Texas Public Finance SDR — Build Connections & Pipeline

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 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.