Account Manager

Job Locations US-TX-Austin


The Account Manager is responsible for managing and furthering relationships with existing business customers of Planview. We are looking for client focused, high-energy individuals with technology knowledge and business-to-business sales experience. The ideal candidate would be a customer enthusiast with a keen eye to evaluate and anticipate the ever-changing needs of our clientele. They would provide on-going relevant customer care as well as recognize opportunities for additional services in a consultative approach. As a worldwide leader in Work and Resource Management software applications, we hold our clientele in the highest regard and are looking to provide them with equally distinguished relationship management.


  • Responsible for managing continued relationships with existing account-holders
  • Prospect and sell into a list of existing clients while carrying a quota
  • Partner with accountholders through product implementation, integration, retention, and add-ons, etc.
  • Prospect and sell into a list of existing clients while carrying a quota
  • Create an account plan and performing quarterly business reviews to measure against key metrics
  • Grow accounts through learning their business, understanding their needs, and identifying additional Innotas products to the accounts key stakeholders
  • Work with regional Account Executives to develop strategic plans, track customer deployments, and focus on customer satisfaction


  • Bachelor’s degree required
  • 3+ years of quota carrying software or technology renewal sales experience (SaaS preferred)
  • Proven success with managing and upselling existing accounts, developing account plans, negotiating and closing deals
  • Must have a strong understanding of Planview’s complete product solutions and business benefits to clearly communicate the value in a consultative sales methodology to accountholders
  • Ability to demo a technical product and articulate complex themes into simple value points
  • Must be a strong team player
  • Strong written and verbal communication skills
  • Previous sales methodology training preferred
  • Based out of the Austin office with 10% travel to territory

Great Benefits and Fun Perks

  • We offer highly competitive benefits packages for every lifestyle.
  • No one likes working in a box, right? That’s why we’ve built some fun, open work environments with optional standing desks, game rooms, unlimited snacks, soft drinks, and gourmet coffee machines. Oh, and a tasty cereal bar and fresh fruit to get your day going!
  • We believe in regular fun office events and monthly happy hours!
  • We offer weekly onsite yoga classes, chiropractor visits and car wash services.
  • We’re in a brand new office building with garage parking and shaded courtyards with outdoor gas grills and seating, just in case you want to grab some sun during lunch.
  • We host daily food trucks!
  • And because we believe in community involvement, we’re also active participants of a variety of causes, including a Planview MS150 riding team, Heartwalk, Central Texas Food Bank, Salvation Army Angel Tree and more!

Planview is an Equal Opportunity/Affirmative Action Employer


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