PlanSource reviews

3.5

62% would recommend to a friend

(106 total reviews)
avatar

Mike Morini

56% approve of CEO

54% positive business outlook

Reviews by job title

106 reviews

Reviews about "Culture"

Return to all reviews
4.0
May 11, 2021

Lots of changes

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Flexibility to work remote if desired

Cons

LOTS of moving teams, leadership, roles.

avatar
PlanSource Response
5y
Thank you for the candid feedback! The year of 2020 brought a lot of unexpected change to companies and individuals across the globe. We recognize that change can feel difficult in the moment, but our goal has always been to make PlanSource the best it can be for its clients and employees. We are glad you had a positive experience overall. Thanks again for taking the time to share.
3.0
May 5, 2021

Missing the old PlanSource

Recommend
CEO approval
Business Outlook

Pros

PlanSource Platform Operations team (i.e. account management and the directors)

Cons

Tone deaf leadership - senior and executive leaders No work-life balance High turnover High earnings company but no raises and low pay for the individual contributors No loyalty to those who helped build processes that worked; big promises and zero return Loss of PS culture with acquisitions

avatar
PlanSource Response
5y
Thanks so much for your candid feedback. I can see how “the good old days” are desirable. Change can certainly be uncomfortable, especially the type of transformational change we’re leading at PlanSource to do the best for our employees and our customers. But change can also lead to opportunity, as we’re seeing here. So far in 2021 we’ve seen 20+ Customer Success employees promoted, with increases in both responsibility and compensation. We need leaders at all levels in our organization who are excited to drive transformation, and for those that can rise to the challenge there will continue to be both current rewards and future growth, both within PlanSource and the broader Vista ecosystem. As a proof point, you can look not just at your peers in Customer Success who have been promoted but also at the broader PlanSource leadership team and see how many people are on their second or third Vista role, each with increasing levels of responsibility. We value performance and caring for our employees, and this leads to growth and success for everyone! Thanks again for taking the time to give us feedback, we do appreciate it, and hearing the negative ways our transformation efforts are being perceived is helpful for us so that we can continue to improve. Cheers! Mark Papp SVP of Customer Success
5.0
Apr 19, 2021
Recommend
CEO approval
Business Outlook

Pros

PlanSource is a great company to work for, you will get great pay, benefits and PTO while enjoying a great culture.

Cons

Not really any cons to working here!

Viewing 52 - 54 of 106 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.