Associate Account Executive

Planisware; San Francisco (CA); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Paid holidays

Maternity leave (up to 4 months)

Paternity leave

Disability & life insurance

Annual kickoff trip

401(k) with company match

Health, dental, and vision insurance

FSA with employer contribution

Cell phone and internet allowances

Quarterly events/monthly happy hour

Community outreach

Tuition assistance program

Graduate program

Job summary

Planisware, a leader in Strategic Portfolio Management, is seeking an Associate Account Executive in San Francisco to help grow our pipeline. You will engage prospects, support account executives, and learn Planisware’s solutions across IT, R&D, and capital projects.

Join a fast-paced sales team, participate in ABM campaigns, assist with proposals and RFPs, and help convert inbound leads. The role combines learning, collaboration, and early-career opportunity in a global software company with a

Qualifications

• 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.

Responsibilities

• Accelerate pipeline growth through intelligent ABM campaigns, combining all channels available 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.

Skills

Communication skills

Curiosity

Adaptability

Teamwork

Sales mindset

Education

Bachelor's degree in business or IT

Job description

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, you’ll play a key role in driving Planisware’s growth by finding new opportunities, engaging with prospects, and supporting account executives.

Working with experienced sales leaders, you’ll gain deep expertise in the market, Planisware’s solutions, and how to generate interest from the very first conversation.

What You’ll 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 1+ years of experience as a BDR, SDR, or similar role.
• A bachelor’s 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:

• 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 allowancesQuarterly events/monthly happy hour
• 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.