joelle-headshot

Joelle leads the direct sales, partnership and client success teams for BrightPlan. Joelle has a track record of successfully scaling organizations from startup to enterprise, taking early-stage companies to over $100 million in revenue and enterprises from $100 million to $2 billion in revenue. Most recently, Joelle was Chief Operating Officer for Capital Factory and has also held senior level and executive positions at Paychex and Ascentis.

Request a Demo

"*" indicates required fields

This field is hidden when viewing the form
Acknowledge:

We will use your information to respond to your request and communicate with you. You can withdraw your consent at any time. Learn more in our Privacy Notice .

Explore Our Latest Insights

Helpful panels, worksheets, and research—curated for HR & Finance leaders.

Analyst report
Webinars

Actionable thought leadership for HR & benefits professionals

guides
Research & Benchmarks

In-depth strategies for building a resilient workforce

Case Studies
Blogs

Expert insights into financial wellness trends

View All Resources