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Overview
Planview has one mission: to close the gap between strategic intent and business outcome, providing the intelligence organizations need to act decisively.
As the global leader in Strategic Portfolio Management, Planview helps organizations of all sizes achieve their business goals, faster and smarter. Our comprehensive platform bring initiatives, investments, and resources into a continuous, connected model of the business: the actionable understanding leaders need to move decisively, keep teams and AI in lockstep, and know how their initiatives are performing.—now powered by Planview Anvi, our next-generation enterprise AI that delivers expert guidance, intelligent recommendations, and actionable insights, turning complex data into decisive action from strategy through execution.
Recognized as a Leader in the 2026 Gartner Magic Quadrant for Strategic Portfolio Management for the fifth consecutive year, we proudly serve more than 3,000customers globally, including 45% of the Fortune 100—and more than 3 million users worldwide.
Why Join Planview?
At Planview, our people’s connections drive our innovation and success. Our global team of 1,500+ employees work remotely and across offices in Austin, Vancouver, Hod HaSharon, Bangalore, Sydney, and Stockholm. We've built a world-class, connected culture rooted in shared values that empowers our teams to thrive and succeed from anywhere. When you join Planview, you're not just joining a company, you're joining a movement to transform how the world works.
Discover 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.
