Account Executive, Small Business Accounts

17 hours ago

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OnePlan

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SaaS • Enterprise

OnePlan is a comprehensive strategic portfolio and work management platform that empowers organizations to bridge strategy with execution across various levels of their enterprise. By integrating with popular tools such as Microsoft Teams, Azure DevOps, Jira, and more, OnePlan offers seamless project and resource management, enabling companies to optimize financial investments and increase transparency in resource workload. It supports both traditional and agile methodologies to maximize project success and deliver value. With its AI-driven platform, OnePlan provides a unified solution for strategic portfolio alignment, financial control, and resource optimization, aimed at enhancing operational efficiency and productivity across teams and projects.

51 - 200 employees

☁️ SaaS

🏢 Enterprise

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• - 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!