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      PlanSource

      Engaged Employer

      PlanSource reviews

      Excellent Company, Leading Edge Tech Firm - Sales Executive PlanSource Employee Review

      5.0
      Apr 10, 2016
      Sales executive
      Recommend
      CEO approval
      Business Outlook

      Pros

      Great employees, well-paid sales positions. Company is always looking to improve and take steps to make their product/services better. This is the best company I have ever worked for, even when it gets really busy.

      Cons

      It's difficult to keep good employees in service departments. Therefore, service issues end up being everyone's issue.

      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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