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.
The Role
We are looking for an Onboarding Consultant who is an integral part of the Customer Success Team as new brokers engage in our software. You know our software and how to help each broker customer utilize all aspects of our product. You ensure our brokers are onboarded successfully and are set up for long-term success. The onboarding consultant has an important part in the customer journey. Your skills in communication, organization, and follow-through are vital to the successful implementation by the broker.
Key Responsibilities
Ideal Background
Compensation
At Plansight, we work hard. We all rely on each other to fulfill our company mission. We want to reward you for this commitment. At Plansight, you will enjoy these benefits: