Public Sector SDR – Finance Outreach to Municipalities

PTMA Financial Solutions; Texas; On-site; USD 70,000 - 85,000; Full time

Job summary

PTMA Financial Solutions in Texas seeks a Regional Sales role focused on public sector finance. You will track new bond issues in Texas, qualify leads from sales events, and coordinate with the team to schedule presentations, lunch-and-learns, and other activities.

Candidates should have Salesforce experience, the required licensing, 1–3+ years in sales or business development, and familiarity with Texas public entities. The pay range is $70,000–$85,000 per year.

Qualifications

• Strong understanding of public finance, including municipal bonds.
• Sales experience and required professional licensing.
• Familiarity with Texas public entities and local finance officials.

Responsibilities

• Track new bond issues in Texas and identify the cities, counties, schools and districts involved.
• Qualify event lists and leads from sales team events (40+ events/year).
• Coordinate with the sales team to schedule presentations, lunch-and-learns, and other activities.
• Make outbound calls and emails to finance directors and public-sector decision-makers.
• Qualify interest and schedule appointments for the Regional Sales Head and team.
• Maintain Salesforce records for prospects, activity, and pipeline.
• Support territory priorities and follow-up with the Regional Sales Head.
• Follow all compliance policies for outreach and recordkeeping.

Skills

Public finance knowledge

High-volume outbound calls

Organized, self-directed

Education

Licensing (required)

1–3 years sales experience

Tools

Salesforce

Job description

PTMA Financial Solutions in Texas seeks a Regional Sales role focused on public sector finance. You will track new bond issues in Texas, qualify leads from sales events, and coordinate with the team to schedule presentations, lunch-and-learns, and other activities.

Candidates should have Salesforce experience, the required licensing, 1–3+ years in sales or business development, and familiarity with Texas public entities. The pay range is $70,000–$85,000 per year.