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      PlanSource

      Engaged Employer

      PlanSource reviews

      Great Company - Contact Center Representative PlanSource Employee Review

      5.0
      May 7, 2018
      Contact center representative
      Recommend
      CEO approval
      Business Outlook

      Pros

      Great Onboarding,training and benefits. Everyone is here to help make a great start to succeed at your job.

      Cons

      Nothing to really mentioned at this time.

      avatar
      PlanSource Response
      8y
      Welcome to PlanSource! Thanks for sharing your experience, I agree with these pros – our onboarding and training has evolved quite a bit in recent months and we are glad to hear of your positive feedback. At PlanSource, we want to ensure every employee has the opportunity to succeed. Good luck in growing on your career path at PlanSource!

      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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