Beth Ann Emery
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Beth Ann Emery Email & Phone Number

Junior Account Manager at Planful
Location: Charlotte, North Carolina, United States 8 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Junior Account Manager
Location
Charlotte, North Carolina, United States
Company size

Who is Beth Ann Emery? Overview

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Quick answer

Beth Ann Emery is listed as Junior Account Manager at Planful, a with 391 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Beth Ann Emery.

Beth Ann Emery previously worked as Account Development Representative at Planful and Operations Manager at Clearstream Technologies. Beth Ann Emery holds Bachelor'S Degree, Business/Corporate Communications from Pace University.

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Email format at Planful

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Planful

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Profile bio

About Beth Ann Emery

Corporate professional with over a decade experience in management, legal documents, budgeting, financial reports, balancing books, presentations for potential and current clients, brand development, inventory, purchasing websites, and logistics. -Communications expert-Problem Solver-Adaptable/Coachable-Solutions Oriented/Results Driven-Team Player-Strategic Focus/ Resilient

Current workplace

Beth Ann Emery's current company

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Planful
Planful
Junior Account Manager
redwood city, california, united states
Website
Employees
391
AeroLeads page
8 roles

Beth Ann Emery work experience

A career timeline built from the work history available for this profile.

Junior Account Manager

Current
Nov 2024 - Present

Account Development Representative

Charlotte Nc

• Generate, develop, qualify and set new business opportunities to increase revenue opportunities for the AccountManagement Team.• Proactively contact target prospects via phone, email, social networking and sequencing via Outreach.• Conduct high level conversations with VP of Account Management on strategies to target accounts.• Research and prioritize key accounts.• Build rapport with prospects through a consultative solution sales approach.• Identify and map prospects’ needs to Planful solutions and identify white space.• Maintain a solid understanding of our software solutions, competitors and industry trends.• Use tools such as Salesforce, LinkedIn Sales Navigator, SalesLoft, Outreach, Drift and more to find and contactprospects.• Report on weekly/monthly/quarterly sales results.

Aug 2022 - Nov 2024

Operations Manager

Clearstream Technologies

Charlotte, North Carolina, United States

• Negotiates directly with prospective clients on Distribution, non-circumvention, non-disclosure, and private label agreements domestic and international.• Edits and works directly with legal counsel on Distribution Agreements, Private label Agreements, Sales Agreements, Non-Disclosure-Non-Circumvent Agreements and Overseas Non-Disclosure Agreements.• Entertains potential and current clients in the advancement of new and current business ventures. • Prepares NDNC’s and NDA’s for both domestic and international companies. • Successfully negotiates LOI’s And MOU’s for the eventual creation of fully executed agreements by legal counsel.• Oversees entire operations department and organizes team building meetings on a monthly or weekly basis when necessary. • Manages company price list for all product lines.• Organizes all Teams Meetings for the Operations Department. • Sets up organize and create content of file share systems for distributors, customers, sales team, Clearstream departments, accountants, legal counsel, and business partners.• Works directly with the brand management team on revamping new and existing product lines.• Successfully created and implemented a succession plan for my advancement to Operations Manager from facilitations manager.• Continued support and oversite of facilitations department working closely with the facilitations manager.

Mar 2020 - Aug 2022

Facilitation Manager

Clearstream Technologies

Charlotte, North Carolina, United States

• Manages various accounts and private contractors based on outsourced needs.• Advances and coordinates the distribution of mass mailing and social media campaigns.• Maintains online shopping stores including Amazon and Shopify.• Collaborates with Senior VP’s and Marketing Directors on branding, product development, and product packaging and design.• Acted as purchasing agent for all raw materials to create products from start to fish salable goods including packaging and shipping.• Oversees warehouse shipping, receiving, and bottling of inhouse products. • Coordinates the shipments of products domestically and internationally. • Accurately generates and create inventory control and gross margin reports via Excel.• Maintains QuickBooks and completes monthly bank reconciliations.• Create and implemented new warehouse processes and procedures to insure efficiency.• Efficiently ordered and maintained warehouse and office inventory.

Jun 2014 - Mar 2020

Senior Vp Operations Assistant

Sony Pictures Classics Inc.

New York, New York, United States

•• Responsible for coordination of legal documents, deposits, staff meetings, expense reports and senior management reports.• Responsible for all client communications and follow up for outstanding accounts receivable payments as well as communications with both new and existing clients.• Expedite checks, wires, transfers, and credit cards payments daily• Produced a weekly report detailing methods of contact for outstanding box office reports and account payments• Handled the releasing of prints for film rental and screenings for all accounts• Managed interns and their daily tasks.

Aug 2012 - Jun 2014

Intern

New York, New York, United States

• Organized the advance and delivery of marketing material and product samples to celebrities, editors, and bloggers• Worked in a fast paced environment while working exceptionally with others• Utilized my unique problem solving skills on a daily basis• Successfully assembled and sorted data in an excel spreadsheets to effectively summarize weekly product placement• Presented current clients beauty products to bloggers, celebrities and editors

Feb 2012 - May 2012

Call Center Representative

New York, New York, United States

• Recruited prospective students to Pace University providing information about campus life, academics and resources

Sep 2011 - Dec 2011

Administrative Assistant

Scds

Charlotte, North Carolina, United States

• Performed administrative duties including answering phones and accurate filing invoices and contracts

Jan 2005 - Sep 2009
Team & coworkers

Colleagues at Planful

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1 education record

Beth Ann Emery education

FAQ

Frequently asked questions about Beth Ann Emery

Quick answers generated from the profile data available on this page.

What company does Beth Ann Emery work for?

Beth Ann Emery works for Planful.

What is Beth Ann Emery's role at Planful?

Beth Ann Emery is listed as Junior Account Manager at Planful.

Where is Beth Ann Emery based?

Beth Ann Emery is based in Charlotte, North Carolina, United States while working with Planful.

What companies has Beth Ann Emery worked for?

Beth Ann Emery has worked for Planful, Clearstream Technologies, Sony Pictures Classics Inc., Tractenberg & Co., and Pace University.

Who are Beth Ann Emery's colleagues at Planful?

Beth Ann Emery's colleagues at Planful include Ricky Chu, Dennis Triano, Arden Clapp, Kamesh P, and Nick Lee.

How can I contact Beth Ann Emery?

You can use AeroLeads to view verified contact signals for Beth Ann Emery at Planful, including work email, phone, and LinkedIn data when available.

What schools did Beth Ann Emery attend?

Beth Ann Emery holds Bachelor'S Degree, Business/Corporate Communications from Pace University.

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