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For Companies At a Glance
- Tasks: Manage the full sales cycle for small business accounts and build trusted relationships.
- Company: Join OnePlan, a leading AI-enabled solutions provider with a collaborative culture.
- Benefits: Enjoy remote work, comprehensive health benefits, and 401K matching.
- Why this job: Make an impact by helping businesses optimise their strategies and resources.
- Qualifications: Experience in SaaS sales and a consultative approach to building trust.
- Other info: Be part of a diverse team recognised as a top Microsoft Partner.
The predicted salary is between 36000 - 60000 £ per year.
At OnePlan, we specialize in creating AI-enabled solutions that make strategic portfolio, financial, resource, and work management seamless. We help businesses bridge the gap between strategy and execution by offering solutions that boost business agility, streamline project management, and optimize resources.
What Makes us Unique?
What truly makes OnePlan stand out is our commitment to delivering powerful solutions and fostering a culture of collaboration. We combine robust analytics with a platform that integrates seamlessly into the tools businesses already know and trust. Our high-trust, team-focused environment allows us to innovate quickly and deliver solutions that drive meaningful results for our clients. We’re passionate about exceeding expectations, working together to empower organizations to succeed in a rapidly changing business landscape.
About the Role
This is a strategic sales role where you’ll own your business end to end, supporting SMB customers. You’ll work closely with enterprise prospects, dig into their business challenges, and guide them toward solutions that make sense for where they are and where they want to go. If you’re someone who is comfortable in complex sales cycles, enjoys consultative conversations, and thrives with a lot of autonomy, you’ll feel right at home here.
What You’ll Do at OnePlan
- Manage the full sales cycle from prospecting to close for enterprise accounts
- Work directly with C-suite and senior leaders to understand their goals and map OnePlan’s solutions to their priorities
- Deliver tailored demos and lead technical discovery alongside our Solution Consultants
- Build and configure use cases and guide customers through pilots and trial
- Create territory plans and account strategies that support a strong, healthy pipeline
- Build trusted relationships with prospects, partners, and internal teams
- Prepare and negotiate pricing, SOWs, and contract terms
- Maintain accurate pipeline and forecasts in Salesforce
- Work closely with Customer Success and Product to ensure smooth handoffs and long-term customer value
- Identify upsell and cross-sell opportunities within existing accounts
- Stay plugged into industry trends, Microsoft ecosystem programs, and competitive movements
Our Ideal Fit
- Experience selling SaaS or Microsoft ecosystem solutions into large enterprise accounts
- Comfort managing long, complex sales cycles with multiple stakeholders
- A consultative approach that builds trust and keeps conversations grounded
- Confidence engaging C-suite and senior leaders on strategic business outcomes
- Familiarity with sales methodologies such as MEDDPICC, Challenger, or Sandler
- Experience partnering with Solution Consultants or presales teams to shape deals
- Ability to guide customers through pilots, use cases, and early solution validation
- Strong ownership mindset with steady communication and follow through
Bonus Points if you Have:
- Experience selling PPM, work management, or planning software
- Understanding of Microsoft’s co-sell programs and partner ecosystem
- Exposure to global enterprise environments or long-cycle strategic sales
- Comfort configuring product scenarios or hands-on demos
More Reasons Why You Should Apply!
We’re a remote-first company with team members across the USA, Canada, UK, and India! OnePlan has been recognized as the Global Microsoft Partner of the Year in Project and Portfolio Management in 2019, 2020, 2021, and 2022. We’ve been named a "Strong Performer" in the latest Forrester Strategic Portfolio Management WAVE report. We offer comprehensive health, dental, and vision benefits, with additional insurance options. Employer RRSP and 401K matching programs. A fun, collaborative, and diverse environment with regular health and team challenges to keep things light and enjoyable!
Equal Employment Opportunity
At OnePlan, we are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, or veteran status. We are proud to be an equal‑opportunity workplace. Upon receipt of an offer letter, candidates will be subject to a standard background check process.
Disclaimer
We’ll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we’ll follow our standard hiring process every time. You’ll never be asked for money or personal information during the interview process. If something feels off, don’t hesitate to reach out to us to confirm.
Ready to Apply?
Check out what it’s like to work at OnePlan and learn more about us at https://oneplan.ai/
Account Executive, Small Business Accounts employer: OnePlan
Contact Detail:
OnePlan Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive, Small Business Accounts
✨Tip Number 1
Get to know the company inside out! Research OnePlan's solutions and culture so you can speak their language during interviews. This shows you're genuinely interested and helps you connect with the team.
✨Tip Number 2
Network like a pro! Reach out to current or former employees on LinkedIn to get the inside scoop. They can provide valuable insights and might even put in a good word for you!
✨Tip Number 3
Prepare for those tricky questions! Think about how your experience aligns with the role, especially around consultative sales and managing complex cycles. Practice your responses to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the OnePlan team!
We think you need these skills to ace Account Executive, Small Business Accounts
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Account Executive role. Highlight your experience with SaaS solutions and any consultative sales approaches you've used. We want to see how you can bring value to our team!
Showcase Your Sales Skills: In your application, emphasise your ability to manage complex sales cycles and engage with C-suite executives. Share specific examples of how you've successfully navigated similar situations in the past. This will help us understand your approach!
Be Authentic: Let your personality shine through in your written application. We value a culture of collaboration and trust, so don’t be afraid to show us who you are and what drives you. We’re looking for genuine passion for helping businesses succeed!
Apply Through Our Website: Remember to submit your application directly through our official website. This ensures that we receive your details promptly and keeps everything organised on our end. We can't wait to hear from you!
How to prepare for a job interview at OnePlan
✨Know Your Product Inside Out
Before the interview, make sure you understand OnePlan's solutions and how they fit into the Microsoft ecosystem. Familiarise yourself with the features and benefits of the products, as well as any recent updates or case studies that highlight their success. This will help you speak confidently about how you can leverage these tools to meet client needs.
✨Master the Sales Cycle
Since this role involves managing complex sales cycles, brush up on your understanding of methodologies like MEDDPICC or Challenger. Be prepared to discuss how you've successfully navigated similar sales processes in the past, and think of specific examples where you've built trust with C-suite executives.
✨Prepare for Consultative Conversations
This position requires a consultative approach, so practice articulating how you would engage with clients to uncover their business challenges. Think about questions you could ask to guide the conversation and demonstrate your ability to tailor solutions to their specific needs.
✨Showcase Your Relationship-Building Skills
Building trusted relationships is key in this role. Prepare examples of how you've developed strong connections with prospects and internal teams in previous positions. Highlight your communication style and follow-through, as these are crucial for maintaining long-term customer value.
