Remote Account Executive

Summary

Join our team as an Account Executive, Inside Sales and play a key role in our 2024 growth strategy. The ideal candidate will have 2+ years of direct sales experience, be ambitious, high-energy, and have a strong understanding of SaaS based financial planning solutions.

Requirements

• 2+ years of direct / full-cycle sales experience selling SaaS business solutions to the office of the CFO
• Able to effectively accomplish activities in a fast-paced environment
• Excellent presentation and negotiation skills
• Ability to interact and influence C-level executives and team members
• History of meeting/exceeding new business sales targets
• Strong and effective written, oral and telephone skills
• Experience with CRM systems, social media and Microsoft Office

Responsibilities

• Develop pipeline, maintain forecast accuracy, achieve/exceed monthly, quarterly and annual revenue targets
• Sell the entire Planful product stack and professional services
• Demonstrated understanding of the full sales life-cycle: prospecting, cold calling, qualifying, consultative selling, value selling, presenting, developing proposals, overcoming objections and closing sales
• Build relationships and collaborate with Planful Channel Partners, internal marketing, sales development teams, pre-sales and services teams
• Attend company trade shows, conferences, industry meetings and other avenues to initiate new sales of Planful
• Build and execute a sales plan to achieve revenue targets on a quarterly basis
• Carry-out customer centric meetings, presentations and product demonstrations both virtually and in person with key decision-makers and influencers

Benefits

• 2 Volunteer days
• Birthday PTO
• Quarterly company Wellness Days
• 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
• Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, and most recently - Palm Desert, California!
• Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
• Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for all employees, in-office or remote
• Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
• Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way