Job Description

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:
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
Qualifications:
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