Account Executive

Summary

Join Planful as an Account Executive and play a key role in our 2025 growth strategy. This role requires 4+ years of direct sales experience selling FPM SaaS business solutions. Responsibilities include developing sales pipelines, achieving revenue targets, selling the Planful product stack, and building relationships with channel partners. You will need excellent presentation and negotiation skills, the ability to interact with C-level executives, and experience with CRM systems. Planful offers a remote-first culture with benefits such as home office setup and monthly reimbursements, along with additional perks like volunteer days, parental leave benefits, and company-wide events.

Requirements

• 4+ years of direct / full-cycle sales experience selling FPM SaaS business solutions
• 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
• Great communicator
• You are all about the customer

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 per year, Birthday PTO, and 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, Austin, and most recently Palm Beach
• Team-specific off-sites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
• Remote first culture with benefits such as home office setup, and monthly wifi and cell phone reimbursements
• Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
• Employee Resource Groups such as Women of Planful, LatinX at 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