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      PlanSource

      Engaged Employer

      PlanSource reviews

      Great company to work for and best talent in the industry. Continued focus on creating wildly successful customers.. - Senior Vice President PlanSource Employee Review

      5.0
      Feb 16, 2022
      Senior vice president
      Recommend
      CEO approval
      Business Outlook

      Pros

      Supports women in leadership roles and working parents Fast paced environment means there are always new skills to gain Promotions happen from within whenever possible High growth companies require grit, perseverence, and flexibility. Big focus on customer success

      Cons

      A fast paced, high growth environment isn’t for everyone.

      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.

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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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