PlanSource Customer Success Department Employee Reviews

I'm relatively new, but looking forward to seeing exciting things here at PlanSource!!!!

Review from Customer Success Dept · Posted 21 days ago

Very positive experience where I'm challenged every day but am supported by my manager and executive leadership.

Review from Customer Success Dept · Posted 21 days ago

Over the past 5 years (almost), I have grown with the company from my initial CSM role to now a Customer Success Manager position. My experience has been mostly positive, now seeing opportunities for development and delivering meaningful value to clients and internally within PS.

Review from Customer Success Dept · Posted 21 days ago

Amazing company to work for. Tanya, Mark, and Jen are amazing

Review from Customer Success Dept · Posted 22 days ago

I feel very valued here with my coworkers and my manager. I've never felt afraid or embarrassed to ask for help

Review from Customer Success Dept

There is a clear and transparent process and goals set for process improvement.

Review from Customer Success Dept · Posted 21 days ago

I like their level of transparency.

Review from Customer Success Dept · Posted 21 days ago

Clear goals and seem to be driven towards reaching specific milestones.

Review from Customer Success Dept · Posted 21 days ago

Very down to earth and always willing to listen to their employees

Review from Customer Success Dept · Posted 22 days ago

the leadership team shares updates regularly

Review from Customer Success Dept · Posted 22 days ago

It appears that leadership is too invested in profits. They are so invested in the bottom line of making more money of the clients and they are not the ones that have to deal with the backlash.

Review from Customer Success Dept

Compensation at market rate. More opportunities to increase salary via promotion. Capping people at a percentage of their current rate no matter the new role and responsibilities is adding fuel to the attrition fire

Review from Customer Success Dept

Empowering leaders; not micromanaging; clear metrics for goals

Review from Customer Success Dept

The people at PlanSource are amazing. Our service team is great, caring for the clients. My manager is the best and I will follow her anywhere. Unfortunately, our C Suite is ruthless and are making short sighted decisions that aren

Review from Customer Success Dept

It's very balanced in approach. I don't have *1* key aspect, it's the wholistic package that works for me.

Review from Customer Success Dept · Posted 21 days ago

I love the Unlimited PTO

Review from Customer Success Dept · Posted 21 days ago

I appreciate the bonus after each open enrollments - just something the company does to show they understand all of the extra hours we put in

Review from Customer Success Dept

benefits are not consistent for remote employees.

Review from Customer Success Dept

Benefits are the best part

Review from Customer Success Dept

I would appreciate if PlanSource offered more competitive compensation. I have seen several former colleagues leave to similar roles at other companies that provide higher pay and fully remote opportunities.

Review from Customer Success Dept · Posted 21 days ago

Cheaper medical insurance. Also to offer a plan for families only. I know it is different but some of us are disabled veterans and only need coverage for dependents. Also better pay, that's always a plus

Review from Customer Success Dept · Posted 22 days ago

Higher pay for employees pulling the more weight

Review from Customer Success Dept · Posted 22 days ago

I don't get enough credit for what I do. I go above and beyond. I get compensated by getting more work, cleaning up after someone else mess. Tenured here doesn't mean a thing

Review from Customer Success Dept

Better 401 k plan, and other companies pay more for my position with less responsibilities.

Review from Customer Success Dept

Many people are new, but everyone seems very eager to learn and do a great job for clients.

Review from Customer Success Dept · Posted 21 days ago

They way they collaborate with each other.

Review from Customer Success Dept · Posted 21 days ago

They are very collaborative and friendly, they are genuinely interested in sharing more about their lives and it makes work more fun to know that we can get things done but have each other's back

Review from Customer Success Dept · Posted 21 days ago

The team here is always willing to help and step in

Review from Customer Success Dept · Posted 22 days ago

The team is willing to help each other where needed

Review from Customer Success Dept · Posted 22 days ago

Improve client service by fostering a more customer-focused mindset. Teams should prioritize responsiveness and collaboration rather than resisting client requests. Timely execution and accountability would also enhance our efficiency and help strengthen our reputation.

Review from Customer Success Dept · Posted 21 days ago

Give reasonable turnaround times. Respect each other.

Review from Customer Success Dept

People are encouraged to share public positive feedback about each other, share information, and always to improve processes within the company.

Review from Customer Success Dept · Posted 21 days ago

Treating fellow employees with respect and kindness.

Review from Customer Success Dept · Posted 21 days ago

A collaborative team environment with knowledgeable teammates who are will to support each other. There is a strong foundation here of experience and dedication and most employees genuinely care.

Review from Customer Success Dept · Posted 21 days ago

The culture here is the best I have seen in the industry. The leadership is always able to step in when needed and support

Review from Customer Success Dept · Posted 22 days ago

Seem to be on the cutting edge of enhancements

Review from Customer Success Dept · Posted 22 days ago

I was hired on as a remote employee however now have 2 mandatory days in office however there is no one from my team in the office. It makes it lonely to come in and cost me more in gas to come into the office twice a week.

Review from Customer Success Dept

Knowing that I truly have the ability to be successful.

Review from Customer Success Dept · Posted 21 days ago

Partnering with clients to solve their complex challenges.

Review from Customer Success Dept · Posted 21 days ago

Successfully solving problems for and with clients is where I find the most satisfaction. Delivering efficient solutions, meeting both client and my goals and know that my work contributes to a positive client experience makes me happy.

Review from Customer Success Dept · Posted 21 days ago

The people I work with and the opportunities

Review from Customer Success Dept · Posted 22 days ago

getting projects complete and off my desk

Review from Customer Success Dept · Posted 22 days ago

Actually start caring about relationships with brokers and clients. The company has shifted too much to caring about numbers and ROI and implementing increases 'because we can'. Just because we can doesn't mean we should.

Review from Customer Success Dept

Trust managers to manage their responsibilities

Review from Customer Success Dept