Account Manager / Executive (Salesforce) - Remote in Devon, Exeter
About the role
Location: Remote, UK (Ideally London based)
Employment Type: Full-Time
The Account Director is responsible for the sale of OneStream SaaS solutions within a specified territory. OneStream is looking for an experienced, proactive sales professional to manage and grow existing customer relationships through subscription renewals and expansion, uplifts and cross-selling of additional solutions. The role will be responsible for strategic planning and account management across a designated sales territory and will be expected to take full ownership within this territory. Account Directors are to successfully retain and grow the existing solution footprint and meet and ideally exceed assigned quota.
The ideal candidate will have a strong understanding of SaaS sales and a proven track record in sales within an existing account base.
- Opportunity Identification: Proactively identify new sales opportunities within the existing customer base by understanding their evolving needs and challenges and OneStream's value proposition.
- Introduce additional products or services that meet the evolving needs of our customers, driving upsell and cross-sell opportunities.
- Internal Reporting: CRM knowledge transfer, sales pipeline management, and proposal preparation.
- Self-Sourced Pipeline: Grow pipeline via direct efforts / prospecting, as well as via business partners such as Customer Success, Business Development, Marketing, and Alliances.
- Provide proactive and consultative guidance that will add value to their business objectives, ensuring high retention and net revenue growth for OneStream.
- Articulately and effectively convey the OneStream value proposition via written, virtual and in-person presentations, by leveraging custom business cases, marketing assets and customer success stories.
- Prepare joint business cases that align prospects and customers' business objectives with OneStream's solutions and value proposition and leverage them in sales cycles to establish and build alignment to support revenue generation.
- Achieve sales targets.
- Develop and execute business plans to achieve sales targets.
- Accurately track and forecast sales opportunities.
- Ensure timely and accurate knowledge transfer across internal teams, such as Business Development, Pre-Sales, Alliances, and Customer Success, as well as to external collaborators such as Customers, Prospects, and Alliance Partners.
- Prepare proposals and SaaS agreements to prospects and customers to drive sales.
- Identify opportunities for OneStream use case expansion within customer accounts to drive additional revenue.
- Actively role model sales professionalism, may engage as a coach and mentor across the Sales teams.
Minimum Qualifications:
- 5-10 years' experience as a sales manager, sales representative or a related occupation specifically in B2B selling across the Enterprise accounts.
- Highly proficient in MS Office Suite, and CRM systems.
- Extensive customer service experience in assessing and evaluating customer needs and satisfaction and meeting specified standards with respect to products and services.
- Experience demonstrating, promoting, and selling products/services.
- Knowledge and experience with marketing/sales strategy and tactics.
- Knowledge of administration, business, and management principles.
- Experience with MS Office and SFDC, and other analytical or project management tools.
- University Degree or College Diploma in Sales, Business Administration, Marketing or a related field.
- Prior sales experience in the software industry, especially within the CPM/EPM industry.
- Experience with Salesforce is preferred.
- Working knowledge of Accounting, Finance and Corporate Performance Management.
- Capable of building rapport with C-level executives and customers.
- Ability to understand and react to customer needs.
- Willingness to travel.
- Flexible and adaptable.
OneStream is how today's Finance teams can go beyond just reporting on the past and Take Finance FurtherTM by steering the business to the future. It's the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution. Our vision is to be the operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy. Core value of customer success.
Variety of project work (not industry specific). Multiple training opportunities. OneStream Software is an Equal Opportunity Employer.
Your tasks
Drive sales of OneStream SaaS solutions and manage customer relationships remotely.
Your profile
5-10 years in B2B sales, preferably in software; Salesforce experience is a plus.
What's also included
Competitive salary, flexible remote work, and ongoing training opportunities.
Tech stack & ways of working
Account Manager / Executive (Salesforce) - Remote in Devon, Exeter employer: Onestream
OneStream is an exceptional employer that fosters a strong culture of transparency and camaraderie, making it an ideal place for professionals seeking meaningful work in the SaaS industry. With a commitment to employee growth through multiple training opportunities and a focus on customer success, the company empowers its Account Directors to thrive in their roles while enjoying the flexibility of remote work, ideally from London. Join us to be part of a team that values innovation and collaboration, driving finance further together.
Your perspectives
Make an impact in the finance sector while growing your sales career.
StudySmarter Expert Advice
Leverage Your Network
In sales and business development, who you know can often be as important as what you know. Get involved with local networking events or industry meetups to connect with key players. Don't be shy—share your passion for the field and let folks know you're on the lookout for opportunities!
Show Your Skills Through Real-World Results
When targeting a full-time role like Account Manager / Executive (Salesforce) - Remote at Onestream, presenting tangible results from your previous sales experience can set you apart. Bring along case studies or examples of how you've closed deals or expanded accounts, and don't forget to showcase your problem-solving prowess. It’s all about quantifying your success!
Engage with Sales Communities
Dive deep into online sales communities, like Sales Hacker or LinkedIn groups dedicated to sales professionals. Engaging in discussions and sharing insights can boost your visibility and might just put you on the radar of hiring managers looking for fresh talent in business development.
Direct Applications Matter
While we all know the online application route, consider sending direct applications to companies you admire, including Onestream. Tailor your message to explain why you’re drawn to them and how you can contribute as a Account Manager / Executive (Salesforce) - Remote. Sometimes, a personal touch can grab attention faster than a generic application!
Some tips for your application 🫡
Show Off Those Sales Skills
In your CV and cover letter, highlight any previous sales or business development experience you have. Use numbers and examples to showcase your achievements – did you exceed sales targets or bring in new clients? Make those accomplishments shine!
Tailor Your Message for Onestream
When writing your cover letter, make sure to tailor your message specifically for Onestream. Show that you know the company’s mission and how your skills align with their goals in the sales landscape. This personalised touch will grab their attention!
Keep It Professional Yet Engaging
Sales is all about relationships, so while you want to maintain professionalism in your application, don’t be afraid to let your personality shine through. Engage the reader and demonstrate your enthusiastic approach to sales and business development!
Proof of Performance
Include any relevant certifications or training you’ve undertaken in sales or negotiation tactics. If you’ve attended workshops or courses, list these to showcase your commitment to professional development. This extra touch can set you apart from the competition!
How to prepare for a job interview at Onestream
Know Your Sales Methodologies
Brush up on popular sales methodologies like SPIN Selling or Challenger Sales. Being able to discuss these techniques and how you've applied them will show Onestream that you understand the role and can hit the ground running in the sales game.
Demonstrate Your Deal-Making Skills
Prepare to share stories from your past experiences where you closed deals, overcame objections, or started new client relationships. We want to show Onestream that you’re not just about numbers but also about building lasting connections in business development.
Prepare for Role-Play Scenarios
In a full-time sales interview, don’t be surprised if they throw in a role-play exercise to test your pitching skills. Practising how you would pitch a product or handle an objection will help us shine in this simulation—think of it like a dress rehearsal for your future sales calls!
Align Your Goals with the Company’s Vision
Take a moment to reflect on how your career ambitions align with Onestream’s objectives. When we articulate how our personal growth ties in with the company’s goals, it shows commitment and a genuine interest in contributing to their success.
Locations
- Exeter
- Devon