The HR team is one of a kind - the leadership of Jodie Ortiz is unmatched by any other individual in the company and PlanSource is lucky to have her!
Cons
The compensation could be more competitive - not only for HR team but for other lower leveled employees.
PlanSource Response
8mo
Thank you for taking the time to share your experience and for the kind words about your team. We're thrilled to hear that your time at PlanSource was positively shaped by the leadership who strive to be supportive, impactful and committed to empowing others and it's wonderful to know that stood out during your experience. We also appreciate your honest feedback regarding compensation. We recognize that competitive pay is a critical part of the employee experience and continue to review our practices to ensure fairness and alignment with market trends. We wish you all the best in your next chapter and are grateful that you've been part of the PlanSource story.
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.
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
Current employee, more than 3 years
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