Account Manager

Summary

Join Planful as an Account Manager and leverage your expertise to cultivate and expand relationships with mid-market clients. You will act as a strategic advisor, aligning with customer initiatives and internal processes. This role demands a proven track record in enterprise software sales, strong communication skills, and a collaborative spirit. You will be responsible for achieving annual revenue targets through upselling and cross-selling, working closely with various internal teams. Planful offers a supportive and engaging work environment with various benefits, including paid time off, parental leave support, and professional development opportunities.

Requirements

• 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. You’ll need to partner with multiple Planful teams on a regular basis (Sales, Marketing, Support, Product, C-Suite) to achieve your customer outcomes
• Outstanding verbal and written communication skills. You’ll be presenting to diverse and senior audiences, ranging from financial analysts to CFOs
• A growth mindset. Committed to your own personal and professional development and the growth of those around you

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. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way
• This position is eligible for bonuses/commission