RTM - Account Executive, SMB at PlanOmatic HQ
Worldwide
<h1><strong>PlanOmatic</strong></h1> <h2><strong>Account Executive, SMB</strong></h2> <table> <tbody> <tr> <td> <p><strong>Reports To</strong></p> </td> <td> <p>Chief Revenue Officer (CRO)</p> </td> </tr> <tr> <td> <p><strong>Location</strong></p> </td> <td> <p>Philippines-based (remote); Employer of Record via Remote.com</p> </td> </tr> <tr> <td> <p><strong>Schedule</strong></p> </td> <td> <p>U.S.-aligned shift, 8:00 AM – 5:00 PM Mountain Time (subject to adjustment)</p> </td> </tr> <tr> <td> <p><strong>Compensation</strong></p> </td> <td> <p>OTE Breakdown: 75% base salary / 25% variable</p> </td> </tr> <tr> <td> <p><strong>Experience Level</strong></p> </td> <td> <p>2+ years in a sales support, sales operations, account executive or account management role, with experience running a pipeline independently</p> </td> </tr> </tbody> </table> <h1>About PlanOmatic</h1> <p>PlanOmatic is a tech-enabled real estate media company that helps property managers and real estate professionals get their listings market-ready, fast. We're a growing, close-knit team that moves quickly and takes ownership of our roles.</p> <h1>About the Role</h1> <p>This role is a part of PlanOmatic's sales team and reports directly to our CRO. You'll own leads through the demo pipeline, from first booking to closed logo. This is a hands-on, individual-contributor role.</p> <h1>What You'll Do</h1> <ul> <li><strong>Own the leads-to-scheduled-demos pipeline:</strong> Move new leads onto the demo calendar and keep them progressing through the pipeline.</li> <li><strong>Reschedule unsuccessful demo appointments:</strong> Own rebooking for no-shows and cancellations so leads don't fall out of the pipeline.</li> <li><strong>Manage follow-ups from demo to new logo:</strong> Own the follow-up cadence from the demo through to when the client is considered a returning customer.</li> <li><strong>Give demos for Starter and Small tier prospects:</strong> Run demo calls directly for smaller accounts (Less than 200 doors).</li> <li><strong>Manage the Sage agent dashboard:</strong> Monitor PlanOmatic's Sage AI account-management agent.</li> <li><strong>Maintain CRM hygiene for new business:</strong> Keep HubSpot records accurate and complete for new-business accounts moving through the pipeline.</li> </ul> <h1>What We're Looking For</h1> <ul> <li>2+ years of experience in sales support, sales operations, account executive, account management, or a similar revenue-facing role, including experience owning a pipeline or book of accounts independently.</li> <li>Strong preference for hands-on HubSpot experience; solid experience with another major CRM (Salesforce, Zoho, etc.) will also be considered.</li> <li>Excellent written and verbal English communication skills; comfortable owning client-facing conversations by phone, email, and zoom calls.</li> <li>Highly organized and self-directed, with a track record of managing multiple ongoing workstreams without things falling through the cracks.</li> <li>Comfortable working a U.S.-aligned schedule (8:00 AM – 5:00 PM Mountain Time).</li> <li>Experience supporting executive-level administrative work (expense reporting, calendar management) is a plus.</li> <li>Comfortable working with AI-assisted tools and software; no specific AI experience required, as training will be provided.</li> <li>No specific degree required. We care most about relevant experience and demonstrated ownership.</li> </ul> <p> </p>
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