RTM - Account Executive, SMB

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

Account Executive, SMB

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Reports To

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Chief Revenue Officer (CRO)

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Location

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Philippines-based (remote); Employer of Record via Remote.com

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Schedule

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U.S.-aligned shift, 8:00 AM – 5:00 PM Mountain Time (subject to adjustment)

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Compensation

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OTE Breakdown: 75% base salary / 25% variable

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Experience Level

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2+ years in a sales support, sales operations, account executive or account management role, with experience running a pipeline independently

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About PlanOmatic

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.

About the Role

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.

What You’ll Do

• Own the leads-to-scheduled-demos pipeline: Move new leads onto the demo calendar and keep them progressing through the pipeline.
• Reschedule unsuccessful demo appointments: Own rebooking for no-shows and cancellations so leads don’t fall out of the pipeline.
• Manage follow-ups from demo to new logo: Own the follow-up cadence from the demo through to when the client is considered a returning customer.
• Give demos for Starter and Small tier prospects: Run demo calls directly for smaller accounts (Less than 200 doors).
• Manage the Sage agent dashboard: Monitor PlanOmatic’s Sage AI account-management agent.
• Maintain CRM hygiene for new business: Keep HubSpot records accurate and complete for new-business accounts moving through the pipeline.

What We’re Looking For

• 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.
• Strong preference for hands-on HubSpot experience; solid experience with another major CRM (Salesforce, Zoho, etc.) will also be considered.
• Excellent written and verbal English communication skills; comfortable owning client-facing conversations by phone, email, and zoom calls.
• Highly organized and self-directed, with a track record of managing multiple ongoing workstreams without things falling through the cracks.
• Comfortable working 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 working with AI-assisted tools and software; no specific AI experience required, as training will be provided.
• No specific degree required. We care most about relevant experience and demonstrated ownership.