Role description
Account Executive
PlanhatIndianapolis
Indianapolis
On-site
Full-time
Role
Team
Location
Company
Our mission is to create value that lasts. As an AE your main objective is to set our future clients up for long-term success, and tailor each sale accordingly.
Competencies
Planhat OS is a model-agnostic AI operating system where people and agents work together across the entire customer lifecycle. At its heart is Pi, the world’s first multiplayer customer agent. Think Salesforce, Slack and Claude all in one and Google Cloud has stated that Planhat has built the first next-generation CRM.
We’re 250+ people, profitable, and growing fast. The world’s biggest logos run on Planhat because Salesforce and ServiceNow can’t deliver fast enough.
More specifically, the people who do this well bring:
- Sales process expertise: you successfully carry revenue responsibility and can craft memorable sales processes tailored to SaaS VP and C-level executives
- Curiosity: you know it's much deeper than slide decks and swag. You're speaking with a FinTech company and quickly figure out that the CRO wants to reduce churn, and that CS reps need to automate a bunch of tedious tasks
- Business acumen: you're tech-savvy and a quick learner. You can figure out people's biggest commercial challenges and set them on their way to long-term success
- Builder mentality: you thrive in uncharted territory. You take initiative, create your own playbooks, and figure out how to get traction
- High performance: you consistently exceed revenue targets. You're motivated by growth and impact, and you're always looking for a tougher challenge
Before joining Planhat our current Account Executives had experience such as:
- Proven track records in selling powerful B2B SaaS products, usually at scrappy startups, often starting out as BDR/SDR and progressing quickly to AE
- Running an effective sales cycle, defining and owning it, from prospecting to closing with VP and C-level executives
- Revenue responsibility in sales or customer success, exceeding targets and overperforming at fast-growing software companies
- A strong academic and/or competitive sports background, since this role takes a blend of grit, determination, and commercial acumen
Trajectory
We define and drive Planhat's GTM strategy and sales process. We excel at identifying our buyers' objectives regardless of their role, seniority level, company size, or industry. This means we power the growth not only of Planhat, but of software businesses across our key markets:
- Tailoring our approach for every person, even when leaders at the same company have unique goals and pain points
- Leading strategic discussions with the C-suite, diving deep into the product, and ironing out the nitty-gritty details
- Listening and building trust, understanding what success looks like, handling objections, creating the right onboarding plan, and steering the path to a signed contract
Definition of Success
- You own a revenue target and exceed it quarter over quarter
- You have a strong pipeline, built through both inbound and self-sourced opportunities, and you own the full sales cycle end to end
- You are consistently seen as a trusted advisor by your prospects and customers, not just a salesperson
- You are growing into more senior commercial responsibilities within the team
- You are actively shaping the culture and playbook of a high-performing AE team at Planhat
Our mission is to create value that lasts. As an AE your main objective is to set our future clients up for long-term success, and tailor each sale accordingly.
Competencies
Planhat OS is a model-agnostic AI operating system where people and agents work together across the entire customer lifecycle. At its heart is Pi, the world’s first multiplayer customer agent. Think Salesforce, Slack and Claude all in one and Google Cloud has stated that Planhat has built the first next-generation CRM.
We’re 250+ people, profitable, and growing fast. The world’s biggest logos run on Planhat because Salesforce and ServiceNow can’t deliver fast enough.
More specifically, the people who do this well bring:
- Sales process expertise: you successfully carry revenue responsibility and can craft memorable sales processes tailored to SaaS VP and C-level executives
- Curiosity: you know it's much deeper than slide decks and swag. You're speaking with a FinTech company and quickly figure out that the CRO wants to reduce churn, and that CS reps need to automate a bunch of tedious tasks
- Business acumen: you're tech-savvy and a quick learner. You can figure out people's biggest commercial challenges and set them on their way to long-term success
- Builder mentality: you thrive in uncharted territory. You take initiative, create your own playbooks, and figure out how to get traction
- High performance: you consistently exceed revenue targets. You're motivated by growth and impact, and you're always looking for a tougher challenge
Before joining Planhat our current Account Executives had experience such as:
- Proven track records in selling powerful B2B SaaS products, usually at scrappy startups, often starting out as BDR/SDR and progressing quickly to AE
- Running an effective sales cycle, defining and owning it, from prospecting to closing with VP and C-level executives
- Revenue responsibility in sales or customer success, exceeding targets and overperforming at fast-growing software companies
- A strong academic and/or competitive sports background, since this role takes a blend of grit, determination, and commercial acumen
Trajectory
We define and drive Planhat's GTM strategy and sales process. We excel at identifying our buyers' objectives regardless of their role, seniority level, company size, or industry. This means we power the growth not only of Planhat, but of software businesses across our key markets:
- Tailoring our approach for every person, even when leaders at the same company have unique goals and pain points
- Leading strategic discussions with the C-suite, diving deep into the product, and ironing out the nitty-gritty details
- Listening and building trust, understanding what success looks like, handling objections, creating the right onboarding plan, and steering the path to a signed contract
Definition of Success
- You own a revenue target and exceed it quarter over quarter
- You have a strong pipeline, built through both inbound and self-sourced opportunities, and you own the full sales cycle end to end
- You are consistently seen as a trusted advisor by your prospects and customers, not just a salesperson
- You are growing into more senior commercial responsibilities within the team
- You are actively shaping the culture and playbook of a high-performing AE team at Planhat
The Mid Market Sales team
Where velocity meets strategic depth, converting mid-market opportunities into long-term Planhat customers through disciplined, multi-stakeholder sales cycles. We map decision-makers early, build high-quality pipeline from both inbound and outbound, and hit quota consistently by combining strong account planning with clear commercial judgment.
The Mid Market Sales team
Where velocity meets strategic depth, converting mid-market opportunities into long-term Planhat customers through disciplined, multi-stakeholder sales cycles. We map decision-makers early, build high-quality pipeline from both inbound and outbound, and hit quota consistently by combining strong account planning with clear commercial judgment.
Indianapolis
A major Midwestern crossroads. A small, close-knit hub where the work runs across the business rather than in a single lane.
Indianapolis
A major Midwestern crossroads. A small, close-knit hub where the work runs across the business rather than in a single lane.
About us
We're building the operating system for autonomous companies.
The future enterprise is autonomous. Commercial processes that today depend on human effort - servicing, retaining, expanding, selling and supporting — will increasingly be automated. The companies that make this transition will pull ahead. The ones that don't won't survive.
Planhat exists to make that transition real.
We started bootstrapped. Customer-funded, built on discipline instead of venture capital. That foundation shaped everything: how we build, how we sell, how we think about the long game.
Today, Planhat is the agentic customer platform of choice for 700+ companies — powering close to 10 million commercial relationships worldwide and billions of dollars runs through our platform. Wiz, Revolut, Nasdaq, Synthesia, Workday and Dropbox run their customer revenue through Planhat every year.
The shift driving all of this: business is moving to an outcome economy. Companies of the future will not buy software alone anymore — they want outcomes, and they renew or consume more when they get them. That changes everything about what enterprise software needs to be.
The winners will be the ones who build the context layer - a deep, structured, living picture of their business reality. Process automation deployed by operators — not advisors.
The outcome gap is the opportunity. Context is the moat. Deployment is the differentiator. We're building all three.
Our team spans the globe, anchored by offices in Los Angeles, London, and Stockholm. Join us.
About us
We're building the operating system for autonomous companies.
The future enterprise is autonomous. Commercial processes that today depend on human effort - servicing, retaining, expanding, selling and supporting — will increasingly be automated. The companies that make this transition will pull ahead. The ones that don't won't survive.
Planhat exists to make that transition real.
We started bootstrapped. Customer-funded, built on discipline instead of venture capital. That foundation shaped everything: how we build, how we sell, how we think about the long game.
Today, Planhat is the agentic customer platform of choice for 700+ companies — powering close to 10 million commercial relationships worldwide and billions of dollars runs through our platform. Wiz, Revolut, Nasdaq, Synthesia, Workday and Dropbox run their customer revenue through Planhat every year.
The shift driving all of this: business is moving to an outcome economy. Companies of the future will not buy software alone anymore — they want outcomes, and they renew or consume more when they get them. That changes everything about what enterprise software needs to be.
The winners will be the ones who build the context layer - a deep, structured, living picture of their business reality. Process automation deployed by operators — not advisors.
The outcome gap is the opportunity. Context is the moat. Deployment is the differentiator. We're building all three.
Our team spans the globe, anchored by offices in Los Angeles, London, and Stockholm. Join us.