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      PlanSource

      Engaged Employer

      PlanSource reviews

      Great Company To Work For - Sales Consultant PlanSource Employee Review

      5.0
      Aug 24, 2020
      Sales consultant
      Recommend
      CEO approval
      Business Outlook

      Pros

      Growing company that is headed in the right direction. Takes care of employees.

      Cons

      Growing pains with speed of growth.

      avatar
      PlanSource Response
      5y
      Thank you for taking the time to write a review. We are so glad to hear that you are having a great experience with PlanSource, and we appreciate your feedback here. We are striving to be transparent with our employees about plans to address growth through our monthly company meetings and individual team meetings. Thanks for being part of the team, and please continue to share your thoughts. Dave Osborne Chief Revenue Officer

      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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