Job Details

About Planisware:

Planisware is a leading provider of Strategic Portfolio Management (SPM) solutions, helping organizations connect strategy to execution and drive better business outcomes.

Our platform enables companies to plan, prioritize, and deliver complex initiatives across R&D, IT, and capital projects, with strong adoption across pharmaceutical, medical device, manufacturing, energy, and financial services industries.

With a strong foundation, global presence, and continued growth, Planisware is uniquely positioned to shape the future of portfolio management.

About the role:

We are looking for a Sales Engagement Strategist to serve as a critical link between our marketing efforts and sales team, ensuring that leads generated through our campaigns receive personalized and timely follow-up.

This role goes beyond traditional lead nurturing to optimize processes, enhance workflows, and develop scalable strategies for continuous improvement.

Key Responsibilities:

Lead Management and Follow-Up

• Engage with inbound leads generated from marketing campaigns (e.g., webinars, content downloads, paid ads, and website inquiries) through various communication channels (email, phone, LinkedIn, etc.).
• Qualify leads to assess their fit based on defined Ideal Customer Profiles (ICPs) and handoff high-quality opportunities to the sales team.
• Maintain timely and consistent follow-up, ensuring no lead falls through the cracks.

Cadence Development and Optimization

• Create and refine multi-touchpoint outreach cadences, including emails, calls, and social media interactions, designed to engage and nurture inbound leads effectively.
• Continuously analyze cadence performance metrics (e.g., open rates, reply rates, conversion rates) to identify areas for improvement and optimize based on data-driven insights.
• Collaborate with the marketing team to align messaging and ensure cadences reflect the brand voice and resonate with target audiences.

Workflow and Process Enhancement

• Work closely with the marketing team to ensure seamless integration between lead generation tools (e.g., CRM, marketing automation platforms, and sales enablement software).
• Design and improve workflows for lead assignment, follow-up tracking, and progress reporting to enhance efficiency and transparency.
• Proactively identify bottlenecks in existing processes and propose innovative solutions to improve speed and accuracy in lead follow-up.

Performance Measurement and Reporting

• Track key performance indicators (KPIs) such as lead response time, qualification rates, and pipeline contribution, and present actionable insights to marketing and sales leadership.
• Conduct A/B testing for cadences and communication strategies to inform future improvements.
• Report on the overall health of inbound lead management processes and recommend strategies for scaling.

Cross-Team Collaboration

• Act as a bridge between the marketing and sales teams, ensuring alignment on goals, messaging, and target accounts.
• Provide feedback to marketing on lead quality and campaign effectiveness to continuously refine lead-generation strategies.
• Partner with the sales team to understand their pipeline needs and align inbound efforts accordingly.

Qualifications:

• Proven experience in a Sales Development Representative or related role, preferably in a B2B environment.
• Strong understanding of inbound marketing and lead nurturing principles.
• Proficiency with CRM software (e.g., Salesforce) and sales enablement tools (Salesloft, Zoominfo).
• Analytical mindset with experience measuring and optimizing outreach performance.
• Exceptional communication skills and a customer-focused attitude.
• Ability to thrive in a fast-paced environment with strong organizational and multitasking abilities.

Benefits and Perks:

• 3 weeks paid vacation
• Paid holidays
• Up to 4 months maternity leave
• Paternity leave
• Life, short and long-term disability insurance
• Company annual kick-off trip
• 401(k) plan with company variable contribution
• Health, dental, and vision insurance
• FSA plan, including employer contribution
• Cell phone and internet allowances
• Quarterly events/monthly happy hour
• Company charitable donation match
• Community outreach
• Tuition assistance program
• Graduate program

This role will be based out of our San Francisco, CA office. Planisware currently has a hybrid policy of working in-office four days per week, Monday-Thursday, with remote flexibility on Friday. This is subject to change as the company sees fit.