Sales Development Representative

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, provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to more than 12,000 local governments, school districts and other public entities, we also partner with over 1,000 financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entitiesplusstable deposit funding solutions for financial institutions. Our financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm’s primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States.

Job Summary

Duties/Responsibilities

• Track new bond issues in Texas and identify the cities, counties, school districts and special districts behind them.
• Qualify event lists and properly qualify leads from sales teams events. This will include over 40 events a year attended by the Texas Sales Team.
• Qualify regional opportunities and coordinate with the sales team to schedule sales activities including presentations, lunch and learns, or other activities.
• Make outbound calls and send emails to finance directors, treasurers and other public-sector decision-makers.
• Qualify interest and schedule appointments for the Regional Sales Head and sales team.
• Keep accurate prospect, activity and pipeline records in Salesforce.
• Work with the Regional Sales Head on territory priorities, call lists and follow-up.
• Follow all firm compliance policies for outreach and recordkeeping.

Required Skills/Abilities

• Strong understanding of public finance, including municipal bonds and how public entities manage and invest funds.
• Strong phone presence and the confidence to make high‑volume outbound calls.
• Organized, self‑directed and comfortable working toward activity goals.

Education And Experience

• Salesforce experience (required).
• Applicable licensing (required).
• 1–3+ years of experience in sales, business development or a related role.
• Familiarity with Texas public entities and existing relationships with local finance officials.
• Involvement in the Government Finance Officers Association of Texas (GFOAT), the Government Treasurers’ Organization of Texas (GTOT), Texas Association of School Business Officials (TASBO), or Texas Association of Counties (TAC).

Physical Requirements:

Must be able to work at a computer for long periods of time. Lift up to 15 lbs.

The Pay Range For This Role Is

70,000 - 85,000 USD per year(Texas)