Great time to be at PlanSource - Professional Services PlanSource Employee Review

5.0
May 20, 2025
Recommend
CEO approval
Business Outlook

Pros

Growth Opportunities, Excellent benefits & leadership

Cons

Former leadership wasnt a good fit.

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PlanSource Response
1y
We are grateful that you have been a valued member of the PlanSource team for over a decade! We’re thrilled to hear that you see strong growth opportunities, excellent benefits, and leadership that supports our mission. Your perspective as a long-tenured team member is especially meaningful, and we’re proud that the recent changes in leadership are resonating positively with employees like you. We also appreciate your honesty. Feedback like this helps reinforce how far we’ve come and the importance of continuing to evolve. Our focus remains on building a culture that values transparency, employee development, and continuous improvement—so that everyone at PlanSource feels empowered and excited about the future.

Explore other reviews about PlanSource

5.0
Jan 21, 2026
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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