Join Our Team | PlanSource Careers

Do your best work at PlanSource

Why Work for PlanSource

Benefits You Care About

We offer generous paid time off, company holidays, competitive pay, a 401K plan with company match, lots of medical and voluntary benefits, referral bonuses and an inspiring company culture.

Give Back

We believe giving back to your community is key to balancing work and life. We partner with national and local nonprofit organizations and encourage (and pay!) our employees to volunteer and support the communities that they live in.

Fulfill Your Potential

We take care of our team members and take every opportunity to support and reward your success – from employee recognition to internal promotions to a culture and benefits package that prioritizes mental health and well-being.

Build Something Meaningful

We’re on a mission to create the best benefits experience possible, and our employees are mission-critical to building the incredible benefits technology, customer relationships, data operations and more that make it happen.

Join the Vista Family

We’re backed by Vista Equity Partners – the company behind some of the biggest technology brands in the world, like Apptio, Cvent, Marketo and more – meaning you’ll get access to invaluable guidance and networking across Vista’s entire portfolio.

Future-focused policies

At PlanSource we’re continually improving our Environmental, Social, and Governance (ESG) policies, as well as creating a culture dedicated to diversity, equity, and inclusion (DE&I). The the power to create a more sustainable future lies at the core of our values.

What our Employees Have to Say

About PlanSource

We’re a rapidly growing global benefits technology company looking for go-getters who want to make an impact and have fun while doing it. We work together to build innovative benefits software and experiences that help people live happier, healthier lives by maximizing the benefits of their benefits.



2008

founded



750+

team members



4

locations:

Orlando, Florida
Charleston, South Carolina
Salt Lake City, Utah
Bengaluru, India

Join us in Bengaluru, India

Best-Workplaces-2021-ClearBkgd-WebLG-500x427

Our Mission

Helping people live happier, healthier lives by maximizing the benefits of their benefits

Create Wildly
Successful Customers

We believe in shared success and building value into every customer interaction.

Sign Your
Name to It

We step up to the plate, we own our actions, we empower each other, and we get it done.

Push
What’s Possible

We show up with an open mind and push what’s “good” to create what’s better by taking smart risks – together.

Enjoy
the Journey

We care about meaningful work, a balanced life, developing ourselves and appreciating each other.

Diversity & Inclusion

We believe the best ideas come from bringing people with different views, backgrounds and experiences to the table

;

Safe & Supportive Workplace

Create a sense of belonging and sharing of knowledge for our employees.

;

Recruiting & Hiring

Become a more inclusive workplace and share employment opportunities with diverse candidate sources.

;

Community Impact

Strengthen our local communities through partnerships, mentoring and creating opportunities for growth.

;

Employee Empowerment

Opportunity to organize, communicate and support diversity initiatives.

Grow with PlanSource

;

Early Career Opportunities

We offer a structured mentorship program, frequent feedback sessions, goal focused year-end reviews, individual development plans, a variety of training courses, recognition of milestones and accomplishments and more to help you thrive at PlanSource.

;

Internships

Internships at PlanSource are 12 weeks of hands-on learning. You will build your resume and new skills by tackling projects with fast-paced teams. If you aren’t afraid of a challenge, we’d love to help you make an impact.

;

Professional Development

At PlanSource we value strengthening our employees, providing the support and resources they need to be successful and promoting from within. When you join our team, you will know the impact you are making and feel empowered to drive change.

Ready to Join Us?

See all open positions

Tips for a Successful Virtual Interview

As organizations like PlanSource manage this COVID-19 crisis, we have begun using digital technology early in the hiring process in place of face-to-face interviews.

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Applying for a Role at PlanSource

Learn more about the application process with PlanSource and browse through common FAQs

LEARN MORE

Company Page

Learn more about us and the leadership team driving our success.

Benefits You Care About

Give Back

Fulfill Your Potential

Build Something Meaningful

Join the Vista Family

Future-focused policies

2008

750+

4

Tips for a Successful Virtual Interview

Company Page

PlanSource Unveils New Partner Marketplace

Partner of the Week: Boon Health

Mental Health Awareness Month: Give Your Employees What They Really Need

What are the Most Important Benefits for Millennials?

PlanSource Sees Exponential Growth in Partner Marketplace in Q1

PRODUCT

SOLUTIONS

CUSTOMERS

Partners

RESOURCES

COMPANY

Benefits You Care About

Give Back

Fulfill Your Potential

Build Something Meaningful

Join the Vista Family

Future-focused policies

2008

750+

4

Tips for a Successful Virtual Interview

Company Page

PlanSource Unveils New Partner Marketplace

Partner of the Week: Boon Health

Mental Health Awareness Month: Give Your Employees What They Really Need

What are the Most Important Benefits for Millennials?

PlanSource Sees Exponential Growth in Partner Marketplace in Q1