Sales Development Representative

PMA Financial Network; Texas; On-site; USD 45,000 - 65,000; Full time

Job summary

PMA Financial Network is seeking a Sales Development Representative to support 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.

Ideal candidates have 1–3+ years in sales or business development, Salesforce experience, and knowledge of public finance. This on-site role offers growth within a focused public sector portfolio.

Qualifications

• 1–3+ years of sales, business development, or related role.
• Familiarity with Texas public entities and local government finance officials.
• Involvement in GFOAT/GTOT/TASBO/TAC is a plus.

Responsibilities

• Track Texas bond issues and identify issuing entities.
• Qualify event lists and leads from sales teams' events (40+ per year).
• Coordinate with the regional team to schedule events and presentations.
• Make outbound calls and emails to public-sector decision-makers.
• Qualify interest and schedule appointments for the Regional Sales Head and team.
• Record prospects and activity in Salesforce and keep pipeline up to date.
• Work with the Regional Sales Head on territory priorities and follow-up.
• Follow all firm compliance policies for outreach and recordkeeping.

Skills

Public finance knowledge

Phone outreach

Organized

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 entities plus stable 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:

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.

NO AGENCIES PLEASE