PlanSource reviews

Thank you for taking the time to provide a balanced and thoughtful review of working at PlanSource. It is great to know that there were many positive aspects you experienced in your journey with PlanSource, and we are dedicated to looking at the areas you call out for improvement. We have been mapping out a strategy for many improvements and wish that you had stayed with us to experience the unlimited PTO, additional wellness days and paid parental leave we are now offering. Lastly, your comments about viewing the team as machines and feeling abused are very important to us and we would like to learn more if you feel comfortable. Please reach out to us if you would like to share more. Sharon Brand Chief People Officer

Thank you for taking the time to share your experience while working at PlanSource. We always love to read about our amazing team and are glad that the people you worked with were kind, friendly and willing to help. We agree, it can be a culture change when moving between professional environments like retail into SaaS and it is not for everyone. All great cultures strive for honesty, transparency, and great communication with their teams; so, it does give us something to think about if our responses come across as nothing-speak. We strive for open communication and have continued to host regularly scheduled company-wide town hall meetings where team members are encouraged to submit anonymous questions to be answered. We also have an open-door policy that means anyone can come to HR or an Executive level team member with any questions or concerns. We wish you the best as you find the path that works for you. Alan Primeaux Chief Operating Officer