Generates qualified sales opportunities through targeted outreach, personalized messaging, and metric-driven prospecting. The representative meets outreach and conversion KPIs, collaborates with sales and marketing teams, supports campaign strategy, stays informed on project and portfolio management trends, and shares outreach insights. The role serves as an initial point of contact for prospective customers and uses consultative communication to introduce OnePlan’s AI-enabled work management solutions.
At OnePlan, we specialize in creating AI-enabled solutions that make strategic portfolio, financial, resource, and work management seamless. We help businesses bridge the gap between strategy and execution by offering solutions that boost business agility, streamline project management, and optimize resources.
What Makes us Unique?
What truly makes OnePlan stand out is our commitment to delivering powerful solutions and fostering a culture of collaboration. We combine robust analytics with a platform that integrates seamlessly into the tools businesses already know and trust. Our high-trust, team-focused environment allows us to innovate quickly and deliver solutions that drive meaningful results for our clients. We're passionate about exceeding expectations, working together to empower organizations to succeed in a rapidly changing business landscape.
About the Role
About the Role
The Business Development Representative (BDR) is responsible for generating qualified sales opportunities by identifying and engaging potential customers. This role plays a key part in introducing OnePlan to innovative companies and delivering tailored messaging to match their needs. Working closely with the marketing and account executive teams, the BDR will execute strategic outreach and act as the first point of contact in the sales process.
What You’ll Do at OnePlan
- Initiate targeted outreach to high-potential companies to generate interest in OnePlan
- Craft personalized messaging that communicates OnePlan’s value proposition
- Execute a consistent, metric-driven sales process and meet weekly outreach and conversion KPIs
- Stay informed on trends in project and portfolio management to support consultative outreach
- Collaborate with sales and marketing to align on campaign strategy, messaging, and lead feedback
- Contribute to internal knowledge-sharing by sharing outreach success stories and data-backed insights
Our Ideal Fit
- 1–3 years of experience in a Sales Development or Business Development role
- Bachelor’s degree in any discipline
- Must be eligible to work in the United States or Canada
- Strong verbal and written communication skills, including the ability to tailor messaging to different audiences
- Self-motivated, organized, and driven to meet and exceed performance targets
- Strong critical thinking skills and a collaborative mindset
Bonus Points:
- Experience in tech or SaaS sales environments
- Familiarity with Salesforce or other CRM tools
- Understanding of project or portfolio management concepts
- Experience applying solution selling or consultative sales approaches
- Proficiency in Microsoft Office Suite
More Reasons Why You Should Apply!
- We’re a remote-first company with team members across the USA, Canada, UK, and India!
- OnePlan has been recognized as the Global Microsoft Partner of the Year in Project and Portfolio Management in 2019, 2020, 2021, 2022 and 2023.
- We’ve been named a "Strong Performer" in the latest Forrester Strategic Portfolio Management WAVE report.
- We offer comprehensive health, dental, and vision benefits, with additional insurance options.
- Employer RRSP and 401K matching programs.
- A fun, collaborative, and diverse environment with regular health and team challenges to keep things light and enjoyable!
At OnePlan, we are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, or veteran status. We are proud to be an equal-opportunity workplace.
Upon receipt of an offer letter, candidates will be subject to a standard background check process.
Disclaimer: We’ll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we’ll follow our standard hiring process every time. You’ll never be asked for money or personal information during the interview process. If something feels off, don’t hesitate to reach out to us to confirm.
Ready to Apply?
Check out what it’s like to work at OnePlan and learn more about us at https://oneplan.ai/
Disclaimer: We’ll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we’ll follow our standard hiring process every time. You’ll never be asked for money or personal information during the interview process. If something feels off, don’t hesitate to reach out to us to confirm.
Ready to Apply?
Check out what it’s like to work at OnePlan and learn more about us at https://oneplan.ai/
About
OnePlan offers a strategic portfolio, financial and resource management solution that fits the needs of every PMO. Optimize your portfolio, financials and resources enterprise wide. Connect OnePlan with Microsoft Project, Office 365 Planner, Azure DevOps, Jira, and more for a complete view into all work across the enterprise.
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