Is PlanSource a good company to work for as a Client Analyst?

Client Analyst professionals working at PlanSource have rated their employer with 3.0 out of 5 stars in 15 Glassdoor reviews. This is a lower than average score with the overall rating of PlanSource employees being 3.5 out of 5 stars. Search open Client Analyst Jobs at PlanSource now and start preparing for your job interview by browsing frequently asked Client Analyst interview questions at PlanSource .

Does PlanSource pay Client Analyst employees well?

Client Analyst professionals rate their compensation and benefits at PlanSource with 3.4 out of 5 stars based on 15 anonymously submitted employee reviews. This is 5.7% worse than the company average rating for salary and benefits. Find out more about Client Analyst salaries at PlanSource.

How happy are Client Analyst professionals working at PlanSource?

15% of Client Analyst employees at PlanSource would recommend their employer to a friend. This rating has decreased by 74% in the past 12 months. Client Analyst professionals have also rated PlanSource with a 3.5 rating for work-life-balance, 3.0 rating for diversity and inclusion, 3.2 rating for culture and values and 2.8 rating for career opportunities.

What are the top reviewed jobs at PlanSource?

Configuration Analyst (10) , Account Manager (9) , Project Manager (9) , EDI Configuration Analyst (8) , Sales Consultant (8) , Project Coordinator (6) , Sales (6) , Software QA Engineer (6) , Business Analyst (4) , Client Support Specialist (4) , Manager (4) , Product Owner (4) , Salesforce Administrator (4) , Software Engineer (4) , Analyst (3)

What are the pros of working at PlanSource according to real employee reviews?

"Work Life Balance is good" ((in 25 reviews)); "Great people at the company and set me up for success." ((in 23 reviews)); "They also had some great benefits working there." ((in 18 reviews)); "4. Helpful Management" ((in 15 reviews)); "Great employees and peer groups" ((in 14 reviews))

What are the cons of working at PlanSource according to real employee reviews?

"Pay is low and it's hard to move up internally." ((in 16 reviews)); "Salary is lower than most other companies regarding the job title" ((in 9 reviews)); "No clear path to become a manager." ((in 8 reviews)); "Very less compensation and no promotions." ((in 5 reviews)); "They’ve churned through so many reps and middle management the past few years and don’t set them up for success." ((in 4 reviews))

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PlanSource

PlanSource Client Analyst reviews

3.0

15% would recommend to a friend

(15 total reviews)

Mike Morini

Not enough data to show CEO approval

Ratings by category

3.5

Work/Life balance

3.4

Compensation and benefits

3.2

Culture & values

3.0

Diversity & inclusion

2.8

Career opportunities

2.5

Senior management

Client Analyst employees have rated PlanSource with 3.0 out of 5 stars, based on 15 company reviews on Glassdoor. This indicates that most Client Analyst professionals have an average working experience there. PlanSource is rated in line with the average (within 1 standard deviation) by Client Analyst professionals compared to other employers within the Information Technology industry (3.7 stars).

Ratings by demographic groups

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Reviews by job title

15 reviews

3.0

Jan 14, 2026

Good Perks, Low Wages

Account manager

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.

PlanSource Response

5mo

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

3.0

Dec 16, 2024

Alright place to work

Client analyst

Recommend

CEO approval

Business Outlook

Pros

Good pto. Coworkers are all amazing

Cons

Terrible organization and training is non existent.

PlanSource Response

Thank you for sharing your feedback. We’re glad to hear that you appreciate our PTO policy and enjoy working alongside your amazing coworkers. Building a strong team culture is something we truly value. That said, we regret to hear about your concerns regarding the organization and training. We recognize that a well-structured training program and clear organizational processes are essential for setting employees up for success. Over the past few months, we’ve been actively working on improving our training resources and introducing more streamlined processes to better support both new and existing team members. Your feedback is invaluable, and we encourage employees to share their thoughts and suggestions directly with leadership or HR so we can continue to improve. Thank you for taking the time to share your experience, and we are committed to addressing these areas as we work toward creating an even better workplace. PlanSource HR

3.0

May 14, 2024

It is okay

Account manager

Recommend

CEO approval

Business Outlook

Pros

Flexible work time unlimited pto great management

Cons

lack of compensation no up word movement

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