Account Executive - SaaS Sales - Remote

Overview

The Account Executive will play a key role in our 2025 growth strategy in the market, focusing on selling SaaS based financial planning solutions.

In Short

• Develop pipeline and maintain forecast accuracy.
• Sell the entire Planful product stack and professional services.
• Understand the full sales life-cycle from prospecting to closing sales.
• Build relationships with Channel Partners and internal teams.
• Attend trade shows and industry meetings to initiate new sales.
• Execute a sales plan to achieve revenue targets.
• Conduct customer-centric meetings and product demonstrations.

Requirements

• 2+ years of direct/full-cycle sales experience in SaaS.
• Ability to work in a fast-paced environment.
• Excellent presentation and negotiation skills.
• Experience interacting with C-level executives.
• History of meeting/exceeding sales targets.
• Strong written and oral communication skills.
• Experience with CRM systems and Microsoft Office.
• Passionate about sales and results-oriented.

Benefits

• 2 volunteer days per year and Birthday PTO.
• 3 months supply of diapers and meal deliveries for new parents.
• Annual company culture kickoff event.
• Remote first culture with home office setup benefits.
• Company-wide mentorship program.
• Employee Resource Groups for diverse communities.