Reseller Sales Executive

PlanSource Holdings, Inc.; United States; Remote; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health Coverage

HSA up to $1,000 annually

Dental & Vision plans

401(k) with company match

Generous parental leave

Flexible PTO

Job summary

PlanSource is seeking a Reseller Sales Executive to generate new business through our reseller partner channel. This role shapes opportunities, builds trusted partner relationships, and drives revenue from discovery to close.

You will collaborate across PlanSource teams to present compelling SaaS solutions and manage a healthy pipeline. The ideal candidate brings 5+ years in software or SaaS sales, strong quota attainment, and proven ability to close through channel relationships.

Qualifications

• Bachelor’s degree in Sales or related field.
• 5+ years of software/SaaS sales experience.
• Experience closing deals through partner or channel relationships.
• Proven quota attainment and revenue growth.

Responsibilities

• Identify and advance reseller opportunities through partners.
• Qualify, prioritize, and manage a disciplined sales pipeline.
• Own deals from discovery to close and exceed quotas.
• Collaborate with internal teams to tailor PlanSource solutions.
• Maintain Salesforce pipeline and provide forecasts.

Skills

Prospecting

Pipeline management

SaaS sales

Presentations

Negotiation

Forecasting

Education

Bachelor’s degree in Sales/Business

Tools

Salesforce

Microsoft Office

Job description

Summary

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 covering100% of in‑networkpreventive care.
• Employer‑funded Health Savings Account (HSA)- up to$1,000 annuallyfor family coverage.
• Dental & Vision planswith 100% coverage for routine dental care and$250 vision frame allowance, plusemployee-onlyvision premiums at$0.
• 401(k) with immediate vestingand a 50% company match up to 6%of contributions.
• Generous paid parental leave, adoptionassistance, and fertility benefits.
• Flexible PTO, paid holidays, a strong culture ofwork‑lifebalance and Flex Fridays in the summer.
• Mental health & wellbeingsupport, including Employee Assistance Program (EAP), movement and wellness resources.
• Rewards and recognition programsthat celebrate employees through peer recognition, awards, and quarterly recognition initiatives.

Top 5 Reasons to join PlanSource

#5: Be part of what’s next in benefits technology

Join a company redefining how benefits work. Backed by Vista Equity Partners, PlanSource is continuously investing in innovation, bringing together AI, automation, and human insight to simplify complex processes and deliver real outcomes. This is your opportunity to build the future of benefits at scale.

#4: Make an impact with technology our customers trust

Our platform powers some of the most complex benefits programs in the market, and our customers rely on us to get it right. From a unified benefits ecosystem to AI‑driven decision support, everything we build is designed to deliver clarity, confidence, and measurable impact for the people who use it every day.

#3: Be recognized, supported, and set up to thrive

We believe great work deserves recognition and real support. From meaningful rewards and recognition programs to a comprehensive approach to employee support, we invest in helping our people perform at their best and feel valued along the way.

Recognized as a top workplace, PlanSource has earned multiple Great Place to Work certifications and numerous awards, including Best Company for Culture, Work‑Life Balance, and Compensation, reinforcing our commitment to an exceptional employee experience.

#2: Grow your career with intention

At PlanSource, career growth doesn’t happen by accident. With a strong track record of internal mobility, structured development paths, and opportunities to take on new challenges, you’ll have the support and flexibility to build a career that evolves with you.

#1: Be part of a culture built on connection and impact

Our culture is rooted in connection, inclusion, and shared success. Guided by our S.O.U.R.C.E. values, we lead with service by putting others first, approach challenges with optimism, and act with urgency to drive meaningful outcomes. We hold ourselves accountable through reliability, continuously grow through curiosity, and operate with efficiency to maximize the impact of our work. Here, diverse perspectives are valued and they directly shape how we collaborate, innovate, and deliver an exceptional experience for our customers.

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.