Account Executive

2 weeks ago


London, United Kingdom OnePlan Solutions Full time

Shorten your drive to work with OnePlan’s remote-first work environment where you can learn and enjoy being a part of a tech-savvy and witty team; all while never leaving your favorite place.

At OnePlan Solutions we want our employees to achieve mastery and autonomy, while empowering each other to achieve our goals. As an organization, this means optimizing the success of our customers through technology, learning, and expertise, all while having the courage to adapt. This openness to continuous improvement is at the core of our playbook and we take pride in nurturing and learning both within and outside the organization. Lastly, the best part about working at OnePlan is our guiding principle of “Have Fun”; we love to stay lighthearted and make sure our team members have the room to enjoy themselves each day.

**Role Summary**:
The Account Executive will lead our sales efforts in the EMEA region, leveraging a strong background in project management portfolio sales. Key responsibilities include:

- Timely follow-up on leads.
- Meeting prospective clients to discuss requirements and provide answers.
- Performing product demonstrations.
- Configuring customer-specific demo scenarios.
- Supporting clients in trials and product assessments.
- Maintaining opportunities in Salesforce CRM.
- Developing presentations and proposals.
- Preparing and administering sales proposals and contracts.
- Processing and verifying purchase orders.
- Coordinating with Accounting to set up new customers.
- Managing sales reports.
- Promoting sales to existing clients.
- Identifying and soliciting potential clients by analyzing competition trends.

**Must Haves**:

- 5+ years of experience selling software in the PPM, CRM, or Accounting space within the EMEA region.
- Proven track record of selling to large enterprise customers.
- Expertise in Microsoft solutions, including Microsoft Project and Power Platform.
- Strong CRM software and MS Office (particularly Excel) skills.
- Ability to analyze sales performance metrics.
- Excellent communication, team management, analytical, and negotiation skills.
- Business acumen with a problem-solving attitude.
- BSc degree in Business Administration, Sales, or a relevant field.

**Skills**:

- Strong communicator with technical skills to demonstrate solutions, answer questions, and troubleshoot.
- Exceptional networking skills and telephone etiquette.
- Working knowledge of the Microsoft Power Platform is a plus.

expertise in portfolios of products, services and projects. In 2019 and 2020, 2021 and 2022 OnePlan’s team was awarded the Global Microsoft Partner of the Year for Project and Portfolio Management award and finalist demonstrating breakthrough customer impact and solution innovation. We have numerous Microsoft credentials, as well as key certifications in the Scaled Agile Framework.

OnePlan has been named a "Strong Performer" in the latest Forrester Strategic Portfolio Management WAVE report Forrester is a leading global research and advisory firm, and this recognition highlights our excellence in delivering AI-enabled Strategic Portfolio, Financial, Resource, and Work Management solutions. Join our innovative team and be part of a company that's setting the standard in strategic portfolio management.



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