Manager, Sales

Summary

PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Charleston, 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 toolkits, best practices and resources for success, and strong cultural and value alignment focused on talent development and growth. 

Our software has innovated how benefits are bought, sold, managed, and consumed, and continues to transform the industry with updated solutions. Nearly 7.5 million consumers receive their benefits through the PlanSource platform, which provides flexible and intuitive software and services for benefits administration.

We are looking for a Manager, Sales to drive new business development and the sale of PlanSource’s products and services to insurance brokers, employee benefit professionals, Third Party Administrators and other channels as directed. In addition to carrying a quota, the Manager, Sales will also manage a team, including hiring, training, coaching, and mentoring their team members.

About the Manager, Sales role

As a Manager, Sales, you will be responsible for leading and building your regional sales team, meeting an annual quota, creating new opportunities and expanding PlanSource’s market share in a fast-growing industry. You will be well-supported, and our leveraged-sales model gives you access to a strong network of partners so you can hit the ground running.

Your responsibilities will include:

• Leading and building your sales team including hiring, coaching, training, and mentoring your team members.
• Align the sales organization’s objectives with PlanSource’s sales strategy through active participation in sales planning, sales strategy development, forecasting, sales resource planning, and budgeting.
• Establish and govern the performance of the sales organization. This includes establishing sales organizational principles for managing performance, establishing and prioritizing critical performance measures for all sales jobs and ensuring all key sales team members are held accountable for assigned results. This includes assisting and helping close new or additional business for the team.
• Create and support an effective regional sales organization design, including sales job roles, sales channel design, and sales resource deployment.
• Develop insurance broker and other channel relationships to sell PlanSource’s products & services.
• Actively hunt for new business, qualify and prioritize sales prospects, develop a pipeline and execute to sales strategy.
• Become a SME with PlanSource’s products & services.
• Assist brokers and channel partners with selling PlanSource products & services.
• Achieve senior level individual sales targets as defined by the President, Sales.
• Make sales presentations, issue proposals and other related sales activity necessary to complete the sales process.
• Document sales activity and prospect pipeline in accordance with PlanSource’s policies and procedures.
• Upon close of new business, secure client contracts and facilitate the transition to PlanSource implementation and operational teams.
• Lead learning and development initiatives impacting the sales organization and provide stewardship of sales and sales management talent.
• Other duties that may be deemed necessary by Management.

About You

You have a 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. You will have successfully led a team to meet and exceed expectations.  Our sales cycles are fairly short (1-4 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.   

Your qualifications/abilities include:

• Bachelor’s Degree in Sales & Marketing, Business or Business Administration.
• 5 years of relevant sales and marketing experience.
• 5 years of experience in Software Sales (SaaS)/HR technology sales.
• Experience in benefits administration industry strongly preferred.
• Sales leadership experience required.
• Demonstrated ability to develop and close new business.
• Consistent track record in meeting and exceeding sales quotas.
• Self-motivated and able to operate independently.
• Proven ability to develop and motivate a team.
• Motivated by incentive-based compensation.
• Possesses strong personal impact and presentation skills.
• Persuasive speaking skills and persistent with follow up.
• Strong financial acumen related to product pricing, customer profitability and achieving sales goals.

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.
• The opportunity to work for a fast 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 has the right product. Show off 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.  

#1: PlanSource is the right company, and we are on a roll. Be part of a winning team in a high-growth technology company that is well funded and values its employees and their families.

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.