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      PlanSource

      Engaged Employer

      PlanSource reviews

      Comnpany needs help - Regional Sales Executive PlanSource Employee Review

      2.0
      Mar 11, 2024
      Regional sales executive
      Recommend
      CEO approval
      Business Outlook

      Pros

      Fun people, decent technology, appropriate culture

      Cons

      leadership needs to lead. operations needs to keep up with sales

      avatar
      PlanSource Response
      2y
      Thank you for your feedback. We're pleased you enjoyed our positive culture and technology. We acknowledge your concerns about leadership and sales support and are actively working to address any areas that may not align with our company's goals and culture. We take your feedback seriously and want to continue to make PlanSource a great place to work. Best wishes for your future endeavors. We take your feedback seriously and want to continue to make PlanSource a great place to work. - 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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