Business Development Representative

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 . #LI-REMOTE The Opportunity Planview is looking for a Business Development Representative to join our Sales Development team. This is the fully qualified, experienced BDR role at Planview: you will drive net-new pipeline through proactive outbound prospecting into enterprise accounts, using firmographic and intent data to identify the right personas and buying groups.

You'll execute high-volume, phone-first outreach supported by email and LinkedIn, conduct discovery conversations to assess fit and buying stage, and convert qualified conversations into Sales Qualified Leads that meet Account Executive acceptance criteria. You'll make informed decisions with input from management on projects that are often complex and not clearly defined, build cross-functional relationships with Marketing, Sales Ops, and Rev.

Ops, and use AI-powered sales intelligence to continuously sharpen your targeting, personalization, and outbound efficiency.

What You'll Do

Drive net-new pipeline creation across new-logo enterprise accounts through proactive, outbound prospecting. Identify and engage target personas and buying groups using firmographic data, account context, and sales intelligence tools. Execute high-volume, phone-first outbound outreach, supported by email and LinkedIn messaging, to generate qualified conversations.

Use AI to build dynamic prospecting lists and personalize outbound messaging with AI-driven content suggestions and templates. Conduct discovery conversations to assess business challenges, solution fit, buying stage, timeline, and stakeholder involvement. Convert qualified outbound conversations into Sales Qualified Leads that meet Account Executive acceptance criteria.

Monitor AI-driven dashboards to prioritize accounts based on response likelihood and engagement signals. Build and manage outbound sequences and cadences, partnering with Account Executives on account planning and handoff. Capture all prospecting activity, qualification details, and outcomes in Salesforce and Outreach with accurate notes and dispositions.

Partner cross-functionally with Marketing, Sales Ops, and Rev. Ops to share feedback on messaging, personas, and objection trends, and contribute to continuous improvement of outbound workflows.

What You'll Bring

2+ years of experience in outbound sales development, prospecting, or a similar new-business role, ideally in SaaS or B2B technology. Proven track record of generating qualified pipeline through high-volume outbound prospecting (calls, email, LinkedIn). Strong technical aptitude, with the ability to translate complex product capabilities into compelling business value for prospects.

Experience using CRM and sales engagement tools (e.g., Salesforce, Outreach) and comfort adopting AI-powered prospecting and intelligence tools. Excellent written and verbal communication skills, with strong organizational and time-management abilities. Self-motivated and resilient, with a demonstrated ability to prioritize work independently and exercise good judgment on complex, evolving projects.

Bachelor's degree or equivalent practical experience.

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!

AI Use in Recruitment Planview may employ AI-based tools to support certain recruiting activities, however all decisions affecting a candidate's application are made by a human recruiter or hiring manager. Planview is committed to complying with applicable AI regulations, including the EU AI Act and other emerging legislation in the jurisdictions in which we operate, and reviews its AI practices as these requirements evolve.

If you require further information or would like to exercise your rights under applicable privacy laws, please submit your request at the Planview Data Subject Access Request (DSAR) Portal. Drive net-new pipeline creation across new-logo enterprise accounts through proactive, outbound prospecting. Identify and engage target personas and buying groups using firmographic data, account context, and sales intelligence tools.

Execute high-volume, phone-first outbound outreach, supported by email and LinkedIn messaging, to generate qualified conversations. Use AI to build dynamic prospecting lists and personalize outbound messaging with AI-driven content suggestions and templates. Conduct discovery conversations to assess business challenges, solution fit, buying stage, timeline, and stakeholder involvement.

Convert qualified outbound conversations into Sales Qualified Leads that meet Account Executive acceptance criteria. Monitor AI-driven dashboards to prioritize accounts based on response likelihood and engagement signals. Build and manage outbound sequences and cadences, partnering with Account Executives on account planning and handoff.

Capture all prospecting activity, qualification details, and outcomes in Salesforce and Outreach with accurate notes and dispositions. Partner cross-functionally with Marketing, Sales Ops, and Rev. Ops to share feedback on messaging, personas, and objection trends, and contribute to continuous improvement of outbound workflows.

2+ years of experience in outbound sales development, prospecting, or a similar new-business role, ideally in SaaS or B2B technology. Proven track record of generating qualified pipeline through high-volume outbound prospecting (calls, email, LinkedIn). Strong technical aptitude, with the ability to translate complex product capabilities into compelling business value for prospects.

Experience using CRM and sales engagement tools (e.g., Salesforce, Outreach) and comfort adopting AI-powered prospecting and intelligence tools. Excellent written and verbal communication skills, with strong organizational and time-management abilities. Self-motivated and resilient, with a demonstrated ability to prioritize work independently and exercise good judgment on complex, evolving projects.

Bachelor's degree or equivalent practical experience.