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      PlanSource

      Engaged Employer

      PlanSource Client Support Associate reviews

      3.1

      12% would recommend to a friend

      (13 total reviews)
      avatar

      Mike Morini

      Not enough data to show CEO approval

      Ratings by demographic groups

      Reviews by job title

      13 reviews
      5.0
      Feb 15, 2021

      Great Company - A few growing pains

      Client support associate
      Recommend
      CEO approval
      Business Outlook

      Pros

      PlanSource has been a great experience thus far! My particular department has been busy, but I enjoy the pace at which I work at. Additionally, there is so much growth happening at PlanSource, so professional upward mobility is highly likely. PS: Recruiters Liz and Kristen were wonderful through the process of interviewing last year!

      Cons

      The company is growing at a fast rate, which can leave some areas not as equipped to deal with the quick work volume increase.

      avatar
      PlanSource Response
      5y
      Thank you so much for this feedback! We are so happy to hear that you've had a great experience so far and that you had a positive interviewing experience as well. We can't deny the fact that we are growing fast, which sometimes does bring the growing pains. We appreciate the suggestions to hire and adjust departments to fit our needs. Believe it or not, we are hiring 75+ people just in the area of the organization where you work! We have recognized the need and help is on the way. We absolutely agree that as we continue to scale all the growth we've experienced, we will be on top. And we will have awesome employees like you to thank for that! Thanks again for taking the time to share. Liz Chavez Talent Acquisition Manager
      3.0
      Dec 27, 2020

      Decent

      Account manager
      Recommend
      CEO approval
      Business Outlook

      Pros

      Remote, PTO, paid holidays, bonus

      Cons

      Too much work for each employee to do

      avatar
      PlanSource Response
      5y
      Thanks so much for your feedback. We completely agree with your assessment, both positive and negative; right now there’s much too much work to go around. Fortunately, we have a HUGE hiring plan in place to address this. We’re looking to fill over 80 new positions in Customer Success as we speak. If you know of anyone who is interested in joining our fast-growing organization with all of the positives that you call out in your post, we’d love it if you recommended them to us. And while I don’t know the circumstances of your departure, if you’d like to chat, I’m happy to do so, just reach out and we’ll grab time ASAP. Mark Papp SVP of Customer Success
      5.0
      Jan 9, 2019

      Best Company I've Ever Worked For

      Account manager
      Recommend
      CEO approval
      Business Outlook

      Pros

      work/life balance support, support, SUPPORT! fair pay opportunities for professional growth support for personal growth management that HEARS your concerns and actually takes ACTION awesome co-worker culture that promotes strong work ethic while also having fun

      Cons

      not really a con, more the name of the benefits game... Q4 can be crazy, you'll definitely work a few extra hours here and there, but it is all to ensure our clients feel supported, which will only help solidify the client's decision to work with PlanSource.

      avatar
      PlanSource Response
      7y
      Um, WOW. :) Thank you so much for this phenomenal review! At PlanSource, we literally strive to hit the mark on all of the Pros you've listed above. We support work/life balance (in fact, we've been voted Top 100 Companies for Families for 6 consecutive years & Best Workplaces for Commuters 4 years in a row), and we really do support your professional and personal growth. Culture is huge for PlanSource and we live by our core values: Change is Good; Disruptive Change can be even better/ Having fun is an important part of anything worthwhile/ Empowerment leads to improvement/ Exceptional Customer Experience is a key to growth. Thank you so much for all of your efforts and we couldn't be who we are without YOU!
      Viewing 10 - 12 of 13 Reviews
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