Benefit Manager
Planstin Administration
About this role
Planstin is seeking a Benefit Manager responsible for client relationships, service satisfaction, and identifying growth opportunities. The role involves managing client accounts, conducting check-ins, and collaborating with internal teams to develop solutions.
Skills
Qualifications
About Planstin Administration
planstin.comPlanstin is a digital financial planning platform that helps individuals and small businesses create, compare, and manage personalized financial and insurance plans. The service combines easy-to-use web tools with recommendations for retirement, savings, and insurance products, plus integrations for advisors and carriers. Planstin emphasizes clear, consumer-friendly guidance and streamlined comparison to help users make informed decisions. Its target users are people seeking simplified planning and small firms looking for an accessible way to offer or manage financial products.
About Planstin Administration
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Salary
$60k – $65k
per year