PlanSource Claimed Company
PlanSource is a benefits administration technology and services company on a mission to make it easier for people to choose, use, and manage benefits through engaging, AI-powered experiences.
At PlanSource, we live by our SOURCE values: Service, Optimism, Urgency, Reliability, Curiosity, and Efficiency, and believe the best ideas come from bringing people with different views, backgrounds, and experiences together. Trusted by customers to power complex benefits programs at scale, our platform helps deliver clarity and confidence in every decision.
Winner of multiple Comparably awards spanning culture, happiness, diversity, and work-life balance and Great Place to Work certified, PlanSource is a place where you can make a meaningful impact while growing your career.
read more
Great company overall. Was hired as fully-remote position and loved the flexibility of the job even though pay does not match other companies. Unfortunately fully-remote was taken away earlier in year and after 6 months I still do not fully understand the purpose. Co-workers and leadership are great
Briefly describe your overall experience at your company
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.
What do you like best about the leadership team?
Clear goals and seem to be driven towards reaching specific milestones.
What do you like best about the leadership team?
Always available to help and listen to issues/concerns. Available for support at all times.
What makes you most happy at work?
Flexibility and fair-pay. At this point in my life, financial security drives me the most and would like to continue to grow within the PlanSource company
What is most positive about the culture and environment at your company?
Co-workers are great and are very supportive. No opinion on executive leadership at this moment as there have been a lot of changes and new people in important roles.
What is most positive about the culture and environment at your company?
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.
Why do you feel undervalued and what would make you feel better about your compensation?
Going rate for similar positions with other companies pay more and offer full-remote. Several people have left PlanSource to new companies doing similar roles for higher pay and/or full remote.
Why do you feel undervalued and what would make you feel better about your compensation?
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.
What do your coworkers need to improve and how could you work together better?
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.
What makes you most happy at work?
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.
Other Employee Reviews for PlanSource
×