Downhill - Technical Consultant PlanSource Employee Review

1.0
Oct 20, 2020
Recommend
CEO approval
Business Outlook

Pros

Decent pay, good coworkers, and great coffee selection.

Cons

High stress, newer management is inexperienced and inadequate, and a severe reliance on statistics rather than client happiness or service.

avatar
PlanSource Response
5y
Thank you for taking the time to write a review and provide feedback. I am glad to hear that you enjoyed your coworkers while you worked at PlanSource. As a company, we have been through significant change and growth over the last couple of years and that can be challenging. With that growth comes new team members, I believe our team is set up for success to take us to the next level. Yes, we are becoming a more metrics driven organization, without a doubt. While this can be a hard change to adapt to, it can also be a rewarding one, because metrics help us identify when we’re doing a great job and allow us to be recognized for our hard work in an objective manner. Our top priority is always to deliver the best service and technology to our customers. Thank you again for taking the time to write a review. Lisa Van Ever SVP, Professional Services

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.

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

See reviews by: Helpful|Rating|Date|All