Full-time SDR, PTMA Financial Solutions

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.