PlanSource Leadership Employee Reviews
What do you like best about the leadership team?
Professionalism, Customer Care and Hard working profiles
Review from Sales Dept · Posted 12 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 12 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 13 days ago
Transparency, Industry Experience, and Innovative
Review from Operations Dept · Posted 14 days ago
Open and honest communication, I know the goals of the organization and our path to attain them.
Review from Sales Dept · Posted 14 days ago
They are engaged. Clear about goals and objectives and hold everyone accountable
Review from Sales Dept · Posted 15 days ago
Approachable, adaptable, industry-savvy leaders who collaborate across teams, pivot when needed and are focused on what matters most.
Review from Engineering Dept · Posted 17 days ago
They lead with candor and transparency
Review from Sales Dept · Posted 17 days ago
There is a clear and transparent process and goals set for process improvement.
Review from Customer Success Dept · Posted 17 days ago
What I appreciate most about the leadership team is their transparency and authenticity. They communicate openly about priorities and challenges, and they show up as genuine, approachable leaders?
Review from Sales Dept · Posted 18 days ago
Collaborative, responsive, approachable and available
Review from Sales Dept · Posted 18 days ago
Pushing the needle to drive sales
Review from Customer Support Dept · Posted 18 days ago
I like their level of transparency.
Review from Customer Success Dept · Posted 18 days ago
Frequent updates about what's going on around the company.
Review from Engineering Dept · Posted 18 days ago
Clear goals and seem to be driven towards reaching specific milestones.
Review from Customer Success Dept · Posted 18 days ago
They are extremely transparent which motivates us towards our company goals.
Review from HR Dept · Posted 18 days ago
Their drive, ambition, honesty and willingness to help us win.
Review from Sales Dept · Posted 18 days ago
Integrity, honesty, transparency. High "say-do" ratio.
Review from Executive Dept · Posted 18 days ago
Clarity of vision and partnership across the team
Review from Product Dept · Posted 18 days ago
Extremely down to earth, approachable.
Review from HR Dept · Posted 18 days ago
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
Articulate company goals and vision, and tie our day-to-day work to it.
Evaluating employees on a level playing field
Review from Business Development Dept
relaying goals, expectation and overall vision of future
Review from Operations Dept
Better compensation and better understanding on metrics
Review from Operations 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