Planswell

Item: Planswell
Rating: 3.4
Author: RepVue

21 Employee Ratings

21 Ratings

76% Verified

3.4

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RepVue Score

0

Planswell

21 Employee Ratings

76% Verified

3.4

78.67

RepVue Score

Home CompaniesPlanswell

Profile Highlights

High Score for Culture and Leadership

Planswell is in the 81st 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

3.9

81st%of Finance orgs

# 49of 261 Finance orgs

Base Compensation

2.5

6th%of Finance orgs

# 247of 261 Finance orgs

Incentive Compensation Structure

3.4

55th%of Finance orgs

# 115of 261 Finance orgs

Product - Market Fit

3.7

48th%of Finance orgs

# 138of 261 Finance orgs

Professional Development and Training

3.1

44th%of Finance orgs

# 148of 261 Finance orgs

Inbound Lead / Opportunity Flow

2.6

25th%of Finance orgs

# 196of 261 Finance orgs

Diversity and Inclusion

4.1

71st%of Finance orgs

# 74of 261 Finance orgs

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About Planswell

Greater Toronto Region, Canada

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

48%

Global Average

42%

Quota Attainment at Planswell

Salaries

Job Role

Median Base Pay

Median OTE

Top Performer

Account ExecutiveSalary data from 5 ratings

Salaries at Planswell

Reviews

Former Employee

2.7

Nov 14, 2023

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

Useful

Current Employee

3.7

Oct 22, 2023

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

Useful

View All Reviews

Reviews at Planswell

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

Anonymous Q&A at Planswell

Employee Ratings

Total Employee Ratings

Total Ratings

Ratings Verified by RepVue

Verified Ratings

76%

Job Categories

Account Executive

81%

SDR / BDR

19%

Employee Status

Ratings submitted by current employees

38%

Ratings submitted by former employees

62%

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Frequently Asked Questions

Planswell has an overall employee rating of 3.4 out of 5 and a RepVue score of 78.67. They are ranked #144 out of all Finance organizations.

Currently it is reported that 43.6% of the reps at Planswell are hitting quota.

Planswell has a rating of 3.9 out of 5 for culture and leadership. They are ranked #748 in this category out of 5696 companies.

Planswell has a rating of 3.7 out of 5 for Product - Market Fit and is ranked #138 out of 261 Finance companies.