PlanSource has some of the finest employees in the world. Leadership is outstanding and inspires to better, as well as empowers their employees to make the company better.
Cons
No cons, I had a great experience with Plansource. It is understood that Plansource is a growing and changing company, so you have to be open minded in a lot of areas, especially if you’re coming from a large company.
PlanSource Response
7y
Thank you so much for the positive review! I am happy to hear your experience has been nothing but positive, and it's only positive due to the talent we have - people like you! Thank you for being amazing! :)
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.
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
Current employee, more than 3 years
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