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!

Role Overview

The Reseller Sales Executive is responsible for generating new business and expanding revenue through PlanSource’s reseller partner channel. This individual contributor develops and manages a qualified pipeline, leads a disciplined sales process, and works with partners to position PlanSource solutions for prospective and existing clients.

This role builds trusted partner relationships, identifies growth opportunities, delivers compelling sales presentations, and drives opportunities from initial qualification through close. Success requires strong SaaS sales execution, consistent follow-through, and the ability to collaborate across PlanSource to deliver solutions that meet client needs.

Key Responsibilities

Pipeline & Revenue Execution

• You’ll build and advance a healthy pipeline of reseller opportunities while consistently working toward assigned sales goals.
• Prospect for new business through reseller partners and identify opportunities within existing partner relationships.
• Qualify and prioritize sales opportunities, maintain an accurate pipeline, and execute against an established sales process.
• Own opportunities from initial discovery through proposal, negotiation, and close.
• Meet or exceed assigned sales quota and incentive plan expectations.
• Provide timely pipeline updates, forecasts, and opportunity reporting to sales leadership.

Partner & Client Relationships

• You’ll build productive relationships with reseller partners and serve as a trusted resource throughout the sales process.
• Develop and maintain strong relationships with existing and prospective reseller partners.
• Partner with reseller contacts to uncover client needs, shape opportunities, and position PlanSource products and services.
• Maintain a strong network across the market and represent PlanSource as a knowledgeable, responsive sales partner.
• Conduct effective follow-up to maintain momentum and move opportunities forward.

Sales Presentations & Solution Positioning

• You’ll translate customer needs into a clear and compelling PlanSource value proposition.
• Learn the PlanSource platform and confidently communicate the value of PlanSource products and services.
• Lead engaging sales presentations, contribute to proposals, and support other activities required to complete the sales process.
• Collaborate with Solutions Consulting, Product, Operations, and other internal partners to respond to prospect needs and develop effective solutions.
• Navigate conversations with stakeholders at multiple levels of an organization, including executive decision-makers.

Opportunity Management & Collaboration

• You’ll maintain disciplined opportunity management and coordinate clean handoffs across teams.
• Maintain accurate and current opportunity details, activities, and next steps in Salesforce.
• Coordinate internal resources and communicate risks, requirements, and commitments throughout the sales cycle.
• Ensure a clear handoff of closed opportunities to Implementation and Customer Success.
• Perform other duties as deemed necessary by management.

Success Indicators

Success in this role is demonstrated through consistent quota attainment, development of a healthy reseller pipeline, accurate forecasting, effective opportunity management, strong partner relationships, and the ability to advance and close new business.

About You

Preferred Qualifications

Experience & Education

• Bachelor’s degree in Sales and Marketing, Business, Business Administration, or a related field preferred.
• 5+ years of relevant sales experience, preferably in software, SaaS, HR technology, or benefits administration.
• Experience developing and closing new business through partner, reseller, broker, or channel relationships preferred.
• Demonstrated success working toward and achieving sales quotas.

Technical & Professional Skills

• Demonstrated ability to prospect, qualify, develop, and close new business.
• Experience selling complex technology and presenting to stakeholders at multiple levels of an organization.
• Strong presentation, persuasive communication, negotiation, and follow-up skills.
• Ability to manage multiple opportunities and maintain accurate pipeline and forecast information.
• Working knowledge of Salesforce and Microsoft Office applications preferred.
• Strong business and financial acumen related to solution value, pricing, and customer outcomes.
• Self-motivated, organized, and able to operate independently while collaborating across teams.

What We Offer

At PlanSource, benefits are at the core of what we do, and we understand their impact on our employees and their families. That’s why we’ve designed our benefits program to support overall wellbeing across health, financial security, career growth, and work‑life balance.

• Comprehensive health coverage with multiple medical plan options - all covering 100% of in-network preventive care.
• Employer‑funded Health Savings Account (HSA) - up to $1,000 annually for family coverage.
• Dental & Vision plans with 100% coverage for routine dental care and $250 vision frame allowance, plus employee-only vision premiums at $0.
• 401(k) with immediate vesting and a 50% company match up to 6% of contributions.
• Generous paid parental leave, adoption assistance, and fertility benefits.
• Flexible PTO, paid holidays, a strong culture of work‑life balance and Flex Fridays in the summer.
• Mental health & wellbeing support, including Employee Assistance Program (EAP), movement and wellness resources.
• Rewards and recognition programs that celebrate employees through peer recognition, awards, and quarterly recognition initiatives.

Top 5 Reasons to join PlanSource

1. Be part of what’s next in benefits technology
2. Make an impact with technology our customers trust
3. Be recognized, supported, and set up to thrive
4. Grow your career with intention
5. Be part of a culture built on connection and impact

NOTE: We will consider a remote employee for approved cities PlanSource can accommodate.

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.

Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of PlanSource will only contact you from an email address ending in @plansource.com. PlanSource will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you’ve encountered a recruiting scam, report it to the Federal Trade Commission and your state’s Attorney General.