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      PlanSource

      Engaged Employer

      PlanSource reviews

      A good place to work - Data Exchange Analyst PlanSource Employee Review

      4.0
      Dec 17, 2015
      Data exchange analyst
      Recommend
      CEO approval
      Business Outlook

      Pros

      Good benefits, more casual dress code, very independent work environment. Fast growing and very open to employee suggestions.

      Cons

      Work life balance can be an issue (mostly with this industry in general) Having combined vacation and sick time is a bummer, as it ends up being less overall.

      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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