executives and Marketing
  • Create and manage account lists within your territory based on firmographic and technographic criteria
  • Monitor industry trends, competitor movements, and organizational changes to inform targeting efforts
  • Uncover and qualify potential leads through LinkedIn, databases, web research, and relevant tools
  • Collaborate cross-functionally with Sales, Marketing, and Revenue Operations to enhance targeting effectiveness
  • Contribute to the development of content and messaging that drives engagement with technical and business personas
  • Maintain clean, detailed notes on research and outreach activities in Salesforce.com
  • Engage prospects directly through email and social channels

• About the company

  Planview is a global enterprise software company headquartered in Austin, Texas.

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