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      PlanSource

      Engaged Employer

      PlanSource reviews

      Training - Customer Support Specialist PlanSource Employee Review

      4.0
      Nov 25, 2020
      Customer support specialist
      Recommend
      CEO approval
      Business Outlook

      Pros

      Great team environment Great management and team leads

      Cons

      Training is severely lacking and needs a reform of some sort

      avatar
      PlanSource Response
      5y
      Thank you for taking the time to provide your honest feedback! We are so glad that you enjoyed the team environment as well as your management and team leads. Thank you for your feedback on training and that is absolutely an area we have been investing in. We have created additional trainings and we will continue to add boot camps and other resources for new employees. We appreciate your feedback! Liz Chavez Talent Acquisition Manager

      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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