Sales and Onboarding

The Sales and Onboarding team at Plansight is responsible for driving new business growth and ensuring smooth transitions for new clients. The Executive Vice President of Sales and the Strategic Sales personnel focus on identifying and closing new opportunities, while the Onboarding Manager, Onboarding Specialist, and Account Coordinator work together to seamlessly integrate new clients into Plansight's employee benefits platform, providing exceptional support and training throughout the onboarding process.