Great place to work - Avis employé Account Manager PlanSource

5,0
22 janv. 2024
Recommande
Approbation du PDG
Perspective commerciale

Avantages

Really enjoyed working at Plansource and the benefits are great.

Inconvénients

Sometimes the company as a whole is focused on making more money then assisting clients.

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Réponse de PlanSource
2y
Thank you for taking the time to share your feedback. We are pleased to hear that you are enjoying the journey working at PlanSource and appreciate our benefits package. We take all feedback seriously, including your concern about our focus on financial success versus client satisfaction. We strive to maintain a balance between our financial goals and providing exceptional service to our clients. We are continuously working to improve our process and ensure that team member & client satisfaction remain the top priority. Your input is valuable as we work towards achieving balance. If you have any specific suggestions or further feedback, we’d love to hear them. Thank you for sharing your thoughts. -HR Team

Découvrez plus d’avis sur PlanSource

5,0
21 janv. 2026
Recommande
Approbation du PDG
Perspective commerciale

Avantages

Exciting company culture and fast paced. Management wants their employees to succeed and thrive.

Inconvénients

Some leadership changes towards the end of my work there, but it seems like that has been smoothed out.

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Réponse de PlanSource
5mo
Thank you for taking the time to share your experience and for the kind words about our culture and leadership. We’re glad to hear that the fast-paced, environment and the focus on helping employees grow and succeed stood out during your time with us. We’re grateful for the contributions you made during your time with us & wish you continued success in your next chapter. - The PlanSource Team
3,0
23 juin 2026
Employé (anonyme)
Recommande
Approbation du PDG
Perspective commerciale

Avantages

- Industry Exposure - Networking Opps - Good Team Morale - Strong Marketing Investment - Fun Corporate Events

Inconvénients

- Business shifts are volatile based on whatever Vista wants - Ebbs and flows from net new logo to in-house revenue gen based on culture for that year - Seldom true 'leaders' if any at all - Classic corporate politics runs the show

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Réponse de PlanSource
18h
Thank you for taking the time to share your feedback and for recognizing several positive aspects of your experience at PlanSource, including the industry exposure, networking opportunities, team morale, marketing investment and culture-building events. We’re sorry to hear that other parts of your experience did not feel as positive. PlanSource is a growing business in a fast-moving industry, and we know that change can create moments where priorities, communication, and leadership alignment matter even more. That’s why we remain focused on being transparent with our teams, continuing to invest in our people and strengthening a culture built on collaboration, accountability, and trust. We appreciate your perspective and the contributions you’ve made during your time at PlanSource. We wish you continued success. -- The PlanSource Team
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