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      PlanSource

      Engaged Employer

      PlanSource reviews

      Ouch - Sales Representative PlanSource Employee Review

      1.0
      May 23, 2024
      Sales representative
      Recommend
      CEO approval
      Business Outlook

      Pros

      Good people on the team

      Cons

      It was like the hunger games

      avatar
      PlanSource Response
      2y
      We are pleased to hear you found our team to be composed of good people, and agree, PlanSource people are the best! Sales roles are not the right fit for everyone and can be challenging to navigate. Thank you for sharing your feedback, and best of luck on your next venture!

      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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