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      PlanSource

      Engaged Employer

      PlanSource reviews

      Customer Account Manager - Customer Account Manager PlanSource Employee Review

      5.0
      Jun 20, 2023
      Customer account manager
      Recommend
      CEO approval
      Business Outlook

      Pros

      -Very stable company -Work Life balance -Unlimited PTO, great 401K, Health benefits, wellness days -Remote work or Hybrid -Leadership views you as a valued employee and not a number

      Cons

      -Pay not extremely competitive -Hybrid work is not ideal for someone wanting remote

      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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