PlanOmatic Account Executive, SMB Reports To Chief Revenue Officer (CRO) Location Philippines-based (remote); Employer of Record via Remote.com Schedule U.S.-aligned shift, 8:00 AM – 5:00 PM Mountain Time (subject to adjustment) Compensation OTE Breakdown: 75% base salary / 25% variable Experience Level 2+ years in a sales support, sales operations, account executive or account management role, with experience running a pipeline independently 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.
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