PlanSource Employee Reviews

This company has evolved over recent years, striving to prioritize the care of our clients by delivering products in a timely and proper manner, in accordance with their specific needs.

Review from Sales Dept · Posted 11 days ago

This is the first place I have ever worked where I was made to feel like an equal. Where my work was not considered of secondary importance, something "anyone could do". I have a real sense of investment in the things for which I am responsible, and am proud of my accomplishments.

Review from Engineering Dept · Posted 12 days ago

I feel my voice is hear and my achievements are recognized, I also receive meaningful feedback to help me grow in my career.

Review from Sales Dept · Posted 13 days ago

Overall- PlanSource is a great place to work. The culture here has changed tremendously over a relatively short period of time and I enjoy being a part of the new PlanSource. For the first time in a while, it feels like we have purpose and can impact our customers in a very positive way

Review from Sales Dept · Posted 13 days ago

A great company with strong technology and vision, brought to life by incredible people working together toward a shared mission we are genuinely excited about.

Review from Engineering Dept · Posted 15 days ago

Professionalism, Customer Care and Hard working profiles

Review from Sales Dept · Posted 11 days ago

Our ELT has the industry knowledge to make decisions that align to what our clients and our company needs to be successful.

Review from Sales Dept · Posted 11 days ago

They don't treat us like cogs. I reach out to any member of the team if I have a question or an issue, and I will get a real response back from them in as timely a manner as possible. Even the CEO.

Review from Engineering Dept · Posted 12 days ago

Transparency, Industry Experience, and Innovative

Review from Operations Dept · Posted 13 days ago

Open and honest communication, I know the goals of the organization and our path to attain them.

Review from Sales Dept · Posted 13 days ago

I don't have any comments at this time.

Review from Operations Dept

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

Create, drive & embody a mission vision values that matters

Review from HR 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

Compensate their employees appropriately and invest from within.

Review from Sales Dept

It is right and necessary.

Review from Sales Dept · Posted 11 days ago

Unlimited PTO and the company pays a large chunk of my health insurance, which means a great deal to me, financially.

Review from Engineering Dept · Posted 12 days ago

The ability to earn a variable component with an upside if things go really well.

Review from Operations Dept · Posted 13 days ago

Flexibility and the HR team listens to feedback and adjusts as needed each plan year.

Review from Sales Dept · Posted 13 days ago

I have the ability to earn based on what I produce

Review from Sales Dept · Posted 13 days ago

I believe I am currently underpaid for my role based on market comparisons I've researched. After reviewing salary data from multiple reputable sources, I've found that professionals in similar positions, with comparable responsibilities are earning higher compensation at other companies.

Review from Operations Dept · Posted 12 days ago

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 16 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 17 days ago

Fair pay per market value, gender equality, seniority, and without the clear favoritism that is also given.

Review from Engineering Dept · Posted 17 days ago

Higher pay for employees pulling the more weight

Review from Customer Success Dept · Posted 17 days ago

Efficiency, good humor, and professionalism

Review from Sales Dept · Posted 11 days ago

We have a great sense of community. Everyone leans in to help one another out.

Review from Sales Dept · Posted 11 days ago

Everyone is as passionate about UI/UX as I am. We all treat one another with respect, consideration, and kindness, including when it comes to asking for (or receiving) feedback.

Review from Engineering Dept · Posted 12 days ago

Our US team is fantastic

Review from Operations Dept · Posted 12 days ago

For the most part everyone has each other's backs day to day and collaboration is trending positively.

Review from Operations Dept · Posted 13 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 16 days ago

Collaboration and increased employee happiness/retention focused on remote employees.

Review from Operations Dept

Coworkers are productive, however they need to answer emails timely.

Review from Customer Support Dept

Embody mission vision and values & work together.

Review from HR Dept

Professional boundaries need to be practiced.

Review from Sales Dept

Clear objectives, doing what is right, and prioritizing the care of our clients.

Review from Sales Dept · Posted 11 days ago

The work I do is valued as just as important as any other form of development (front end vs back end). There is no "competition" between any of devs or dev teams - we are all working together, not trying to one-up each other. Everyone is willing to help anyone else, if they can.

Review from Engineering Dept · Posted 12 days ago

Collaborative, we are always willing to jump in and help each other out and also fun, I really enjoy my team.

Review from Sales Dept · Posted 13 days ago

People at PS typically show up with a positive attitude and happy to help!

Review from Sales Dept · Posted 13 days ago

Great people, opportunities to build with cutting-edge technology, and meaningful cross-department partnerships demonstrating impact of work efforts in action.

Review from Engineering Dept · Posted 15 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

Clear direction on the changes coming to the company.

Review from Operations Dept

Create or identify a culture that drives outcomes. Drive it, sell it, reward it.

Review from HR Dept

when I work from home at this time due to the cost of gas.

Review from Operations Dept · Posted 10 days ago

It entails an investment of time, efficiency, and camaraderie to complete the required tasks.

Review from Sales Dept · Posted 11 days ago

Receiving positive feedback from our clients!

Review from Sales Dept · Posted 11 days ago

Being able to just do my work, and make progress. And being able to do it from the comfort of my own home, where it is quiet and without external distractions.

Review from Engineering Dept · Posted 12 days ago

The people, the culture, the excitement, the challenges.

Review from Operations Dept · Posted 13 days ago

Lack of support from team members. Lack of follow up from leadership about the lack of support from team members. Wrist slapping for taking on tasks that are not my day to day tasks rather than being praised and thanked for going the extra mile.

Review from Operations Dept

It is just slightly repetitive but that is just part of the day to day.

Review from HR Dept

I don't think it's a company issue more a personal one

Review from Operations Dept

I think that the updates to our executive leadership can be positive improvements, and I am open to seeing where they take PS. The past few years we have focused on bottom line and fine prints with clients and damaged a lot of relationships that we need to work to recover now.

Review from Customer Support Dept

Toxic culture, selfish leadership, no product ownership. It can be improved with respect, accountability and transparency.

Review from HR Dept