Remote SMB Account Executive | Pipeline Owner & Demos

PlanOmatic; United States; Remote; USD 9,600 - 14,000; Full time

Job summary

PlanOmatic is seeking an Account Executive, SMB to own the end-to-end demo pipeline from first lead to close. You will run demos for Starter and Small tier prospects and maintain HubSpot CRM, ensuring accurate data and timely follow-ups.

The role is remote from the Philippines, aligned to a U.S. schedule (8:00 AM–5:00 PM MT). Prior HubSpot experience and strong English communication are essential for success.

Qualifications

• 2+ years in sales support, sales operations, account executive, account management, or similar revenue-facing role with pipeline ownership.
• Strong preference for hands-on HubSpot experience; CRM experience with Salesforce/Zoho considered.
• Excellent written and verbal English communication; comfortable client-facing calls.
• Highly organized and self-directed with multiple ongoing workstreams.
• Comfortable with a U.S.-aligned schedule (8:00 AM – 5:00 PM Mountain Time).
• Experience supporting executive-level administrative work (expense reporting, calendar management) is a plus.
• Comfortable with AI-assisted tools; training will be provided.
• No specific degree required; relevant experience and ownership matter most.

Responsibilities

• Own the leads-to-scheduled-demos pipeline: move new leads onto the calendar and progress them through the pipeline.
• Reschedule unsuccessful demo appointments and rebook to prevent drop-off.
• Manage follow-ups from demo to new logo and maintain cadence.
• Give demos for Starter and Small tier prospects (Less than 200 doors).
• Manage the Sage agent dashboard and monitor AI account-management tools.
• Maintain CRM hygiene for new-business accounts moving through the pipeline.

Skills

HubSpot

CRM

English

Organization

Demos

Executive support

AI tools

Tools

CRM platforms (Salesforce / Zoho)

Job description

PlanOmatic is seeking an Account Executive, SMB to own the end-to-end demo pipeline from first lead to close. You will run demos for Starter and Small tier prospects and maintain HubSpot CRM, ensuring accurate data and timely follow-ups.

The role is remote from the Philippines, aligned to a U.S. schedule (8:00 AM–5:00 PM MT). Prior HubSpot experience and strong English communication are essential for success.