Valued employee, apart of the team! - Anonymous employee PlanSource Employee Review

5.0
Mar 26, 2020
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

PlanSource does a great job engaging their remote employees and making them feel a part of the activity and conversations that take place every day in the physical office. My manager/team leverages many tools to ensure transparency, communication and a team environment. PlanSource has made available to us several communication, video and project management tools such as, Trello, Slack, Jabber and Webex. These tools keep me connected to the team and engaged. I have had such a positive experience here so far and I am very happy.

Cons

The benefits package leaves a lot to desire. As one example, dental is expensive but doesn't cover the cost of x-rays.

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PlanSource Response
6y
Hey there! Thank you so much for your phenomenal review! I am so thrilled to hear you are feeling valued and apart of the team, albeit working remotely. We are completely ecstatic that you've had such a positive experience thus far and we hope to continue to WOW you! Also, thanks for the feedback on our benefits package. We are always re-calibrating what we feel our employees want/need; therefore, I encourage you to reach out to our HR Internal team and drop them a note regarding what you'd like to see changed. We are so happy to have you on our creative marketing team!

Explore other reviews about PlanSource

5.0
Jan 21, 2026
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.

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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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