Inside Sales Representative

Job Locations US-FL-Orlando
# of Openings
Regular Full-Time


PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City,  Charleston, and Bengalaru. We are looking for an Inside Sales Representative to drive new business and increase sales of PlanSource products and services to insurance brokers, benefits professionals, and other channels. The Inside Sales Representative 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 are still small enough for you to make a big impact. As an Inside Sales Representative, 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.


Typical responsibilities will include:

  • Developing and qualifying sales prospects within a defined customer list from our installed base, referral channels and lead generation.
  • Becoming an expert in PlanSource’s products & services.
  • Making live and online presentations and product demos.
  • Issuing proposals and following up with prospective clients.
  • Achieving (or exceeding) annual sales targets 
  • Documenting sales activity and prospect interactions in
  • Other projects and to-dos as they come up.

About You

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 (1-4 months), so you will need to keep several balls in the air at once. You have experience selling complex technology (B2B, SaaS) 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 preferred
  • 2+ years of relevant direct sales experience
  • It would be great if you had familiarity with our space - HR technology/ HCM, benefits outsourcing, benefits administration and/or payrolling
  • Persuasive speaking skills and persistent with follow up
  • Strong financial acumen related to product pricing, customer profitability and achieving sales goals

What We Offer

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.
  • 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.



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 is highly rated with our customers. Be proud of 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 and offering development plans and tracks to pursue your personal and professional goals.



#1: Share our values. Be part of a team that values diversity and representation in all levels of the organization. Be part of a team that gives back to local communities, and is actively aware of their social and environmental impact.



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.


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