Steer Clear - Customer Success Account Manager PlanSource Employee Review

Thank you for sharing your feedback. I see that you're still with us at PlanSource, and I’d really appreciate the opportunity to connect and hear more about your experience on your team. Your perspective is incredibly valuable to me as a leader. As you know, PlanSource has been undergoing some significant changes in our strategy, focus and leadership. I’m eager to understand how those shifts have impacted you and your team. While I’m proud of the progress we’ve made—such as the 67 promotions in Operations over the past year—I also recognize the critical role that new hires play in shaping our future. The fresh perspectives and diverse experiences they bring are just as vital as the continued growth of our internal team. Both promotions and new hires are essential to building a strong, dynamic organization. I’d love to hear your thoughts on how we’re doing in balancing these efforts and how we can continue to create an environment where everyone feels valued and empowered to grow, including yourself. If you're open to it, I’d love to schedule some time to talk. Your insights can help us continue to evolve PlanSource into the best place to grow a career and make a meaningful impact. Please reach out to me at your earliest convenience. Steve Parkhouse SVP, Customer Success