Account Manager

Summary

Join Planful, a leading provider of financial performance management cloud software, as an Account Manager to help grow a specialized portfolio of customers. This role requires a proven track record of building and nurturing long-term relationships with Mid-Market customers, with a passion for the blend between technology and finance. As a strategic advisor to the customer base, you will align with their Planful initiatives, internal processes, and corporate strategy. You will build trusted relationships across multiple levels and personas within your accounts and serve as a key liaison between the customer and Planful's internal collaborators, including departments like renewals, solutions consultants, professional services, and more.

Requirements

• Located in Pacific or Mountain Timezone
• 3+ years successful track record of sales in the enterprise software or software-as-a-service market selling into an established client base
• Experience with large-scale, technologically sophisticated accounts and  upper mid-market customers in a fast paced SaaS environment
• Experience driving adoption and change management within tech organizations
• High levels of organization in your workflows - you understand what it means to be responsible for a customer portfolio and to prioritize your time efficiently
• A passion for partnership and collaboration
• Outstanding verbal and written communication skills
• A growth mindset

Responsibilities

• Proactively, identify, qualify and upsell within your existing sales pipeline of Mid-Market accounts (100% existing logos)
• Build strong and effective relationships, resulting in growth opportunities
• Responsible for annual revenue targets linking to upsell and cross-sell opportunities within your existing book of business
• Work closely with the Customer ecosystem, Solutions consulting organization and professional services team to maximize deal sizes
• Proactively and creatively reach out with insight driven content
• Regular updating of notes/steps in Salesforce
• Assist sales and marketing to identify clients willing to assist in references and marketing events

Preferred Qualifications

Prior exposure to FP&A, ERP, EPM, etc is a plus

Benefits

• 2 Volunteer days,  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, 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