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Role description

Account Executive

PLANSIGHT logoPLANSIGHT
TypeFull-time
WorkplaceRemote
SeniorityMid-level
LocationPleasant Grove, UT
Posted6/16/2026
Sales

Who we are:Plansight is the AI platform redefining how employee benefits brokers and consultants work. We automate the manual grind of renewals, spreadsheets, and repetitive tasks so teams can move faster, serve more clients, and grow revenue without growing headcount. Brokers using Plansight save hours per client while delivering a dramatically better experience to the employers they serve.We're in a breakout moment. Our platform is reshaping how the benefits industry operates, our customer base is expanding quickly, and we're adding new partners and agencies every month. This is a rare chance to join an AI company at the exact inflection point where category leadership is being decided.

The opportunity:

We are looking for sales executives to join a dynamic team of professionals who are committed to collectively lifting the vision of Plansight and achieving aggressive growth goals of the company.Success in this role is primarily measured by the individual’s ability to generate sales revenue through industry referral/affiliate relationships. The role provides opportunities to network with industry leaders, engage in marketing and sales activities, and expand Plansight’s presence in the health insurance industry.

What we expect:Identify, prospect, onboard, and cultivate relationships to drive brand recognition, lead generation, and revenueBring significant sales experience, having shown consistent achievement on exceeding quotas

Skills you’ll need:BA/BS degree in Business, Marketing, or related field is preferred3+ years of relevant sales experience in the SAAS or benefits space3+ years of experience in benefits space (any role)Relevant Skills: analytical thinking, ability to communicate professionally (written and verbal), negotiations, well-organized and process driven, goal-focused, and generally charismaticA relentless drive to win and succeed. Can produce at a high level while working autonomouslyA track record of proven success in development of new businessProspecting/outbound work ethic

The reward:At Plansight, we work hard. We all rely on each other to fulfill our company mission. We want to reward you for this commitment. At Plansight, you will enjoy these benefits:Competitive SalaryContribution to health insurance premiums (100% of employee premium + 60% of dependent premium)Contribution up to $1500 towards health savings accountContribution to dental insurance (50% of premium)100% coverage of Life and Disability Insurance401K with up to 3.5% matchUnlimited access to a financial plannerVision, Accident, Critical Illness Insurance options

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Company info

PLANSIGHT logo

PLANSIGHT

At Plansight, our mission is to enable employee benefit brokers and carriers by providing software that simplifies the achievement of our shared goals: helping employers discover high-quality benefits at affordable rates. Our advanced technology empowers professionals of our industry by automating marketing events, improving distribution, promoting fair transparency, and making it easy to be comprehensive. Plansight is the only complete end-to-end marketing solution for the employee benefits industry.

AI-product
HQLehi, US
Size31 employees
Unlock human wisdom
ThesisTermsPrivacy
Industry
Software Development
Funding
  • Funding round · Mar 8, 2024
Tech stackjenkins, bootstrap, ability-lms, informatica, bitbucket, laravel, snaplogic, employee-navigator, power-bi, docker

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