JobsSales Development RepresentativeUnited StatesSales Development Representative
PTMA Financial Solutions
Posted 6 days ago
Sales Development Representative
PTMA Financial Solutions · Texas, United States
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In short
The Sales Development Representative will identify and qualify new business opportunities within Texas public entities to support the regional sales team. Responsibilities include managing the sales pipeline in Salesforce, conducting high-volume outbound outreach, and scheduling appointments for the sales team.
What they're looking for
MUST-HAVE SKILLS
ALSO MENTIONED
Candidates must have 1-3+ years of experience in sales or business development and a strong understanding of public finance and municipal bonds. Proficiency in Salesforce and relevant professional licensing are required for this role.
About the employer
PTMA Financial Solutions
Helping Communities Thrive.
PTMA Financial Solutions provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to thousands of local governments, school districts and other public entities, we also partner with over a thousand financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers 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.
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PTMA’s 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.
- INDUSTRY
- Financial Services
- COMPANY
- Privately Held
- HEADQUARTERS
- Denver, Colorado
- SIZE
- 201-500
- OFFICES
- 2 on LinkedIn
KNOWN FOR
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Questions about this role
- Is this PTMA Financial Solutions role remote?
- Tagged on site.
- What does it pay?
- The posting lists $70,000–$85,000 a year.
- Does it sponsor visas?
- Listed as no visa sponsorship.
- What experience does it ask for?
- Listed as 2-5 years.
The posting, in full
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. Track new bond issues in Texas and identify the cities, counties, school districts and special districts behind them.
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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
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