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      PlanSource

      Engaged Employer

      PlanSource reviews

      Management keeps this place going - Implementation Team Lead PlanSource Employee Review

      5.0
      Feb 18, 2021
      Implementation team lead
      Recommend
      CEO approval
      Business Outlook

      Pros

      PlanSource has an excellent upper management team that truly cares about the well being of the people. They make it a point to connect with each person to determine how everything is going and what support can be provided.

      Cons

      We have a lot of processes that are currently being re-evaluated to make the client experience better. This can lead to growing pains, but we are working through them.

      avatar
      PlanSource Response
      5y
      Wow--thank you for the feedback! We love hearing about your experience. We are so fortunate to work at an organization where the upper management really does care about each individual. And while we are in the middle of some process improvements, we do believe that each change is bringing us up to speed and setting us up for continued success in the future. Thanks for being on board for the ride! Liz Chavez Talent Acquisition Manager

      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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