SMB Account Executive - UKI

📌 Core Information

🔹 Job Title: SMB Account Executive - UKI

🔹 Company: Pleo

🔹 Location: Lisbon, Lisboa, Portugal

🔹 Job Type: On-site

🔹 Category: 💼 Account Management

🔹 Date Posted: Mon Mar 31 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: Hybrid

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Generating revenue from the 'Small' segment clients in the UKI region.
• Focusing on closing new business deals primarily from inbound leads.
• Growing revenue and upselling existing clients.
• Ensuring accurate forecasting and managing pipeline hygiene.

ASSUMPTION: The role will likely require significant interaction with clients in the UKI region, suggesting strong communication and negotiation skills are essential.

📋 Key Responsibilities

✅ Generate revenue from small segment clients in the UKI region.

✅ Close new business deals and upsell to existing clients.

✅ Manage sales pipeline and ensure accurate forecasting.

✅ Work closely with marketing teams to handle inbound leads.

ASSUMPTION: The role may involve cross-department collaboration given the mention of working with marketing teams for lead generation.

🎯 Required Qualifications

Education: Not specified

Experience: Prior experience in sales or account management, particularly in outbound prospecting or inbound work.

Required Skills:

• Fluency in English
• Communication skills
• Sales and Account Management

Preferred Skills:

• SaaS industry experience
• Adaptability and ability to learn

ASSUMPTION: While no formal education requirements are specified, a degree in a business-related field could be advantageous due to the complexity of the role.

💰 Compensation & Benefits

Salary Range: Not specified. Typical industry compensation in Lisbon could provide a benchmark.

Benefits:

• Pleo card for expense management
• Relocation support to Portugal for applicable candidates
• Private health insurance
• 25 days of paid time off
• Wellbeing days and parental leave

Working Hours: 40 hours per week, with a hybrid work setup

ASSUMPTION: The salary might vary based on experience, and the benefits suggest a strong emphasis on employee wellbeing and work-life balance.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services, focusing on fintech and business spending

Company Size: 501-1,000 employees, offering a close-knit community feel with opportunities for collaboration

Founded: 2015, with a focus on revolutionizing spend management

Company Description:

• Focus on centralizing business spending for financial efficiency
• Known for a dynamic and innovative culture
• Supports over 37,000 companies with spend management

Company Specialties:

• Expense Management
• Company Credit Cards
• Fintech Solutions

Company Website: https://www.pleo.io

ASSUMPTION: With its extensive customer base in Europe, the company benefits from a robust understanding of regional regulatory environments and market demands.

📊 Role Analysis

Career Level: Intermediate, involving customer-facing responsibilities

Reporting Structure: Likely reporting to regional sales managers or a head of sales

Work Arrangement: Hybrid, with flexible office presence

Growth Opportunities:

• Career advancement in account management
• Skills development through industry-relevant experiences
• Networking across departments

ASSUMPTION: Given the hybrid work setting, there’s likely an emphasis on autonomous work with remote engagement.

🌍 Location & Work Environment

Office Type: Modern, collaborative spaces designed for interaction and growth

Office Location(s): Lisbon, Portugal

Geographic Context:

• Lisbon is a booming tech hub
• Vibrant cultural and business environment
• Easy access to European markets

Work Schedule: Hybrid, with 3 days a week in the Lisbon office

ASSUMPTION: A mix of office and remote work fosters collaboration and flexibility.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Initial HR screening
• Technical interviews with team leads

Key Assessment Areas:

• Sales acumen and closing abilities
• Communication and negotiation skills
• Adaptability to change

Application Tips:

• Highlight previous sales achievements
• Showcase adaptability and learning experiences
• Emphasize SaaS experience if available

ATS Keywords: Sales, Account Management, Inbound Leads, Upselling, Pipeline Management, SaaS, Communication

ASSUMPTION: The interview process might include practical tasks or scenarios to gauge sales potential.

🛠️ Tools & Technologies

• CRM Software
• Communication Platforms
• Expense Management Tools

ASSUMPTION: Familiarity with SaaS platforms and fintech tools could be beneficial.

👔 Cultural Fit Considerations

Company Values:

• Champion the Customer
• Succeed as a Team
• Make it Happen

Work Style:

• Collaborative and team-oriented
• Proactive and results-driven
• Flexible with a focus on constant improvement

Self-Assessment Questions:

• Do I thrive in a dynamic and transformative environment?
• Am I comfortable with hybrid work arrangements?
• Can I handle multiple tasks and focus on client success?

ASSUMPTION: The cultural fit emphasizes teamwork and client focus, crucial for sustaining company growth and personal satisfaction.

⚠️ Potential Challenges

• High level of responsibility in managing pipeline
• Adapting to fast-paced changes in the fintech sector
• Navigating client interactions across different time zones
• Ensuring consistent performance in a hybrid setting

ASSUMPTION: Challenges arise from the dynamic nature of the fintech industry and the need for consistent communication.

📈 Similar Roles Comparison

• Similar roles in SaaS companies may offer different benefits or focus areas
• Other financial services might emphasize regulatory compliance more heavily
• Some companies might require more frequent travel for client meetings

ASSUMPTION: This role compares competitively with similar positions by offering strong benefits and a focus on employee wellbeing.

📝 Sample Projects

• Enhancing client onboarding processes for improved satisfaction
• Developing sales strategies to capture new markets in the UKI region
• Collaborating with marketing for effective inbound lead generation

ASSUMPTION: Projects will likely involve cross-functional collaboration to drive sales growth and client success.

❓ Key Questions to Ask During Interview

• What are the biggest challenges currently facing the sales team?
• How does Pleo support professional development and career growth?
• What metrics are used to measure success in this role?
• Can you describe the team dynamics and culture?
• How is feedback typically shared within the team?

ASSUMPTION: These questions are designed to assess organizational culture and growth opportunities.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Prepare your resume and ensure it highlights relevant sales experience
• Include specific examples of your sales achievements
• Be ready for initial communications via email or phone
• Follow any additional instructions provided in the application portal

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.