Our leaders
Meet the innovators, experts, doers and status-quo-pushers leading the charge
Chief Executive Officer
WHAT I STAND FOR
Empowering employees to be the CEO of their role to focus on customers, culture and community
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Mike is a 30-year software veteran experienced in growing and scaling enterprise software companies. With an extensive background building out global cloud-based platforms, he has helped shape and guide multiple fast-growth companies in the cloud arena. Most recently Mike was CEO of WorkForce Software for eight years and was named a Top 50 SaaS CEO of 2023 by The Software Report and a Top 100 Highest-Rated Chief Executive Officer in 2022 by Comparably. Prior to WorkForce Software Mike was previously in CEO and COO positions at SAP, Aria Systems, OutlookSoft, InterWorld, and Verbind.
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.
WHAT I STAND FOR
Empowered teams that build products people love by putting customers first
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As SVP of Product at PlanSource Eddie is responsible for leading the development and execution of PlanSource’s product strategy to build and maintain the company’s leadership position within benefits administration.
With more than 20 years of benefits experience, including leadership roles with benefits administration providers such as Alight Solutions, Hewitt Associates and Aon, Eddie is a highly accomplished product executive whose expertise spans AI, design thinking, product management, process engineering and agile transformation.
Eddie received his bachelor’s and master’s degrees in Industrial Engineering from the University of Florida. He has been certified as an IISE six-sigma green belt, Project Management Institute (PMI) Project Management Professional (PMP) and PMI Disciplined Agile practitioner.
A visionary product leader with a passion for spearheading the development of cutting-edge products and services, Eddie is committed to delivering differentiated solutions that empower organizations to maximize their investment in benefits.
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.
SVP of Strategy and Transformation
WHAT I STAND FOR
Service, optimism and living the trust equation
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Jen Morrow leads Strategy, Transformation and People at PlanSource. In this role, she drives the vision and strategy to optimize customer success, empower teams, and deliver sustainable profitable growth. Jen has more than 20 years of experience in technology with over 15 years focused on people centered strategy and transformation. Prior to PlanSource, Jen spent 14 years at SAP including 2 years leading Global Strategy and Business Operations for SAP SuccessFactors, an industry-leading cloud HCM solution. Jen is passionate about the intersection of customer success and operational excellence and the impact that running an outcome-focused business has on teams and their ability to do big things. Jen has a bachelor’s degree in Accounting from Indiana University Bloomington and lives in Indianapolis, IN.
General Counsel & Chief Compliance Officer
WHAT I STAND FOR
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WHAT I STAND FOR
Impact, integrity, transparency, teamwork.
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As Chief Technology Officer at PlanSource, Mike leads the evolution and innovation of our technology portfolio to help optimize how people choose, use and manage benefits through engaging, AI-powered experiences.
With more than 30 years of experience in Computer Engineering and 20 years specifically in the Benefits Administration / HCM industry, Mike has a proven track record of delivering cutting edge solutions that enhance the employee and benefits administrator experience.
Mike has held leadership roles at prominent organizations including Voya, Benefitfocus, Paylocity, Hewitt Associates Alight and Xerox (ACS/ExcellerateHRO). His passion for building innovative products is evident in his work, which has resulted in stable, scalable and secure solutions that engage users and reduce operating costs.
A collaborative and visionary leader, Mike oversees the IT and engineering teams, fostering a culture of innovation and excellence. His deep understanding of the industry’s challenges and opportunities enables him to drive strategic initiatives that position PlanSource as a leader in the market. Mike holds a Bachelor of Science degree in Computer Engineering from the Milwaukee School of Engineering.
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.
