Our leaders

Meet the innovators, experts, doers and status-quo-pushers leading the charge

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DAYNE WILLIAMS
Chief Executive Officer
WHAT I STAND FOR
Making a positive impact in people’s lives
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As the CEO of PlanSource, Dayne Williams has made it his mission to revolutionize the way benefits are bought, sold and managed, drawing on extensive leadership experience in the technology, staffing and insurance industries. Under his leadership, PlanSource has experienced extraordinary growth on all fronts. In the last five years, the company has grown to more than 600 employees and had a compound annual growth rate of 31%.
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Alan Primeaux
Chief Operating Officer
WHAT I STAND FOR
Exceptional customer experience
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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.

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Bradley Taylor
EVP, Strategic Partnerships
WHAT I STAND FOR
Focusing on what matters most
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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.

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Harsh  V. Chugh
Chief Financial Officer
WHAT I STAND FOR

Equality, honesty, happiness, focus and outcomes

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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.

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Jagdish Chugani
SVP, Talent
WHAT I STAND FOR
Transformation through a productive, engaging and positive work experience
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As Senior Vice President of Talent, Jagdish is responsible for PlanSource’s global talent strategy which is focused on creating high-performing teams, an engaging company culture, and a reputation as an Employer of Choice. Jagdish brings more than 25 years of Human Resources and transformational growth experience to PlanSource where he drives initiatives that enable growth and scalability within fast growing organizations. Prior to joining PlanSource in 2014, Jagdish led business-segment HR functions at Optum and UnitedHealth Group through an active period of M&As, culture change and talent management.

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Kellee Frazier
Chief of Staff
WHAT I STAND FOR
Transformation, excellence and accountability
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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.

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Lisa Van Ever
SVP, Professional Services
WHAT I STAND FOR
Thinking big and exceeding expectations
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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.

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Mark Papp
SVP, Customer Success
WHAT I STAND FOR
Wildly successful customers
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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. 

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Mat Saunders
SVP, Engineering
WHAT I STAND FOR
Building a beautiful client experience
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Mat Saunders is a senior technology leader with 20+ years of specialized experience creating and delivering SaaS products at an enterprise scale. Mat has spent his career building geographically diverse technology organizations that prioritize an exceptional customer experience, talent development, and a culture of integrity, innovation and follow-ship. Originally from the UK, Mat spent the early part of his career in technology startups before going on to build what has become ADP’s most successful online payroll platform, RUN – Powered by ADP, which serves 750,000 small businesses and 9 million total employees.

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Mitch Hansen
SVP, Business Development
WHAT I STAND FOR
Passion with a purpose
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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.

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Nancy Sansom
Chief Commercial Officer
WHAT I STAND FOR
Creating wow experiences
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As Chief Commercial Officer, Nancy Sansom leads marketing, commercialization strategy, partner development and other aspects of the PlanSource go-to-market strategy. With 15+ years of executive leadership experience within high-growth SaaS companies, she excels in marketing, communications, P&L and product management, software design, business development and HR. Prior to joining PlanSource, Nancy served on the senior leadership teams at Benefitfocus and PeopleMatter. During her 10-year career at Benefitfocus, Nancy led product strategy and management, marketing and product design. Most recently she was CMO at PeopleMatter, where she developed the PeopleMatter brand while building a demand generation engine for driving top-line growth.
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Patricia Salas Barnard
VP, General Counsel and Chief Compliance Officer
WHAT I STAND FOR
Driving rigorous legal and compliance counsel and strategy
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As Vice President, 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.
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Phil Carollo
EVP, Sales
WHAT I STAND FOR
Partnership expectations, growth and experience

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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.

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Srinivasan (Srini) Venkatramani
Chief Product and Technology Officer
WHAT I STAND FOR
Customers and partners first
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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.

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.

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