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      PlanSource

      Engaged Employer

      PlanSource reviews

      Good Vibes - Sales PlanSource Employee Review

      5.0
      Aug 9, 2024
      Sales
      Recommend
      CEO approval
      Business Outlook

      Pros

      Exciting time to be at PS. Our new CEO is promising and has led similar organizations to great heights. Mike is humble yet seasoned and well equipped to take PS to the next level. In addition, Mike is bringing in additional leaders who know the space well. The opportunity excites me and am excited to see where PS is a year from now. - great benefits and unlimited PTO - transparent leadership - great partner ecosystem - fair compensation and employee recognition - growth and career trajectories

      Cons

      It’s not perfect, we are in growth mode however this means great opportunity.

      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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