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The role


Studies show that over 50% of employees in the workplace are stressed about finances, and employers are stepping up to address that concern.  Until BrightPlan, there has not been a holistic offering that provides all the steps needed to help solve the problem.  Employers are seeing this need and how Bright Plan alleviates it.


We are looking for Sales Executives to join our team.  If you desire to be part of a growing startup, love technology and working with key decision makers, and to be a part of the best of the best, we'd like to hear from you.


As a member of our sales team, you will be driving the success of BrightPlan.  You will be running every part of the sales process, working closely with the SVP of Sales along the way to close mid-large tech companies and help them craft a holistic Financial Wellness plan.


What you will do:

  • Work directly with key decision makers
  • Profile key accounts and find a way in
  • Manage a territory and close new business
  • Run the sales process from start to finish


What's in it for you:

  • Full new-hire training program and ongoing training
  • Hands on direction from leadership team
  • Uncapped commission (actually)
  • Comprehensive benefits
  • Working directly with the most senior executives in the tech industry


Prior experience in in sales and closing experience is a plus.  You must have a demonstrated ability to build rapport with clients.  Excellent written and verbal communication skills are necessary, as is a positive and professional demeanor.  A Bachelor's Degree is preferred.


We need you to be local to Silicon Valley and eligible for employment by any employer in the US.  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