PlanSource Employee Reviews
Out of 1261 PlanSource employee reviews, 93% were positive. The remaining 7% were constructive reviews with the goal of helping PlanSource improve their work culture.
Briefly describe your overall experience at your company
So far all is well and I like learning and growing in this company.
Review from Admin Dept
Review from Operations Dept
What do you like best about the leadership team?
very supportive and helpful with the onboarding process
Review from Legal Dept
Transparency as it relates to our future plans
Review from Operations Dept
Everyone here is incredibly transparent and brings the energy. It really feels like a great place to work.
Review from Sales Dept
They’re not only invested in the company, but also in their employees. They appear genuine
Review from Customer Support Dept
The leadership team is approachable.
Review from Product Dept
What does the leadership team need to get better at?
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
What is the best part about your compensation package?
that there is room for growth.
Review from Legal Dept
compensation they pay me for working
Review from Operations Dept
Great salary and achievable OTE
Review from Sales Dept
The benefits offered emphasize mental health and self-care, empowering employees to show up as their best selves. Additionally, it supports professional development, encouraging continuous growth and learning.
Review from Customer Support Dept
My overall salary is the best part
Review from Sales Dept
Why do you feel undervalued and what would make you feel better about your compensation?
Same job title and responsibility at other companies have higher salary.
Review from Operations Dept
I sometimes feel undervalued because my compensation doesn’t fully reflect the level of responsibility I carry, the impact of my contributions, or the market value for similar roles. Recognition is important, but fair and
Review from Finance Dept
The pay is a little on the lower end of the job market. But it is semi-fine due to the flexibility offered
Review from Engineering Dept
Granted it is my first year with PlanSource. I came from a small business where i was an IT Director for several years. After we sold, i was lucky enough to fall into PlanSource. My goal is to build out a department, however i feel undercompensated for my experience and what i bring to the table.
Review from Product Dept
I would love to have better compensation, when I transitioned from contracted empoyee to regular my salary went dow, now is less with the benefits.
Review from Admin Dept
What are some of the best things about your team?
They are so nice and want to help.
Review from Admin Dept
they are willing to help and train
Review from Legal Dept
my team does the best they can
Review from Operations Dept
Everyone is always willing to jump in and help one another out. It truly feels like a team effort.
Review from Sales Dept
We collaborate to help one another problem solve.
Review from Customer Support Dept
What do your coworkers need to improve and how could you work together better?
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
Communication, trust and focus on driving forward. Together is most important!
Review from HR Dept
What is most positive about the culture and environment at your company?
Everyone seems to love it here and that makes for a happy environment.
Review from Admin Dept
friendly group of people and a great team that wants each individual to succeed
Review from Legal Dept
it is a small company with family feel
Review from Operations Dept
I feel like I can go to almost anyone on the team for help and everyone has a great attitude about pitching in.
Review from Sales Dept
Everyone seems welcoming and genuine.
Review from Customer Support Dept
What needs to change to make the company culture better?
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
What did you like most about the interview process?
There aren't any Interviews reviews of PlanSource yet.
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What would you improve about your company's interview process?
There aren't any Interviews reviews of PlanSource yet.
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What makes you most happy at work?
Being busy and learning new things as I am a new EE.
Review from Admin Dept
flexibility of my work and schedule.
Review from Legal Dept
i enjoy seeing people thrive in their roles
Review from Operations Dept
Working with great people and having a product that is fun to sell
Review from Sales Dept
Collaborating with my team and the work environment.
Review from Customer Support Dept
What's going wrong and how can it be improved?
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
What do you like best about your company?
There aren't any Outlook reviews of PlanSource yet.
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What would you most like to see improved at your company?
There aren't any Outlook reviews of PlanSource yet.
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