Account Manager

Summary

Join Planful as an Account Management professional to cultivate and expand relationships with mid-market customers. You will act as a strategic advisor, aligning with clients' Planful initiatives and internal strategies. Responsibilities include identifying upsell opportunities, building strong customer relationships, and working with internal teams to maximize deal sizes. The ideal candidate possesses 3+ years of sales experience in enterprise software or SaaS, experience with large-scale accounts, and strong communication skills. Planful offers a best-in-class culture with various benefits, including volunteer days, parental leave support, company-wide events, and a mentorship program.

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. 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

Experience with 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, Palm Desert, and most recently - Nashville, Tennessee!
• 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