Demo

Business Development Representative (BDR / SDR)

OnePlan Solutions
San Marcos, CA Full Time
POSTED ON 3/5/2025
AVAILABLE BEFORE 5/9/2025

Job Description

Job Description

Description

At OnePlan, we specialize in creating AI-enabled solutions that make strategic portfolio, financial, resource, and work management seamless. We help businesses bridge the gap between strategy and execution by offering solutions that boost business agility, streamline project management, and optimize resources.

What Makes us Unique?

What truly makes OnePlan stand out is our commitment to delivering powerful solutions and fostering a culture of collaboration. We combine robust analytics with a platform that integrates seamlessly into the tools businesses already know and trust. Our high-trust, team-focused environment allows us to innovate quickly and deliver solutions that drive meaningful results for our clients. We're passionate about exceeding expectations, working together to empower organizations to succeed in a rapidly changing business landscape.

About the Role

As a Business Development Representative / Sales Development Representative, you'll be responsible for uncovering demand for OnePlan in the most innovative companies in the world, and our BDR / SDR's provide their first introduction. By collaborating with both the marketing and account executive teams, you will be expected to deliver a compelling value proposition for OnePlan at each company balancing the needs of their business and the norms of the industry.

What You’ll Do at OnePlan

  • Outreach Activities : Initiate targeted outreach to high-value companies to generate interest in OnePlan.
  • Deliver Value Proposition : Create compelling messaging by leveraging a comprehensive understanding of OnePlan's features and benefits, coupled with a diverse knowledge of each company’s distinctive attributes.
  • Metric-Driven Approach : Meet & Exceed weekly Key Performance Indicator (KPI) targets to execute a consistent sales process - while collecting data on successful strategies to inform iterative improvements and enhance overall team performance.
  • Curiosity : Act as a thought leader in the Project Management domain, providing unique insights to customers and challenging their existing perspectives when needed.
  • Collaboration : Engage in regular communication with your team and the broader company to exchange success stories and address sales challenges effectively.

Our Ideal Fit

  • 1-3 years Sales Development Representative (SDR) or Business Development Representative (BDR) experience.
  • Bachelor’s degree in any discipline with a strong academic track record.
  • Must be eligible to work in the United States or Canada.
  • Bonus Points :

  • Representative (BDR / SDR) experience.
  • Strong critical thinker with a positive and out-of-the-box attitude.
  • Tech, SaaS, Salesforce or project management experience.
  • Excellent presentation and communication skills with the ability to present using solution selling and a consultative approach.
  • Strong knowledge of MS Office and familiarity with CRM tools.
  • More Reasons Why You Should Apply!

  • We’re a remote-first company with team members across the USA, Canada, UK, and India!
  • OnePlan has been recognized as the Global Microsoft Partner of the Year in Project and Portfolio Management in 2019, 2020, 2021, and 2022.
  • We’ve been named a "Strong Performer" in the latest Forrester Strategic Portfolio Management WAVE report.
  • We offer comprehensive health, dental, and vision benefits, with additional insurance options.
  • Employer RRSP and 401K matching programs.
  • A fun, collaborative, and diverse environment with regular health and team challenges to keep things light and enjoyable!
  • At OnePlan, we are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, or veteran status. We are proud to be an equal-opportunity workplace.

    Disclaimer : We’ll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we’ll follow our standard hiring process every time. You’ll never be asked for money or personal information during the interview process. If something feels off, don’t hesitate to reach out to us to confirm.

    Ready to Apply?

  • Check out what it’s like to work at OnePlan and learn more about us at  https : / / oneplan.ai /
  • Upon receipt of an offer letter, candidates will be subject to a standard background check process.
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