Sales Executive, Benefits Administration, West Coast or Midwest Region

Plansource

13d

About The Position

Join Us at PlanSource: Your Exciting Career Awaits!
At PlanSource, a leading cloud-based provider of benefits administration technology and services, we are on a mission to simplify how people choose, use, and manage benefits through cutting-edge, AI-powered experiences. This is an incredible time to launch your career with us!
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.
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.

Requirements

• 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.
• 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.

Nice To Haves

• HR, benefits and/or payroll industry experience preferred.

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level