Remote Account Executive

Summary

Join Planful as an Account Executive to play a key role in our 2024 growth strategy and drive revenue targets through sales of SaaS based financial planning solutions. 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
• Creative and highly passionate about sales
• You are all about results
• Strong work ethic
• Great communicator
• Ability to establish rapport with people
• Passionate
• Entrepreneurship

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, 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