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.

Responsibilities

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 RevOps to share feedback on messaging, personas, and objection trends, and contribute to continuous improvement of outbound workflows.

Qualifications

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.

Great Benefits and Fun Perks

We offer highly competitive benefits packages for every lifestyle.
No one likes working in a box, right? That’s why in our office locations we have open work environments with optional standing desks, soft drinks, gourmet coffee machines and fresh fruit to get your day going! Oh, and a patio balcony with BBQ’s for those days when the weather is behaving.
We believe in regular fun office events and monthly happy hours!
We offer flexible work hours and we are family friendly.

Planview is an Equal Opportunity Employer

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