Company Overview
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 experience 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 adaptable and collaborative, with early experience in software or technology sales and the drive to build expertise in forecasting, managing pipeline, and closing business.
What You'll Do
* Develop new business opportunities within the UK, driving pipeline creation and qualification
* Execute a consistent approach to demand generation through outbound activity (calls, email, social)
* Manage sales cycles from prospecting through to close, with support and mentorship from senior team members when needed
* Present the value of our solutions to senior executives (CIO, VP-level, and other decision-makers)
* Accurately forecast activity and revenue in Salesforce (SFDC)
* Identify customer business challenges and create tailored proposals to address these needs
* Provide customers with a high level of personalized service that reinforces the importance of long-term satisfaction and retention
* Manage multiple concurrent client relationships, anticipate change, adjust priorities, and work effectively both independently and as part of a team
What You'll Bring
* Bachelor’s degree preferred, or equivalent combination of education and professional experience
* 1–2 years of sales or business development experience (SaaS or technology preferred); internship or SDR/BDR experience welcome
* Experience prospecting and generating pipeline; eager to learn how to manage sales cycles and close business with mentorship
* Exposure to financial services or technology clients is a plus, but not required
* Interest in learning account management and expansion strategies; prior experience supporting customer relationships is a plus
* Ability to learn and deliver product demos; curiosity for translating technical features into customer value
* Collaborative and eager to work cross-functionally with Sales, Marketing, and Customer Success teams
* Strong written and verbal communication skills with the ability to adapt messaging to different audiences
* Familiarity with sales methodologies is a plus; training and mentorship will be provided
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.