PlanSource · 14 hours ago
Senior Sales Executive, Ben Admin
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Employee BenefitsFinance
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Responsibilities
Be a driving force in the success of the company’s goals by achieving and exceeding individual sales quotas.
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.
Qualification
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Required
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.
Experience with Salesforce.com, PowerPoint, Word, and web-based presentation technology.
High energy and positive attitude.
Activity and results driven.
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.
Preferred
Bachelor’s Degree in Sales & Marketing, Business or Business Administration preferred.
HR, benefits and/or payroll industry experience preferred.
Benefits
Full suite of health benefits
Generous 401(k) Plan
Unlimited PTO
Paid parental leave
Strong rewards and recognition program
Focus on mental health and well-being
Company
PlanSource
PlanSource is a technology company that automates employee benefits programs.
Funding
Current Stage
Late StageTotal Funding
$94MKey Investors
Great Hill PartnersLemhi Ventures
2019-03-25Acquired
2015-08-21Series C· $70M
2015-05-05Debt Financing
Recent News
2024-06-04
Company data provided by crunchbase