Business Development Representative

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

The Business Development Representative (BDR) is responsible for generating qualified sales opportunities by identifying and engaging potential customers. This role plays a key part in introducing OnePlan to innovative companies and delivering tailored messaging to match their needs. Working closely with the marketing and account executive teams, the BDR will execute strategic outreach and act as the first point of contact in the sales process.

What You’ll Do at OnePlan

Initiate targeted outreach to high-potential companies to generate interest in OnePlan Craft personalized messaging that communicates OnePlan’s value proposition Execute a consistent, metric-driven sales process and meet weekly outreach and conversion KPIs Stay informed on trends in project and portfolio management to support consultative outreach Collaborate with sales and marketing to align on campaign strategy, messaging, and lead feedback Contribute to internal knowledge-sharing by sharing outreach success stories and data-backed insights

Our Ideal Fit

1–3 years of experience in a Sales Development or Business Development role Bachelor’s degree in any discipline Must be eligible to work in the United States or Canada Strong verbal and written communication skills, including the ability to tailor messaging to different audiences Self-motivated, organized, and driven to meet and exceed performance targets Strong critical thinking skills and a collaborative mindset

Bonus Points

Experience in tech or SaaS sales environments Familiarity with Salesforce or other CRM tools Understanding of project or portfolio management concepts Experience applying solution selling or consultative sales approaches

Proficiency in Microsoft Office Suite

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, 2022 and 2023.

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.

Upon receipt of an offer letter, candidates will be subject to a standard background check process.

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/