Used to be great but was ruined when Vista came - Sales PlanSource Employee Review

2.0
Dec 16, 2024
Recommend
CEO approval
Business Outlook

Pros

Great Middle Management and Benefits

Cons

Pay is below industry average Commissions never paid on Time Leadership prioritizes pre-existing relationships over performance. Long-term employees not valued and most have been pushed out. Very likely to be sold in 2025

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PlanSource Response
1y
Thank you for sharing your feedback. We are grateful for your candid comments and take all feedback seriously, as it helps us identify opportunities to grow and better support our employees. We regularly review our pay and recognition practices to assure we pay for performance and share appreciation for higher performers and long-term team members. We also understand how crucial timely and accurate commission payments are and based on feedback, we are actively working on improving our processes and systems to address this concern. Our focus remains on building a sustainable and thriving organization for both our employees and customers. Listening to our employees is integral to our success, and we leverage open communication through multiple channels to ensure all voices are heard. Thank you again for your feedback. PlanSource HR

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.

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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
Jan 14, 2026
Recommend
CEO approval
Business Outlook

Pros

Remote or Hybrid work schedule, if you live outside of the city limits. Unlimited PTO policy, but is PTO ever unlimited.

Cons

There is not much room for advancement, if you’re not connected. Most of middle management and above are not POC. All the strong POC leaders were here today, gone the next day! The staff is overworked and underpaid. Only way to receive a higher salary is to resign and reapply. I survived a few CEOs, and once this last one came in all the tenured staff were being let go. Normal, if a new Executive comes in but there people were 15+ years in. This new PlanSource does not seem as if it cares much for their employees. Most of the workload is being outsourced to India. I’ve seen good, hardworking dedicate people get axed during my time! Not sure they’re invested in retaining good talent! Definitely a swim or sink culture, You will not get much help with learning the Benefits Admin system. It’s sort of a self-guided dive in approach.

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PlanSource Response
4mo
Thank you for sharing your perspective and for the time you spent contributing to PlanSource. We appreciate the candor that comes from firsthand experience and long tenure. As the company continues to evolve, we remain committed to supporting our people and creating an environment where employees can succeed and grow. Your feedback is heard and valued. We wish you continued success and all the best in your next chapter. — The PlanSource Team
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