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Client Solutions Manager

Expired Job

Plansource Orlando , FL 32801

Posted 2 months ago

SummaryClient Solutions Manager


PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, and Charleston, SC. We are looking for a Client Solutions Manager to develop new business and increase sales of PlanSource products and services to insurance brokers, benefits professionals, and other channels. The Client Solutions Manager role is vital to expanding market share and driving revenue growth for PlanSource.

About You

  • About the Client Solutions Manager role

  • It is an exciting time to be at PlanSource. We are expanding rapidly, but are still small enough for you to make a big impact. As a Client Solutions Manager, you will be responsible for 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 a team of 10 Client Solutions Representatives

  • Managing activity, pipeline, and forecast based on defined benchmarks and quotas

  • Coaching and Developing Client Solutions Representatives on:

  • Sales Skills

  • Product Knowledge

  • Industry Knowledge

  • Sales Process & Methodology

  • Becoming an expert in PlanSource's products & services.

  • Assisting Client Solutions Representatives in

  • Making live and online presentations and product demos.

  • Issuing proposals with prospective clients.

  • Other projects and to-dos as they come up.

About you

You are a leader with a proven track record of success, strong character traits of integrity, work ethic, persistence, and determination, are competitive, and possess strong personal and presentation skills. Our Client Solutions Representatives are young and relatively inexperienced and will be looking to you to set the tone and provide them tangible advice towards their development. You have experience juggling lots of responsibilities and are comfortable talking with and presenting to people at all levels in an organization.

Your qualifications/abilities include:

  • Bachelor's Degree

  • Strong academic record in high school and college

  • GPA above 3.0 preferred

  • Persuasive leadership skills

  • 3-7 years of sales excellence marked by objective evidence of success

  • Strong financial acumen related to product pricing, customer profitability and achieving sales goals

What We Offer

What we offer

  • Great compensation package, including a full suite of benefits.

  • The opportunity to work for a fast-growing, established tech company, and work side-by-side with a dynamic team of talented professionals.

  • Fast-paced environment with big goals and the opportunity to grow and make a big impact.

  • Live in Orlando!

Top ten reasons to come to PlanSource:

#10: The size is right. Join a well-funded, established tech company that's growing fast but is still small enough for you to have a big impact.

#9: We are on a roll. Be part of a winning sales team 65-75% of reps exceed their annual quotas.

#8: Success is rewarded. Top reps qualify for the annual President's Club trip which includes a 5-star luxury experience for you and a guest.

#7: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and within the sales team.

#6: We give you the support you need. Our marketing team will support you and provide you with the tools you need to succeed.

#5: Our model is strong. With a leveraged sales model, our network of partners brings you warm leads.

#4: Strong partnerships fuel your success. National partnerships with leading insurance carriers such as MetLife, Humana, Guardian and Unum provide a competitive advantage and added credibility.

#3: The benefits industry is on fire. Legislation including the ACA has created an urgent and pervasive need in the marketplace for our technology.

#2: PlanSource has the right product. Show off our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.

#1: PlanSource is the right company. Join an up-and-coming high-growth technology company that is well funded and values its employees and their families.

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Client Solutions Manager

Expired Job