PlanSource Leadership Employee Reviews
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
Committed to the success of the organization
Review from Sales Dept
They provide meaningful updates through the town halls
Review from Engineering Dept
They think about the people first. They make it a community rather than a corporation that only thinks about profits and/or what would please investors.
Review from Marketing Dept
I love their transparency and honesty. And their clear direction! There is no question in my mind what our company goals are and the plan to achieve them.
Review from Product Dept
Camaraderie, "boots on the ground" attitude, investment in our work at a macro level (rather than being tied into the details - they trust us).
Review from Marketing Dept
Their transparency. Also, their eagerness to constantly improve and look for ways to get better - always.
Review from Business Development Dept
I feel heard and appreciated
Review from Customer Success Dept
They are transparent and focused on making the company better.
Review from HR Dept
What I like best about the leadership team is that they communicate the company’s vision clearly, make decisions with integrity, and genuinely listen to feedback. It creates a
Review from Finance Dept
They are transparent, focused on growth, and energized about being a leader in this industry.
Review from Engineering Dept
What I appreciate most about the leadership team is their transparency and approachability. They foster a culture of open communication, encourage collaboration across departments, and consistently support professional growth.
Review from Finance Dept
The current team is a group of extremely talented and high performing leaders in our industry. They collective years of knowledge allows PlanSource to be incredibly efficient.
Review from Product Dept
The members of the leadership team are not only strong individually, but very collaborative and supportive of each other as well as their teams.
Review from Product Dept
Easy going and approachable. Have turned the company in the right direction.
Review from Marketing Dept
The way they're responsive to employee concerns and will pull in resources, as well as themselves, to address any client issues. They work incredibly cohesively with the CS teams
Review from Admin 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
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