Meet Todd

Todd Schulte
SVP, Customer Success


As Senior Vice President of Customer Success, Todd Schulte is responsible for the strategic planning and execution of all Customer Success initiatives after implementation.

Prior to PlanSource, Todd worked at two other Vista Private Equity portfolio companies. He served as COO of Superion and as the SVP of Customer Solution Support and Services for Aptean.

He also served as the SVP of Global Support for Consona Corporation and has held a number of customer facing roles throughout his carrier. With nearly 25 years of management, he has worked in Customer Support, Education, Product & Services Management, and Web Design.

Todd holds a Bachelor of Science degree in Economics from Miami University.