Our leaders
Meet the innovators, experts, doers and status-quo-pushers leading the charge
Chief Executive Officer
WHAT I STAND FOR
Alan Primeaux is a seasoned technology executive with 20+ years’ experience building efficient and profitable operations that support growth and drive revenue for leading software companies. As Chief Operating Officer, Alan leads the Professional Services, Customer Success and Customer Support functions at PlanSource. He joined PlanSource from ADP, a leader in human capital management software and services, where he led a global team that delivered implementation and consulting services across the full client lifecycle. Prior to ADP, Alan served as Vice President of Global Professional Services at Kronos (now UKG), another world leader in workforce management software.
Ana Perez
Chief Marketing Officer
WHAT I STAND FOR
Growth, accountability and supporting others to be their best
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Ana is the Chief Marketing Officer at PlanSource where she will oversee all aspects of marketing. Ana Perez is a seasoned marketing executive with a proven track record of driving growth and customer retention. With expertise in building high-performing teams and cultivating cross-functional partnerships, Ana has helped drive organizational success through the development, execution and optimization of marketing strategies that elevate brand awareness, accelerate pipelines, and foster customer engagement. Ana has a deep understanding of the employer-sponsored health and benefits industry. She previously served as the Chief Marketing Officer at Benefitfocus for 3 years. Prior to Benefitfocus, she was the Vice President of Marketing at League, a benefits engagement platform, and before that she spent 6 years at Aon as the Vice President of Marketing for the Health and Benefits business. Ana holds a master’s in business administration from Northwestern’s Kellogg School of Management and a Bachelor of Arts in Communications from Boston University.
Chief Growth Officer
WHAT I STAND FOR
Executing with excellence, delivering value, helping others.
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Greg is the Chief Growth Officer at PlanSource where he will focus on the go-to-market strategy overseeing sales, strategic partnerships and marketing. Greg has more than 20 years of experience as an individual contributor and sales leader within the benefits and HR Tech industries. Greg is passionate about creating high performance cultures where teams can flourish and achieve their personal and professional goals. Greg has a bachelor’s degree in psychology and marketing from North Central College in Naperville, IL.
General Counsel & Chief Compliance Officer
WHAT I STAND FOR
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Sharon Brand
Chief People Officer
WHAT I STAND FOR
Delivering value and purpose to employees and customers
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Sharon is a dynamic HR leader with more than 20 years’ experience in the technology industry empowering high performing teams. As Chief People Officer, Sharon will lead HR, Talent and L&D globally. She joins PlanSource from SAP where she was VP of HR, leading global organizations through transformation and growth. She brings years of experience in the HCM industry having led HR for SAP SuccessFactors for several years. Sharon is dedicated to building an inclusive culture embracing diversity, collaboration and innovation while creating a world class employee experience based on purposeful outcomes.
Chief Financial Officer
WHAT I STAND FOR
Delivering profitable growth through collaboration, alignment and execution.
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Todd is the Chief Financial Officer at PlanSource where he oversees all aspects of finance, accounting and treasury. Todd brings over 20 years of finance experience in high growth technology companies. Most recently, he served as the Chief Financial Officer at Tract, a data center land acquisition and development company. Prior to that role, Todd held CFO positions at Intrado, a public safety and critical communications business, and TeamSnap, a SaaS platform focused on the youth sports market. Todd is a growth-focused CFO and has extensive expertise developed at public and private companies, building and leading financial functions, including corporate finance, financial planning & analysis, and strategic planning. Todd holds a Master’s in Business Administration from The Tuck School of Business at Dartmouth and a Bachelor of Science in Managerial Economics from University of California, Davis.
PlanSource is Proud to be a Vista Equity Partners Company
PlanSource is a portfolio company of Vista Equity Partners, a U.S.-based investment firm that exclusively invests in enterprise software, data and technology-enabled organizations led by world-class management teams. With more than 60 companies across a global portfolio, the Vista portfolio family represents one of the largest enterprise software companies in the world.
