PlanSource reviews

3.5

60% would recommend to a friend

(389 total reviews)
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Mike Morini

56% approve of CEO

57% positive business outlook

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
3.0
May 5, 2021

Missing the old PlanSource

Recommend
CEO approval
Business Outlook

Pros

PlanSource Platform Operations team (i.e. account management and the directors)

Cons

Tone deaf leadership - senior and executive leaders No work-life balance High turnover High earnings company but no raises and low pay for the individual contributors No loyalty to those who helped build processes that worked; big promises and zero return Loss of PS culture with acquisitions

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PlanSource Response
5y
Thanks so much for your candid feedback. I can see how “the good old days” are desirable. Change can certainly be uncomfortable, especially the type of transformational change we’re leading at PlanSource to do the best for our employees and our customers. But change can also lead to opportunity, as we’re seeing here. So far in 2021 we’ve seen 20+ Customer Success employees promoted, with increases in both responsibility and compensation. We need leaders at all levels in our organization who are excited to drive transformation, and for those that can rise to the challenge there will continue to be both current rewards and future growth, both within PlanSource and the broader Vista ecosystem. As a proof point, you can look not just at your peers in Customer Success who have been promoted but also at the broader PlanSource leadership team and see how many people are on their second or third Vista role, each with increasing levels of responsibility. We value performance and caring for our employees, and this leads to growth and success for everyone! Thanks again for taking the time to give us feedback, we do appreciate it, and hearing the negative ways our transformation efforts are being perceived is helpful for us so that we can continue to improve. Cheers! Mark Papp SVP of Customer Success
3.0
May 4, 2021

Nothing to add.

Recommend
CEO approval
Business Outlook

Pros

Work remotely. Tech intensive. Opportunity.

Cons

Depending on who you knew that job was good.

3.0
May 3, 2021

Ask Clarifying Questions

Recommend
CEO approval
Business Outlook

Pros

Remote work Employee-facing HR staff is genuinely concerned about employees Nice swag

Cons

Misleading job titles: "Business Analyst", "Project Manager", and Program Manager" are used for associate level roles--perhaps to make up for poor salaries. Salaried/exempt employees are expected to work overtime regularly—some roles more than others. The burdens of poor decisions at the executive level are placed on front-line staff and middle management.

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PlanSource Response
5y
Thank you for taking the time to write a review and for your service at PlanSource! I agree with you that PlanSource has a great HR team and the flexibility to work remotely is great. We care about our employees and our clients. I would like to address a couple of your other comments. PlanSource is a fast growing company and with that come some good challenges. Over the past year, we have been making significant investments to strengthen our organization and help us scale for greater success – simplifying and automating our processes, focusing on internal growth and promotions, helping our employees with change management, training and also supporting them in a variety of ways as the pandemic has progressed. I am sorry that you felt that job titles were not aligned to the role at hand, I would encourage team members that feel that way to address those concerns with HR or their manager. 2020 has provided a good learning experience allowing us to make major changes to our staffing model. We are hiring more than 250 positions right now globally and know this will set us up for success in 2021 and beyond. We know that our busy season is difficult and we are preparing for that ahead of time to try to alleviate that pressure in Q4. Individual and leadership accountability is critical to success and growth in a company. We would never intentionally put unrealistic expectations on team members and would urge anyone that feels that way to speak up to their manager or a member of the ELT team. Lastly, we always encourage team members to share their ideas with leaders on how we can improve processes or policies. Thank you again for taking the time to write a review and we wish you the best of luck in your future endeavors. Alan Primeaux Chief Operating Officer
Viewing 262 - 264 of 389 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.