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.

OnePlan is a trusted global provider of digital transformation services and solutions, with 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.

Role Summary

The Account Executive will have a strong background in selling in the project management portfolio space and will lead our sales efforts in these markets globally. In this role you will perform the following duties:

• Follow-up on leads in a timely manner
• Meet with prospective clients to discuss requirements and answer questions
• Perform product demonstrations to assist clients in understanding the solution
• Configure customer-specific demo scenarios
• Support prospective clients in trials and other product assessments
• Enter and maintain opportunities in Microsoft CRM
• Develop presentations and proposals as part of sales process to illustrate benefits from use of products or services.
• Prepare and administer sales proposals and contracts
• Process purchase orders.
• Review incoming purchase orders for accuracy; verify price and initiate sales orders.

• Work with Accounting and Customer to set-up new customers
• Manage sales reports
• Promote sales to existing clients. Identify and solicit potential clients by analyzing and summarizing information and trends related to the competition.

Must Haves:

• Experience selling software in the project portfolio management (PPM), Customer Relationship Management (CRM) or Accounting space
• Experience in the Microsoft space selling solutions built on Microsoft
• Familiar with Power Platform
• Have used Microsoft Project
• Track record selling to large enterprise customers
• Must have 5+ years experience

Skills:

• Strong communicator
• Technical ability to demonstrate the solution, answer customer questions, create demo scenarios and help troubleshoot customer issues
• Leverage abilities and apply forward-thinking sales solutions
• Connect well with all types of customers.
• Exceptional networking skills complemented with outstanding telephone etiquette is a great plus.
• Working knowledge of the Microsoft Power Platform considered a plus

OnePlan Solutions is dedicated to building an inclusive community with a shared purpose, and we strive to represent our values and hire based on respect, including collaboration and diversity. We have a strong commitment to employment equity and follow this commitment in our recruitment and selection process.

OnePlan Solutions is an equal opportunity employer. We are committed to inclusive, barrier-free recruitment and selection processes, including our work environment. We especially welcome applications from Indigenous peoples, members of racialized communities, persons with disabilities, women, and persons who identify as 2SLGBTQ+. We also encourage applications from people with disabilities, and accommodations will be available on request from candidates taking part in all aspects of the selection process. We will accommodate the needs of applicants throughout all the stages of the recruitment and selection process. All information that is received regarding accommodations will be kept confidential.

Job Type: Full-time

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