Associate Account Executive
About Planisware:
Planisware is a leading provider of Strategic Portfolio Management (SPM) solutions, helping organizations connect strategy to execution and drive better business outcomes.
Our platform enables companies to plan, prioritize, and deliver complex initiatives across R&D, IT, and capital projects, with strong adoption across pharmaceutical, medical device, manufacturing, energy, and financial services industries.
With a strong foundation, global presence, and continued growth, Planisware is uniquely positioned to shape the future of portfolio management.
About the role:
As an Associate Account Executive, youll play a key role in driving Planiswares growth by finding new opportunities, engaging with prospects, and supporting account executives.
Working with experienced sales leaders, youll gain deep expertise in the market, Planiswares solutions, and how to generate interest from the very first conversation.
What Youll Do:
Accelerate pipeline growth through intelligent ABM campaigns, combining all channels available (social selling, emails, calls, etc.) with IT and Digital teams.
Drive attendance and engagement by promoting key events and webinars.
Generate excitement and interest during discovery calls with prospective customers.
Support Account Executives in preparing proposals, managing RFPs, and delivering demos.
Partner with Marketing to convert inbound leads effectively and efficiently.
Maintain clear, organized documentation and ensure CRM data is accurate as opportunities progress.
What You Bring :
Excellent communication skills and enthusiasm for customer engagement.
Curiosity, adaptability, and the ability to quickly understand complex software.
A proactive, high-energy approach to teamwork and sales execution.
Grit, particularly the ability to embrace rejections while maintaining a confident, positive, and solution-oriented sales approach.
Required Qualifications:
Minimum 2+ years of experience as a BDR, SDR, or similar role.
A bachelors degree in business, information technology, or a related field.
Experience performing outbound sales activities.
Preferred Qualifications
Background in project or product management.
Exposure to IT, Finance, or Healthcare industries.
Benefits and Perks:
3 weeks paid vacation
Paid holidays
Up to 4 months maternity leave
Paternity leave
Life, short and long-term disability insurance
Company annual kick-off trip
401(k) plan with company variable contribution
Health, dental, and vision insurance
FSA plan, including employer contribution
Cell phone and internet allowances
Quarterly events/monthly happy hour
Company charitable donation match
Community outreach
Tuition assistance program
Graduate program
This role will be based out of our San Francisco, CA office. Planisware currently has a hybrid policy of working in-office four days per week, Monday-Thursday, with remote flexibility on Friday. This is subject to change as the company sees fit.