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      PlanSource

      Engaged Employer

      PlanSource reviews

      Great company for WFH - Contract Renewals Representative PlanSource Employee Review

      4.0
      Oct 4, 2023
      Contract renewals representative
      Recommend
      CEO approval
      Business Outlook

      Pros

      they set you up for success

      Cons

      hard to understand computer system

      avatar
      PlanSource Response
      2y
      Thank you for sharing your feedback about your experience at PlanSource. We’re glad to hear that you feel supported and set up for success at PlanSource. However, we understand your frustration with the complexity of our computer system. We strive to provide user-friendly tools and resources to support our employees in their roles. Please reach out to your leader for attention support and training. Thank you for being a part of the PlanSource team. We look forward to addressing any concerns and ensuring a smoother experience moving forward! - HR Team

      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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