[Hiring] Account Executive @PlanOmatic HQ

Role Description

This role is a part of PlanOmatic's sales team and reports directly to our CRO. You'll own leads through the demo pipeline, from first booking to closed logo. This is a hands-on, individual-contributor role.

What You'll Do

• Own the leads-to-scheduled-demos pipeline:
• Move new leads onto the demo calendar and keep them progressing through the pipeline.
• Reschedule unsuccessful demo appointments:
• Own rebooking for no-shows and cancellations so leads don't fall out of the pipeline.
• Manage follow-ups from demo to new logo:
• Own the follow-up cadence from the demo through to when the client is considered a returning customer.
• Give demos for Starter and Small tier prospects:
• Run demo calls directly for smaller accounts (Less than 200 doors).
• Manage the Sage agent dashboard:
• Monitor PlanOmatic's Sage AI account-management agent.
• Maintain CRM hygiene for new business:
• Keep HubSpot records accurate and complete for new-business accounts moving through the pipeline.

Qualifications

• 2+ years of experience in sales support, sales operations, account executive, account management, or a similar revenue-facing role, including experience owning a pipeline or book of accounts independently.
• Strong preference for hands-on HubSpot experience; solid experience with another major CRM (Salesforce, Zoho, etc.) will also be considered.
• Excellent written and verbal English communication skills; comfortable owning client-facing conversations by phone, email, and zoom calls.
• Highly organized and self-directed, with a track record of managing multiple ongoing workstreams without things falling through the cracks.
• Comfortable working a U.S.-aligned schedule (8:00 AM – 5:00 PM Mountain Time).
• Experience supporting executive-level administrative work (expense reporting, calendar management) is a plus.
• Comfortable working with AI-assisted tools and software; no specific AI experience required, as training will be provided.
• No specific degree required. We care most about relevant experience and demonstrated ownership.