PlanSource Client Analyst reviews

3.0

15% would recommend to a friend

(15 total reviews)
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Mike Morini

Not enough data to show CEO approval

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).

Reviews by job title

15 reviews
2.0
Apr 4, 2024
Recommend
CEO approval
Business Outlook

Pros

Great people and great manager

Cons

Out of touch top leadership, forced to work in office twice a week, low pay, never a full bonus payout though company claims to do well financially

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PlanSource Response
2y
Thank you for taking the time to share your perspectives on the transition to two days a week in the office. Your feedback is appreciated as we navigate this change. Our decision is based on how we can best support the development of our team members, deliver exceptional client service, and still allow the flexibility that is so important to our teams. We understand it may not be one that every Operations team member is willing to join us on. We’re delighted to hear that your manager has been a positive influence. Great managers play a pivotal role in employee satisfaction and development. Your feedback matters, and we’re committed to making meaningful changes. If you have further suggestions or concerns, please don’t hesitate to your manager or a member of the HR team. Together, we’ll create a better workplace experience for everyone.
4.0
Mar 25, 2024
Recommend
CEO approval
Business Outlook

Pros

Great Supervisors, Unlimited PTO, Partial WFH,

Cons

Executives are disconnected and use punitive measures

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PlanSource Response
2y
Thank you for sharing your feedback with us. We appreciate your positive comments about the support provided by our supervisors and your satisfaction with our benefits and the flexibility of being a PlanSource team member. We apologize if you’ve felt a disconnect with our executives. As a part of our commitment to transparency, our Executive team regularly hosts departmental and company-wide town hall meetings. During these sessions, team members are encouraged to submit questions, and we strive to provide prompt and meaningful responses. Additionally, our open-door policy ensures that anyone can approach HR or an Executive-level team member with questions or concerns. We encourage you to reach out to an executive or HR to discuss your concerns further, we would welcome the opportunity to chat with you. Thank you for being part of our team.
5.0
Jan 22, 2024

Great place to work

Recommend
CEO approval
Business Outlook

Pros

Really enjoyed working at Plansource and the benefits are great.

Cons

Sometimes the company as a whole is focused on making more money then assisting clients.

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PlanSource Response
2y
Thank you for taking the time to share your feedback. We are pleased to hear that you are enjoying the journey working at PlanSource and appreciate our benefits package. We take all feedback seriously, including your concern about our focus on financial success versus client satisfaction. We strive to maintain a balance between our financial goals and providing exceptional service to our clients. We are continuously working to improve our process and ensure that team member & client satisfaction remain the top priority. Your input is valuable as we work towards achieving balance. If you have any specific suggestions or further feedback, we’d love to hear them. Thank you for sharing your thoughts. -HR Team
Viewing 4 - 6 of 15 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.