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      PlanSource

      Engaged Employer

      PlanSource reviews

      Good place to work - Sr. Customer Support Manager PlanSource Employee Review

      4.0
      Dec 13, 2025
      Sr. customer support manager
      Recommend
      CEO approval
      Business Outlook

      Pros

      Opportunity for advancement Good work/life balance Great employees Very good benefits

      Cons

      Things get unnecessarily over complicated at times.

      avatar
      PlanSource Response
      6mo
      Thank you for being a valued member of the PlanSource team for more than 10 years! We're grateful for your continued commitment and proud to hear that opportunities for advancement, work-life balance, strong benefits and great colleagues have made PlanSource a positive place to build a long-term career. Your feedback around complexity is appreciated. As we grow and evolve, we're continually working to simplify processes, improve clarity and ensure teams are supported with the right tools and structures to do their best work. Thank you again for your thoughtful review and for the impact you continue to make every day. - The PlanSource Team

      Explore other reviews about PlanSource

      5.0
      Jan 21, 2026
      Solutions consultant
      Recommend
      CEO approval
      Business Outlook

      Pros

      Exciting company culture and fast paced. Management wants their employees to succeed and thrive.

      Cons

      Some leadership changes towards the end of my work there, but it seems like that has been smoothed out.

      avatar
      PlanSource Response
      4mo
      Thank you for taking the time to share your experience and for the kind words about our culture and leadership. We’re glad to hear that the fast-paced, environment and the focus on helping employees grow and succeed stood out during your time with us. We’re grateful for the contributions you made during your time with us & wish you continued success in your next chapter. - The PlanSource Team
      3.0
      Jun 23, 2026
      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      - Industry Exposure - Networking Opps - Good Team Morale - Strong Marketing Investment - Fun Corporate Events

      Cons

      - Business shifts are volatile based on whatever Vista wants - Ebbs and flows from net new logo to in-house revenue gen based on culture for that year - Seldom true 'leaders' if any at all - Classic corporate politics runs the show

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