Careers

At Place Technology our mission is to build software that simplifies business, unifies teams, and empowers companies to achieve incredible success. Our flagship product, PlaceCPM, is a financial forecasting, business planning, and operating software that helps small and medium businesses address the multitude of hurdles they face when balancing growth and profitability with limitations of time, cash flow, and resources.

With the nature of what we do, we understand that alliances, partnerships, and channel partners are fundamental to our long term success and we are looking for a Manager of Strategic Alliances. The primary responsibility of this role is to drive revenue from our partner ecosystem. You will be expected to develop and execute a go-to-market channel strategy that will enable us to achieve sales targets.

• Overall responsible for ensuring revenue targets are achieved
• Lead our partnership and strategy with Salesforce
• Create, develop, and manage relationships with Salesforce executives, sales, and delivery teams
• Develop the go-to-market strategy for Salesforce Consulting/SI Partners
• Develop the reseller and referral partners program
• Develop channel partnership strategy with the accounting software we integrate with (currently QBO and Xero)
• Collaborate with other department heads to ensure alignment to make partners successful

• 3+ years of experience with strategic alliances, partnership or channel sales
• Experience either as a Salesforce employee, partner or have worked in the Salesforce ecosystem
• Experience with developing go-to-market strategies for various channel segments
• Strategic long-term relationship building perspective and experience
• You thrive and lead effectively in a highly dynamic, rapidly changing, and fast-paced environment
• You have exceptional organizational, operational, and analytical skills
• Finance and/or accounting experience is highly desirable

The Manager of Customer Support will be responsible for the strategic leadership and tactical execution of our customer support organization. This person will build, develop, and oversee the team, and processes, that ensure our customers are successfully using our products and services.

This role will be working cooperatively with the sales, product, ops, and marketing teams to continue to improve the overall customer experience. You will have the opportunity to develop deep customer relationships, address escalations, and drive customer success.

• Develop and manage processes to ensure incoming chats, emails, tickets, and calls are handled with the highest level of quality and efficiency.
• Implement and manage the tools to enable us to deliver support at scale as the company grows: case management, knowledgebase, Trailhead, self-help, customer feedback management, etc.
• Develop the team responsible for solving customer support needs. Grow the team by recruiting, hiring, training, and coaching.
• Ensure the team is set up to succeed with educational resources and self-serve content. Build tight feedback loops between educational resources and user needs.
• Set team goals and run experiments to improve the customer experience.
• Partner cross-functionally to improve customer experience across the company.

• 5+ years of customer support/success experience at a SaaS company
• 2+ years of experience with Salesforce Service Cloud
• Experience with Salesforce Trailhead preferred
• Certified Salesforce Administrator (Admin201)
• You thrive and lead effectively in a highly dynamic, rapidly changing, and fast-paced environment.
• You have exceptional organizational, operational, and analytical skills.
• Finance and/or accounting experience is highly desirable

Place is a financial forecasting, business planning and operating software that helps small and medium businesses address the multitude of hurdles they face when balancing growth and profitability with limitations of time, cash flow, and resources.

We are growing rapidly and we are looking for an Account Executive to join the team.  This role is a combination of both consulting and sales and is responsible for driving the adoption of Place with our new and existing customer base.

Responsibilities:

• Earn the trust of our prospective customers and assist them as they make their journey through our free trial process
• Educate and evangelize the benefits of using our product and ensure prospective customers are achieving that value
• Nurture relationships with our existing customers and ensure they are maximizing the usage of our products
• Handle functional questions and escalate technical needs as necessary
• Engage in regular meetings with the relevant internal and external stakeholders managing pre-sales and project priorities

Qualifications:

• 3+ years of finance and/or accounting
• “Hunter” sales mentality and drive
• Strong understanding of financial planning and general business operations
• Experience using Salesforce.com
• A natural sense of curiosity and eagerness to learn
• Capacity to learn, adapt and apply ideas in constantly morphing situations
• Outstanding communication, planning, and presentation skills