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The role

We are seeking an experienced Head of Sales to:

  • Create, implement, and manage a strong sales model and process for our B2B Financial Wellness offering to HR professionals, including demos, onsite events, and webinars.
  • Understand and communicate the BrightPlan platform as a way to enhance corporate benefit offerings
  • Identify appropriate corporate partner targets
  • Develop and maintain relationships with key customers ensuring continued feedback cycle, customer satisfaction, and referrals/recommendations to their network
  • Create and hone the sales timeline from start to finish – including identifying targets, first contact, demos, closing the agreement, launching the service
  • Confidently speak with CEOs, CFOs, EVPs, and HR department heads about Financial Wellness and the benefits of BrightPlan
  • Translate the sales cycle into detailed steps and work with the team to ensure cycle is consistently moving forward
  • Bring a detailed eye for user experience and design to ensure features drive high adoption and customer enthusiasm.
  • Interact with customers to get product feedback and identify additional market opportunities.
  • Ensure execution of the developed sales strategies, plans and advertising and promotional programs
  • Maintain contact with key markets and customers, while maximizing potential volume.
  • Define and track monthly, quarterly, and annual goals (client partners, customers, revenue)


Required Skills/Experience:
  • Experience selling SAAS, recurring services, and/or financial services to benefits managers
  • Proven experience defining and delivering sales goals, and building a strong sales team
  • Excellent organizational skills, analytic capabilities, and attention to detail.
  • Strong communication and presentation skills.
  • A demonstrated ability to work with a high degree of autonomy and self-management.


Desired Skills/Experience:
  • Background working in and/or with HR services and/or departments
  • Passionate about financial planning
  • Proven track record working in a startup environment
  • Bachelors Degree in Computer Science, Business Administration, Engineering or related field 


We need you to be eligible for permanent employment by any employer in the US, and we are not accepting agency referrals.

Your personal financial planner

About BrightPlan

Everyone deserves an equal chance to achieve their dreams. Good financial decisions can make those dreams a reality. At BrightPlan, we help you plan and invest for a brighter future by providing beautiful digital experiences combined with access to human advisors.

Learn more about BrightPlan