Summary

PlanSource is a benefits administration high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City and Bangalore, India. As part of the Vista Equity Partners portfolio of companies, we are working to reinvent the employee benefits administration landscape. Our talented employees benefit from this partnership through increased capital for strategic investments, access to exceptional toolkits, best practices and resources for success, and strong cultural and value alignment focused on talent development and growth.

The Sales Executive will develop new business and increase sales of PlanSource products and services to insurance brokers, benefits professionals, and other channels. The Sales Executive role is vital to expanding market share and driving revenue growth for PlanSource. It is an exciting time to be at PlanSource. We are expanding rapidly but still small enough for you to make a big impact.

As a Sales Executive, you will develop and maintain favorable relationships with established partners and their customers in order to increase revenue and drive penetration within a partner's book of business. You will be well-supported, and our leveraged sales model will give you access to a strong, established network of partners so you can hit the ground running.

Responsibilities include:

• Be a driving force in the success of the company's goals by achieving and exceeding individual sales quota.
• Become an expert in PlanSource's product offerings, industry trends, and how to position our value to both partners and employer groups.
• Build and maintain a high-performance sales pipeline; document and manage sales activities, opportunities, pipeline, and revenue forecasts in PlanSource's CRM.
• Build, manage, and generate new business within a book of named partner accounts.
• Conduct competitive research and maintain knowledge of competitor products
• Deepen strategic relationships with key partners to drive partner revenue growth within a specific geographic territory.
• Develop and execute strategic business plans in partnership with insurance brokers and other benefits professionals, with a focus on growing new revenue.
• Increase PlanSource awareness and preference within book of named partner accounts.
• Travel to partner and client sites, perform discovery sessions, and work with Solutions Consultants to coordinate demonstrations and present solutions tailored to the prospective client.
• Use value selling strategies to determine client and partner needs; communicate effectively and professionally.
• Work with Solutions Consultants and VP of Sales to develop quotes and produce contracts for potential clients.

About You

You have a proven track record of developing and closing new business, meeting and exceeding sales quotas, building and maintaining a strong network, and strong personal impact and presentation skills. Our sales cycles are fairly short (3-8 months), so you will need to keep several balls in the air at once. You have experience selling complex technology and are comfortable negotiating and presenting to people at all levels in an organization.

Necessary Strengths, Skills, and Competencies:

• 5+ years of relevant sales experience (ideally Ben Admin experience).
• Ability to travel up to 50%.
• Ability to work in a fast-paced, remote team environment with a cadence of delivering quarterly results.
• Bachelor's Degree in Sales & Marketing, Business or Business Administration preferred.
• Experience with Salesforce.com, PowerPoint, Word, and web-based presentation technology.
• High energy and positive attitude. Activity and results driven.
• HR, benefits and/or payroll industry experience preferred.
• Hunter, new business mentality and self-starter.
• Knowing or having successful experience in channel sales.
• Persuasive speaking skills and persistent with follow-up.
• Proven ability to execute a thorough sales discovery as well as follow a consultative sales process.
• Strong financial acumen related to product pricing, customer profitability and achieving sales goals.
• Track record of over-achieving quota (top 10-20%) in past positions.

What We Offer

• Great benefits package, including a full suite of health benefits, a generous 401(k) Plan, unlimited PTO, paid parental leave, a strong rewards and recognition program, and a focus on mental health and well-being.
• An inclusive environment with Employee Resource Groups to join, volunteering days and the ability to donate to organizations of your choice through our recognition platform.
• The opportunity to work for a growing, established technology company, but work side-by-side with a small, dynamic team of talented professionals.
• Fast-paced environment with big goals and the opportunity to make a big impact.

Top five reasons to come to PlanSource:

#5: Join the Vista Family. In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vista's portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world.

#4: PlanSource is highly rated with our customers. Be proud of our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.

#3: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, employee recognitions, and a commitment to wellbeing.

#2: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and offering development plans and tracks to pursue your personal and professional goals.

#1: Share our values. Be part of a team that values diversity and representation in all levels of the organization. Be part of a team that gives back to local communities and is actively aware of their social and environmental impact.

PlanSource is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Our employees are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well.

We celebrate and support our employees' diversity in age, color, disability, ethnicity, cultural beliefs, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status and other characteristics that make our employees unique.

If you're selected, you'll receive your offer and be asked to complete a background check. This will include a drug screen, criminal record search and verification of previous employment and/or education.