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Account Executive @Planful

[Hiring] Account Executive @Planful

Mar 06, 2025 - Planful is hiring a remote Account Executive. 💸 Salary: $75,000-$90,000 usd annually. 📍Location: USA.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

The Account Executive will play a key role in our 2025 growth strategy in the market. The ideal candidate will have 2+ years of direct sales experience, is ambitious, high-energy, has an insatiable appetite to learn and have a strong understanding of SaaS based financial planning solutions.

  • 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

Qualifications

  • 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
  • You are all about the customer
  • Ability to establish rapport with people
  • Passionate
  • Entrepreneurship

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

Pay Transparency Statement

At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location.

Our salary band for this role is $75,000-$90,000 USD annually. More details about our company benefits can be found here .

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Before You Apply
📍 Be aware of the location restriction for this remote position: USA
Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Account Executive @Planful
Sales / Business
Salary 💸 $75,000-$90,000 usd annually
Remote Location
USA
Job Type full-time
Posted Mar 06, 2025
Apply for this position Unlock 54,744 Remote Jobs
📍 Be aware of the location restriction for this remote position: USA
Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
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