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Planswell

26 Employee Ratings
26 Ratings
77% Verified
3.3
Unclaimed Profile
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RepVue Score0
RepVue Score

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Planswell
26 Employee Ratings
77% Verified
3.3
Unclaimed Profile
79.19
RepVue Score
Unclaimed

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 92nd 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
4.2
92nd%of Finance orgs
#30of 378 Finance orgs
Base Compensation
3.0
37th%of Finance orgs
#239of 378 Finance orgs
Incentive Compensation Structure
3.6
75th%of Finance orgs
#94of 378 Finance orgs
Product - Market Fit
3.5
41st%of Finance orgs
#224of 378 Finance orgs
Professional Development and Training
3.0
49th%of Finance orgs
#194of 378 Finance orgs
Inbound Lead / Opportunity Flow
2.0
18th%of Finance orgs
#312of 378 Finance orgs
Diversity and Inclusion
4.1
66th%of Finance orgs
#126of 378 Finance orgs
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About Planswell
planswell.com
Finance
Venture Capital
51-250
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

49%

Global Average

44%
What percent of sales reps hit quota at Planswell?

Approximately 32% of reps at Planswell meet or exceed their annual quota based on ratings submitted in the past year.

View quota attainment by role
Quota Attainment at Planswell
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!
Salaries at Planswell

Reviews

User Company Avatar
Former Employee
4.0
Oct 13, 2025
I liked working here while I did. The people are very nice and supportive. My only frustration was the fully remote nature of the role, as it got lonely. But I have fond memories of working there, and wish all the best to everyone :)
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Former Employee
1.7
Mar 4, 2025
High quota. High churn of customers and employees. Nonstop meetings that don’t contribute much. Product that is deceiving to consumers. Force fed a script that makes the product sound waaaaaay better than it is. Never knowing if your job is safe regardless of performance. Low base salary for the industry when you’re doing full cycle sales.
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Reviews at Planswell

Anonymous Q&A

0
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?
User Company AvatarFormer Planswell EmployeeTop AnswerJan 31, 2023

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1 Answer
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Anonymous Q&A at Planswell

Employee Ratings

Total Employee Ratings
Total Ratings
?
26
Ratings Verified by RepVue
Verified Ratings
?
77%
Job Categories
Job Categories
Account Executive
22
84%
SDR / BDR
4
15%
Employee Status
Employee Status
Ratings submitted by current employees
10
38%
Ratings submitted by former employees
16
62%

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Frequently Asked Questions

Planswell has an overall employee rating of 3.3 out of 5 and a RepVue score of 79.19. They are ranked #155 out of all Finance organizations.

Planswell has a rating of 4.2 out of 5 for culture and leadership. They are ranked #456 in this category out of 6,151 companies.

Planswell has a rating of 3.5 out of 5 for Product - Market Fit and is ranked #224 out of 378 Finance companies.
FAQ at Planswell
About Planswell
planswell.com
Finance
Venture Capital
51-250
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

49%

Global Average

44%
What percent of sales reps hit quota at Planswell?

Approximately 32% of reps at Planswell meet or exceed their annual quota based on ratings submitted in the past year.

View quota attainment by role
Company Quota Attainment
Company Size
0
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