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.
As the Executive Vice President of Strategic Partnerships, Bradley Taylor is responsible for building new revenue opportunities, creating strategic partnerships and facilitating the cross-selling of company-wide products, services and capabilities. In 2004, Bradley founded Next Generation Enrollment, a leading provider of benefits administration technology services which was acquired by PlanSource in 2017. Prior to Next Generation Enrollment, Bradley was a group sales representative at Unum, one of the largest insurance carriers in the world.
Equality, honesty, happiness, focus and outcomes
As Chief Financial Officer of PlanSource, Harsh brings more than 20 years of extensive experience in finance, operations and management consulting to his current role as Chief Financial Officer of PlanSource. Prior to joining PlanSource, Harsh was with IBM where he held several leadership positions, including roles in management consulting, treasury, investor relations and CFO for the digital group. In his most recent role, he served as the functional COO for IBM’s Global Markets. Prior to IBM, Harsh worked for PwC as a management consultant and as an operations engineer with other companies.
As Chief of Staff, Kellee is responsible for leading the company through growth transformation, with a focus on business planning, strategic support, and operational efficiency. Since joining PlanSource in July 2013, Kellee has led multiple improvement and growth initiatives, drawing on her 20+ years of software and business solutions experience. Prior to joining PlanSource, Kellee served as Chief of Staff for Optum’s Evercare Hospice and Palliative Care division, where she oversaw operating cadence across its Project Management Office, Product Lifecycle and IT Steering Committee teams.
As Senior Vice President of Professional Services, Lisa is responsible for transforming PlanSource operations into a best-in-class professional services organization. She focuses on initiatives that continually evolve and improve the company’s processes and tools, go-to-market strategies and services delivery methodology in order to create amazing customer experiences. Prior to joining PlanSource, Lisa served as Vice President of Shared Services at CentralSquare Technologies where she developed a transformational implementation methodology, established a centralized PMO and dedicated go-to-market services function, and launched an educational services subscription model focused on enabling customer adoption.
As Senior Vice President of Customer Success, Mark leads the Support and Customer Success teams at PlanSource and is focused on growing client retention, accelerating renewals and driving efficiency across our customer organization. Prior to joining PlanSource, Mark served as Value Creation Director for Vista Equity Partners where he was heavily involved in driving success with portfolio companies. He worked in software strategy and operations for HPE and MicroFocus and brings extensive experience from previous roles at Bain & Company, as well as 8 years at Proctor & Gamble.
As Senior Vice President of Business Development at PlanSource, Mitch directs partnerships with leading brokers and Human Capital Management companies, as well as spearheads the company’s enterprise client development. Mitch is a senior benefits and HR technology executive with 25+ years of experience linking human resources initiatives to strategic business plans. Mitch was part of a leadership team that established one of the industry’s first enterprise benefits administration technology platforms which was later sold to Ceridian. He went on to serve as Ceridian’s Vice President of Business Development and led a nationwide sales team to deliver the company’s HR and employee effectiveness services.
General Counsel and Chief Compliance Officer
As General Counsel and Chief Compliance Officer, Patricia leads PlanSource’s legal, compliance and regulatory affairs with extensive experience in business, corporate, and technology law. Prior to joining PlanSource, Patricia provided strategic legal counsel for two national professional employer organizations (PEO) as Associate Counsel and Corporate Counsel. Patricia is a member of the Florida State Bar and is affiliated with professional organizations such as the Association of Corporate Counsel, the Cuban American Bar Association, and the Society of Corporate Compliance and Ethics.
As the EVP of Sales at PlanSource, Phil Carollo applies his extensive background in sales strategy, operations, and account management to successfully guide the growth of our broker partners’ agencies in the United States. Since joining PlanSource in 1999, Phil has served as COO and ran the company’s entire Human Resources Outsourcing (HRO), Professional Employer Organization (PEO), and Insurance Services product and strategies. He also planned and guided the development of all operational aspects of CoAdvantage, where he was Founder, President, and General Manager of the company’s HRO business unit.
Chief People Officer
WHAT I STAND FOR
Delivering value and purpose to employees and customers
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.
As Chief Product and Technology Officer, Srini leads the company’s product direction and is responsible for all aspects of technology strategy and execution. Srini is an experienced executive with 15+ years of experience developing, implementing and driving technology innovations. He has led product management and engineering functions in organizations of various sizes, ranging from $35 million to $80 billion in annual revenue. Srini joins PlanSource from IBM where he was responsible for product and technology strategy development and led the ideation, design and implementation of products that embed Cognitive/Watson and utilize blockchain to improve operational efficiency.