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      PlanSource

      Engaged Employer

      PlanSource reviews

      Great Leadership - Customer Support Account Manager PlanSource Employee Review

      5.0
      Mar 11, 2021
      Customer support account manager
      Recommend
      CEO approval
      Business Outlook

      Pros

      Work from home flexibility and work schedule.

      Cons

      There can be heavy workloads during the 4th quarter.

      avatar
      PlanSource Response
      5y
      Thank you for taking the time to share your feedback! We appreciate your feedback regarding Q4 and our heavy workloads. We know Open Enrollment will always be our busy season, but we are also doing what we can now to staff appropriately to offset that workload. Thanks again for sharing! 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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