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      PlanSource

      Engaged Employer

      PlanSource reviews

      3.5

      60% would recommend to a friend

      (389 total reviews)
      avatar

      Mike Morini

      56% approve of CEO

      57% positive business outlook

      Ratings by demographic groups

      PlanSource has an employee rating of 3.5 out of 5 stars, based on 389 company reviews on Glassdoor which indicates that most employees have a good working experience there. The PlanSource employee rating is in line with the average (within 1 standard deviation) for employers within the Information Technology industry (3.7 stars).

      Reviews by job title

      389 reviews
      1.0
      Aug 6, 2024

      RUN. RUN FAR AWAY.

      Client account specialist
      Recommend
      CEO approval
      Business Outlook

      Pros

      Direct management was fantastic, understanding, and accommodating when PS as a whole was not.

      Cons

      I've been with PlanSource a few years. I've heard that the company was fantastic to work for with incredible opportunities. That certainly is not the case anymore. PlanSource's leadership team has shown time and time again that it does not care about the happiness and wellbeing of it's lower level employees. The Executive Leadership Team (ELT) has shown this as recently as today where our new CEO went on a tirade full of disrespectful tones and by carpet bombing swear words throughout. The reason for being upset? He saw negative Glass Door reviews. This single action perfectly encapsulates the kind of treatment PS advocates for and is only getting more and more abusive by the day. The pay is trash; and the most recent round of increases gave you a 90% chance to get a 1% raise, regardless of how well your performance is marked. Raises seem to given based more on favoritism rather than merit. The fact that this is even an opportunity in 2024 is insane. This company is a sinking ship and is more concerned with filling it's cargo by squeezing their clients for every penny they're worth than fixing the gaping holes in it's hull.

      avatar
      PlanSource Response
      1y
      We’d like to address a few of the comments in your review. PlanSource is a great place to work, and our new leadership firmly believes our culture and customers are a priority. Our leadership team is committed to being transparent and we are asking the same from our employees. We want people to be here that want to be a part of a winning culture and feel comfortable voicing concerns internally so we can take appropriate steps as needed. Our pay for performance philosophy is comparable to, and in many cases, leads industry standards. It continues to be an important part of the way PlanSource recognizes the work of our team members who make a positive impact to our clients each day. Additionally, I can assure you the company is not a sinking ship and is doing well. We value our customers and employees and continually listen to feedback to improve. I would encourage you to reach out to an executive team member or HR to discuss your concerns in detail, we would welcome the opportunity. Sharon Brand Chief People Officer
      1.0
      Aug 6, 2024

      Under valued, under appreciated, over worked and then laid off

      Resource management specialist
      Recommend
      CEO approval
      Business Outlook

      Pros

      Unlimited paid time off, direct manager was awesome (she was also laid off)

      Cons

      No upward movement, no recognition for my team while watching sales be praised for over selling (which we then had to provide realistic expectations to customers), catty upper management, frequent ELT re-shuffling

      avatar
      PlanSource Response
      1y
      We appreciate your feedback and are committed to addressing the comments in your review. Whether our employees work in person or remotely, we continuously strive to enhance their experience. We strive to provide opportunities for upward mobility and many employees have been able to successfully grow their career at PlanSource. Additionally, we recognize the importance of employee recognition across our company and have invested in a global recognition platform that allows employees and leaders to recognize each other. Over the past two years, PlanSource has consistently earned recognition as a Great Place to Work. Additionally, we provide resources to promote a healthy work-life balance, including EAP assistance, PlanSource Cares, monthly Wellbeing events, and extra PTO days for wellness. We’re optimistic about PlanSource’s future and sincerely appreciate your contributions to our success. Best wishes in your future endeavors!
      4.0
      Jul 15, 2024

      Great company BUT...

      Manager of business development
      Recommend
      CEO approval
      Business Outlook

      Pros

      Great Benefits, fair enough pay, work life balance (for myself but not others), my direct leadership was always very open to speak candidly with.

      Cons

      Seems like the company is falling apart lately, many ELT, leadership, and even the CEO jumped ship at the end of 2023/ beginning of 2024. I should of seen the writing on the wall but decided to stay only for the company to downsize where I was let go. They let go many well performing and tenured employees in their sales dept, people who hit 100% + of their sales quotas last year or even YOY. Only to keep brand new reps with only several months on. Just didnt seem like a smart decision. CRM is a hot mess making reps lives so much more harder than it needed to be. In my 6 years there, the company always made it seem like the issues would be corrected and fixed but never were.

      Viewing 67 - 69 of 389 Reviews
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      ReviewsPlanSource reviews

      Glassdoor has 412 PlanSource reviews submitted anonymously by PlanSource employees. Read employee reviews and ratings on Glassdoor to decide if PlanSource is right for you.