PlanSource reviews

3.5

60% would recommend to a friend

(388 total reviews)
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Mike Morini

56% approve of CEO

57% positive business outlook

PlanSource has an employee rating of 3.5 out of 5 stars, based on 388 company reviews on Glassdoor which indicates that most employees have a good working experience there. The PlanSource employee rating is in line with the average (within 1 standard deviation) for employers within the Information Technology industry (3.7 stars).

Reviews by job title

388 reviews
5.0
Oct 23, 2025

Proud to work at PlanSource

Recommend
CEO approval
Business Outlook

Pros

One of the best executive leadership teams in the business, approachable, bringing in the right talent, making decisions in the best interest of our customers and business. Flexibility and work life balance. Incredible proprietary platform that is getting better every day!

Cons

Would like more face time with ELT

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PlanSource Response
7mo
Wow! Thank you for taking the time to share such an inspiring review and for your incredible eight years with PlanSource! Your recognition of our proprietary platform and the progress being made means a lot to everyone involved in building it. We also appreciate your feedback about wanting more face time with our Executive Leadership Team. We are actively and intentionally introducing some new ways to make that connection across all levels and departments to build on what is in place. Thank you again for your leadership, tenure and contributions to our success. We're proud to have you on this journey and excited for all that's ahead as we continue investing in our people and product. - The PlanSource Team
5.0
Oct 23, 2025
Recommend
CEO approval
Business Outlook

Pros

Flexibility, winning culture, collaboration and working with people you learn from. Everyone in on building the best experience for our customers and enjoying work while we do it.

Cons

None to share. We are in a good place

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PlanSource Response
7mo
Thank you for taking the time to share such a thoughtful and energizing review and for your more than five years of leadership at PlanSource! It's especially rewarding to know that our shared focus on delivering the best customer experience is being felt across teams. We also appreciate your feedback about connecting more often with our Operations teams in the field. Building alignment and visibility across all areas of the business remains a top priority and your suggestion is a great reminder of how valuable those direct conversations can be. Thank you again for your continued leadership, positivity and impact. - The PlanSource Team
5.0
Oct 16, 2025

Inspiring Culture, Supportive Leadership, and Room to Grow

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

The people: one of the reasons why I joined this company was the people, and more and more amazing people are joining us every day. The energy and excitement with the renewed leadership is palpable. Managers here genuinely care about your success and well-being. Feedback is constructive, and leadership is approachable and transparent.

Cons

No major cons. Like any company, there are growing pains, but leadership is proactive in addressing concerns.

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PlanSource Response
7mo
Thank you for taking the time to share such an inspiring review! We're thrilled to hear that our people, culture and renewed leadership energy are standing out in your experience. As you mentioned, growth brings its share of challenges, but we're proud that our leadership and teams are tackling them with openness and intention. The momentum you describe is exactly what's driving us forward as we continue to invest in our people, strengthen our culture and create opportunities for everyone to thrive. Thank you again for being part of this exciting chapter and for helping us build a company where passion, innovation and teamwork define every day. - The PlanSource Team
Viewing 19 - 21 of 388 Reviews

Glassdoor has 411 PlanSource reviews submitted anonymously by PlanSource employees. Read employee reviews and ratings on Glassdoor to decide if PlanSource is right for you.