Account Executive

Account Executive

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Drive new business and manage complex sales cycles in a fast-paced environment.
  • Company: Join Planview, a global leader in work and resource management with a vibrant culture.
  • Benefits: Enjoy flexible work hours, generous PTO, and company-wide paid days off to recharge.
  • Why this job: Accelerate your career in tech sales while making a real impact for customers.
  • Qualifications: 3+ years in software sales; strong communication skills and team player mentality required.
  • Other info: Diversity and inclusion are core values; we welcome applicants from all backgrounds.

The predicted salary is between 36000 - 60000 £ per year.

Planview has one mission: to build the future of connected work, from ideas to impact.

As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100.

At Planview, our people connections drive our innovation and success. Our global team of 1400+ work remotely and across our offices including Austin, Vancouver, Hod Hasharon, Bangalore, Sydney, and Stockholm. We’re proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere.

Learn more about our portfolio at planview.com , and connect with us on LinkedIn, Instagram , and X .

The Opportunity

Unique, high reward opportunity to grow your career as an Account Executive with Austin-based Planview. This role is a perfect fit if you are a high-energy team player with expertise in technology/B2B sales and are looking to accelerate your career and earning potential while contributing to a world class sales organization.

You must be self-driven, an out-of-the-box thinker, and energized by taking the time to truly understand and address customers’ unique needs in a high volume, fast paced environment. You will need to efficiently and expertly manage all stages of the cycle, from prospecting all the way through closing, as well as strategically growing and upselling your existing accounts. You will need to be able to deliver online demos and effectively communicate the value of the solutions.

While previous formal training in a sales methodology is preferred, we are committed to continuing to develop our team through ongoing training and coaching over the course of their careers with us. As a result, you must have a strong desire for continuous improvement and be open to constructive feedback.

Above all, you are flexible, and able to thrive while selling as an individual or as part of a team, all while reliably and accurately forecasting revenue generation, as demonstrated by 2+ years of previous quota-carrying software and technology sales experience

What You'll Do

  • Responsible for developing new business within the UK
  • A consistent approach to demand generation with outbound activity
  • Managing complex sales cycles and presenting the value of our solutions to CIOs & VP-level executives and decision-makers
  • Forecasting sales activity and revenue achievement in SFDC
  • Recognize customer business problems and drive/influence resources to address these needs; create business proposals around these needs.
  • Provide customers with a personalized level of customer service that reinforces the importance of customer satisfaction.
  • Ability to manage multiple concurrent client relationships, anticipate change, adjust priorities accordingly, and work effectively as a team and independently

What You'll Bring

  • Bachelor’s degree preferred but not required
  • 3+ years of quota-carrying software or technology sales experience (SaaS preferred)
  • Proven success with prospecting, developing leads, managing complex sales-cycles, and closing deals
  • Experience selling into financial services/technology is a plus
  • Proven success with managing and upselling existing accounts
  • Ability to demo a technical product and articulate complex themes into simple value points
  • Must be a strong team player
  • Strong written and verbal communications skills (English)
  • Previous sales methodology training preferred

Benefits at Planview

At Planview, you’ll join our global team and culture which reflects the vibrant communities in which our employees live and work. To support you at Planview, you will enjoy:

  • Unplugged Days: 4 company-wide paid days off per year to recharge and relax.
  • Generous PTO offerings (region dependent).
  • Region specific competitive benefit plans to support you at any life stage including parental leave, retirement, medical plans, wellness support, and remote work support.
  • Paid time to volunteer through Planview’s Force for Good Week.
  • Employee Referral bonus program.
  • Weekly office lunches for hybrid team members and social events.
  • Flexible work hours/environment.

Now is a great time to join our team. If you are looking for a place to grow your career, innovate with best-in-class solutions, and build the future of connected work, Planview is the right place for you!

Diversity, Equity and Inclusion at Planview

As part of our efforts to build a workforce with diverse talent, we encourage applications from Indigenous, Black, and other racialized communities, 2SLGBTQIA+ communities, people with neurodivergence, immigrants, people with disabilities, and other equity deserving groups. In addition to building a diverse workforce, we are committed to fostering an inclusive and accessible experience. Reasonable accommodations for the interview process can be requested by emailing recruitment@planview.com.

Account Executive employer: Planview

Planview is an exceptional employer that fosters a vibrant and inclusive work culture, empowering employees to thrive in their careers as Account Executives. With generous benefits like Unplugged Days, competitive PTO, and ongoing training opportunities, we support your professional growth while promoting a healthy work-life balance. Join our dynamic team in Austin, where innovation meets collaboration, and be part of a company that values your contributions and encourages you to make a meaningful impact.
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Contact Detail:

Planview Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Account Executive

✨Tip Number 1

Familiarize yourself with Planview's solutions and how they impact businesses. Understanding the value of their offerings will help you articulate this to potential clients, especially CIOs and VPs.

✨Tip Number 2

Network with current or former employees on LinkedIn to gain insights into the company culture and sales strategies. This can provide you with valuable information that can set you apart during interviews.

✨Tip Number 3

Prepare to discuss your experience with complex sales cycles and how you've successfully managed client relationships in the past. Be ready to share specific examples that demonstrate your ability to upsell and forecast revenue.

✨Tip Number 4

Showcase your adaptability and willingness to learn. Highlight any previous training in sales methodologies and express your enthusiasm for ongoing development, as this aligns with Planview's commitment to team growth.

We think you need these skills to ace Account Executive

B2B Sales Expertise
Prospecting Skills
Complex Sales Cycle Management
Account Management
Upselling Techniques
Technical Product Demonstration
Customer Relationship Management
Sales Forecasting
Communication Skills
Team Collaboration
Adaptability
Continuous Improvement Mindset
Problem-Solving Skills
Time Management

Some tips for your application 🫡

Understand the Role: Take the time to thoroughly read the job description for the Account Executive position at Planview. Understand the key responsibilities and required skills, especially in technology/B2B sales, as this will help you tailor your application.

Highlight Relevant Experience: In your CV and cover letter, emphasize your 3+ years of quota-carrying software or technology sales experience. Provide specific examples of how you've successfully managed complex sales cycles and closed deals, particularly in SaaS or financial services.

Showcase Communication Skills: Since strong written and verbal communication skills are essential for this role, ensure that your application reflects clarity and professionalism. Use concise language and articulate your thoughts effectively to demonstrate your communication abilities.

Express a Desire for Growth: Planview values continuous improvement and training. In your application, express your eagerness to learn and grow within the company. Mention any previous training in sales methodologies and your openness to feedback.

How to prepare for a job interview at Planview

✨Understand the Company and Its Solutions

Before your interview, take the time to research Planview's portfolio and understand their solutions. Familiarize yourself with their approach to work and resource management, as well as their target customers. This knowledge will help you articulate how your skills align with their mission.

✨Showcase Your Sales Experience

Be prepared to discuss your previous experience in technology/B2B sales, especially any quota-carrying roles. Highlight specific examples of how you've successfully managed complex sales cycles, developed leads, and closed deals. Use metrics to demonstrate your success.

✨Demonstrate Customer-Centric Thinking

Planview values understanding customer needs. Be ready to share examples of how you've identified and addressed customer business problems in the past. Discuss how you can provide personalized service that enhances customer satisfaction.

✨Prepare for Technical Demos

Since the role involves delivering online demos, practice explaining technical products in simple terms. Be ready to showcase your ability to communicate complex themes effectively, as this will be crucial when presenting to decision-makers like CIOs and VPs.

Account Executive
Planview
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  • Account Executive

    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-05-09

  • P

    Planview

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