What are the responsibilities and job description for the Sales Development Representative position at PLANSIGHT?
About Plansight:Plansight is the AI platform redefining how employee benefits brokers and consultants work. We automate the manual grind of renewals, spreadsheets, and repetitive tasks so teams can move faster, serve more clients, and grow revenue without growing headcount. Brokers using Plansight save hours per client while delivering a dramatically better experience to the employers they serve.We're in a breakout moment. Our platform is reshaping how the benefits industry operates, our customer base is expanding quickly, and we're adding new partners and agencies every month. This is a rare chance to join an AI company at the exact inflection point where category leadership is being decided. About the Role:We're hiring an Outbound Sales Development Representative (SDR) to help fuel our next stage of growth. You'll build pipeline by prospecting into employee benefits brokers, consultants, and agencies. As the first point of contact, you'll spark interest, qualify opportunities, and set meetings for our Account Executive team.This is a high-visibility seat on a fast-moving team. If you want to break into SaaS sales, learn AI-native selling, and build a career in a category that's being created in real time, this is the role.
What You'll DoProspect into employee benefits brokers, consultants, and agencies via cold calls, email, and LinkedInIdentify and engage key stakeholders involved in RFPs, renewals, and client presentationsClearly communicate Plansight's value in language that resonates with brokersQualify prospects based on need, timing, and fitBook and coordinate demos with our Account Executive teamPersonalize outreach based on firm size, structure, and workflowsTrack all activity and pipeline in HubSpotConsistently hit or exceed activity and meeting-setting goalsWhat We're Looking For0 to 3 years of experience in sales, business development, or a customer-facing roleStrong communication skills, especially the ability to simplify and clearly explain valueComfortable making cold calls and handling objectionsHighly organized and able to manage multiple prospects at onceCoachable, competitive, and self-motivatedGenuine interest in SaaS, AI, or the employee benefits spaceWhat Makes You Stand OutExperience selling into brokers or the employee benefits spaceFamiliarity with RFP processes, renewals, or benefits workflowsExperience with outbound prospecting tools like Outreach, Salesloft, Apollo, or InstantlyProven track record of hitting or exceeding activity or quota targetsWhat You'll GetCompetitive base salary plus uncapped commissionClear path to Account Executive or other closing rolesHands-on training in SaaS and consultative sellingFront-row seat to a fast-growing AI product in a high-demand marketCollaborative, high-energy team environment where your work directly shapes the company's trajectory
What You'll DoProspect into employee benefits brokers, consultants, and agencies via cold calls, email, and LinkedInIdentify and engage key stakeholders involved in RFPs, renewals, and client presentationsClearly communicate Plansight's value in language that resonates with brokersQualify prospects based on need, timing, and fitBook and coordinate demos with our Account Executive teamPersonalize outreach based on firm size, structure, and workflowsTrack all activity and pipeline in HubSpotConsistently hit or exceed activity and meeting-setting goalsWhat We're Looking For0 to 3 years of experience in sales, business development, or a customer-facing roleStrong communication skills, especially the ability to simplify and clearly explain valueComfortable making cold calls and handling objectionsHighly organized and able to manage multiple prospects at onceCoachable, competitive, and self-motivatedGenuine interest in SaaS, AI, or the employee benefits spaceWhat Makes You Stand OutExperience selling into brokers or the employee benefits spaceFamiliarity with RFP processes, renewals, or benefits workflowsExperience with outbound prospecting tools like Outreach, Salesloft, Apollo, or InstantlyProven track record of hitting or exceeding activity or quota targetsWhat You'll GetCompetitive base salary plus uncapped commissionClear path to Account Executive or other closing rolesHands-on training in SaaS and consultative sellingFront-row seat to a fast-growing AI product in a high-demand marketCollaborative, high-energy team environment where your work directly shapes the company's trajectory