Overview:
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:
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.
- Develop new business opportunities within the UK, driving pipeline creation and qualification
- Execute a consistent approach to demand generation through outbound activity (calls, email, social)
- Manage sales cycles from prospecting through to close, with support and mentorship from senior team members when needed
- Present the value of our solutions to senior executives (CIO, VP-level, and other decision-makers)
- Accurately forecast activity and revenue in Salesforce (SFDC)
- Identify customer business challenges and create tailored proposals to address these needs
- Provide customers with a high level of personalized service that reinforces the importance of long-term satisfaction and retention
- Manage multiple concurrent client relationships, anticipate change, adjust priorities, and work effectively both independently and as part of a team
- Bachelor’s degree preferred, or equivalent combination of education and professional experience
- 1–2 years of sales or business development experience (SaaS or technology preferred); internship or SDR/BDR experience welcome
- Experience prospecting and generating pipeline; eager to learn how to manage sales cycles and close business with mentorship
- Exposure to financial services or technology clients is a plus, but not required
- Interest in learning account management and expansion strategies; prior experience supporting customer relationships is a plus
- Ability to learn and deliver product demos; curiosity for translating technical features into customer value
- Collaborative and eager to work cross-functionally with Sales, Marketing, and Customer Success teams
- Strong written and verbal communication skills with the ability to adapt messaging to different audiences
- Familiarity with sales methodologies is a plus; training and mentorship will be provided
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