Great company, awesome co-workers, lots of learning! - Client Support Specialist bei PlanSource: Mitarbeiterbewertung

5.0
12. Feb. 2020
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CEO-Befürwortung
Geschäftsprognose

Pros

I have literally learned at least 3-5 new things a day. It's a whole new world at Plansource, specially if you do not have benefits background. The work is challenging and keeps you interested. I find myself working from home just cause sometimes, because I truly enjoy my job. It is BUSY! If that's not your thing, you won't like it.

Kontras

There is a LOT of work to be done during Q4. Be ready to put in 50hrs/wk minimum during busy times. It gets a little overwhelming, specially if you're new during that time, but it's manageable since everyone is willing to help. The only things I think could improve to make Plansource perfect are: - Medical insurance (a little too expensive and not the best) - Tuition Reimbursement (retain and develop your talent :) ) - Department specific training (the onboarding training is generic and does not prepare you for your role) - Revamped inhouse training resources/knowledge database (the training materials are very 1996 - long Word docs, etc. but I think this is on the works)

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Reaktion von PlanSource
6y
Wow! Thank you for the wonderful review! Yes, it is challenging and busy - and it will, at times, push you out of your comfort zone; however, that's how growth and innovation are fostered, and we certainly appreciate all that you've put into that growth and innovation - we are only who we are because of employees like YOU. Our culture is one where our busiest season is Q4 but - to your point - everyone is always willing to help! That is why we are so successful - because of our valued and outstanding employees!! Thanks for being a part of our family.

Mehr Bewertungen zu PlanSource entdecken

5.0
21. Jan. 2026
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CEO-Befürwortung
Geschäftsprognose

Pros

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

Kontras

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

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Reaktion von PlanSource
4mo
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. Juni 2026
Mitarbeiter (anonym)
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CEO-Befürwortung
Geschäftsprognose

Pros

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

Kontras

- 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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