Planswell

Item: Planswell
Rating: 3.5
Author: RepVue

Work in talent acquisition or recruiting at Planswell? Claim your free profile to hire top sales talent, respond to reviews and questions, and highlight your talent brand!

Profile Highlights

High Score for Culture and Leadership

Planswell is in the 93rd percentile for Culture and Leadership

Performance Category Ratings

See how employees rated Planswell in RepVue’s key performance categories.

Category Score

Industry Percentile

Industry Rank

Culture and Leadership

4.3

93rd%of Finance orgs

# 20of 314 Finance orgs

Base Compensation

2.7

19th%of Finance orgs

# 256of 314 Finance orgs

Incentive Compensation Structure

3.6

69th%of Finance orgs

# 95of 314 Finance orgs

Product - Market Fit

4.1

77th%of Finance orgs

# 70of 314 Finance orgs

Professional Development and Training

3.2

50th%of Finance orgs

# 154of 314 Finance orgs

Inbound Lead / Opportunity Flow

2.5

30th%of Finance orgs

# 221of 314 Finance orgs

Diversity and Inclusion

4.5

90th%of Finance orgs

# 31of 314 Finance orgs

About Planswell

Greater Toronto Area

Almost everyone will experience a lifestyle decline in the future because good financial planning has always been reserved for the wealthiest of the wealthy. We've created hundreds of...More

Percent that Attain Quota?

of team members typically hit their quota

Finance Industry Average

47%

Global Average

43%

No Salary Insights yet

We don't have insights yet because Planswell employees have not submitted enough data for each job role. Rate this company to add your own salary data!

Reviews

Former Employee

2.7

Nov 14, 2023

High churn, high stakes startup. Tumultuous leadership, and inconsistent goals/targets. Target-on-your-back environment

1 Useful

Current Employee

3.7

Oct 22, 2023

Experience is over all really good. Wage is just low.

Useful

View All Reviews

Anonymous Q&A

Anonymous Sales ProAug 24, 2023

How challenging is it to transition from a Sales Development Representative (SDR) to an Account Executive (AE) role at Planswell?

0 Answers

Anonymous Sales ProJan 24, 2023

How would you describe the interview process for the role you applied for, and what should others expect, pros and cons, etc?

Former Planswell EmployeeTop AnswerJan 31, 2023

1 Answer

View all Q&A

Employee Ratings

Total Employee Ratings

Total Ratings

Ratings Verified by RepVue

Verified Ratings

82%

Job Categories

Account Executive

86%

Other

13%

Employee Status

Ratings submitted by current employees

45%

Ratings submitted by former employees

55%

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Frequently Asked Questions

Planswell has an overall employee rating of 3.5 out of 5 and a RepVue score of 81.70. They are ranked #85 out of all Finance organizations.

Currently it is reported that 22.5% of the reps at Planswell are hitting quota.

Planswell has a rating of 4.3 out of 5 for culture and leadership. They are ranked #241 in this category out of 5105 companies.