Account Executive

About Plan-It!
Plan-It is a SaaS platform that helps local governments plan and manage capital improvement projects with clarity and confidence. We work with cities and public agencies that rely on clear data, thoughtful tools, and trustworthy partners to serve their communities well.

We are a small, mission-driven team focused on building a practical product and supporting customers through complex planning and purchasing decisions. Our work helps public servants make better long-term decisions and communicate them clearly.

Role Overview
We are seeking a motivated Account Executive to own the sales process from first demo through close. This role is responsible for running high-quality demos, managing structured follow-ups, and guiding prospects to a clear decision.

Your work directly drives new revenue, improves close rates, and ensures Plan-It’s sales process remains organized, predictable, and professional.

Responsibilities
• Conduct high-quality product demos and guide prospects through the evaluation process
• Own the sales cycle from demo to close, including follow-ups and next steps
• Manage a structured and predictable sales pipeline with accurate tracking and forecasting
• Move prospects toward a clear yes or no through thoughtful, timely follow-up
• Achieve monthly and quarterly sales goals by closing new deals
• Build strong relationships with prospects and customers throughout the buying process
• Clearly communicate Plan-It’s value to non-technical, public-sector decision makers
• Collaborate with onboarding and support to ensure smooth handoffs after close
• Capture and relay product feedback, objections, and feature requests to internal teams
• Maintain clean, up-to-date records in CRM tool (Attio)

Who You Are
• Experience in customer support, customer success, or product implementation roles
• Strong written and verbal communication skills, with the ability to explain product concepts clearly to non-technical users
• High ownership mentality with a strong bias toward follow-through and problem resolution
• Organized, reliable, and proactive in managing customer requests end to end
• Solid problem-solving skills with the ability to troubleshoot issues independently before escalating
• Familiarity with SaaS products, CRMs, and customer support tools
• Empathy for customers and comfort working directly with public-sector or government-adjacent organizations
• Comfortable working in a fast-moving environment where processes are built and improved over time

Why Plan-It?
• Commission structure – earn based on performance.
• High-impact role in a fast-growing company with massive potential.
• Remote-first culture with flexibility to work from anywhere.
• Mission-driven team focused on improving local government operations.

Ready to make an impact? Apply now and help us scale PlanIt to the next level!

Share your resume with us - apply@cipsoftware.com
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