Sales Development Representative

PTMA Financial Solutions; Texas; On-site; USD 48,000 - 80,000; Full time

Job summary

PTMA Financial Solutions is seeking a Sales Development Representative to support the Texas regional sales head by generating new opportunities across the state. You will identify Texas public entities, reach out to decision-makers, and set qualified appointments for the sales team.

You will track bond issuances, qualify leads from events, and coordinate with the sales team to drive outreach, presentations, and lunch-and-learns.

Qualifications

• Salesforce experience is required.
• Applicable licensing is required.
• 1–3+ years of experience in sales or a related role.
• Familiarity with Texas public entities and relationships with local finance officials.

Responsibilities

• Track new bond issues in Texas and identify the cities, counties, school districts and special districts behind them.
• Qualify event lists and leads from sales teams events (40+ per year).
• Qualify regional opportunities and coordinate with the sales team for presentations and outreach.
• Make outbound calls and emails to finance directors, treasurers and other public-sector decision-makers.
• Qualify interest and schedule appointments for the Regional Sales Head and sales team.
• Maintain accurate prospect, activity and pipeline records in Salesforce.

Skills

Phone outreach

Public finance knowledge

Territory management

Lead qualification

Appointment setting

Education

Licensing (required)

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 financialexpertise, 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:

The Sales Development Representative supports the Texas Regional Sales Head by generating new business opportunities across the state. You’ll identify Texas public entities reach out to decision-makers, and set qualified appointments for the sales team.

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.