PlanSource Employee Reviews
Out of 1470 PlanSource employee reviews, 93% were positive. The remaining 7% were constructive reviews with the goal of helping PlanSource improve their work culture.
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
Why do you feel undervalued and what would make you feel better about your compensation?
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
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
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
Fair pay per market value, gender equality, seniority, and without the clear favoritism that is also given.
Review from Engineering Dept
Higher pay for employees pulling the more weight
Review from Customer Success Dept
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.
Review from Customer Success Dept
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
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 would you improve about your company's interview process?
There aren't any Interviews reviews of PlanSource yet.
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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 would you most like to see improved at your company?
There aren't any Outlook reviews of PlanSource yet.
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