Our Leaders
We are passionate about helping our customers be wildly successful.
We are here to inspire and fulfill our mission in helping people live happier, healthier lives by maximizing the benefits of their benefits.
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DAYNE WILLIAMS
Chief Executive Officer
WHAT I STAND FOR
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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
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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 is responsible for leading professional services, customer success and customer support functions. Alan joined PlanSource from ADP (Automatic Data Processing), a global leader in human capital management software and services, where he led a global team that delivered implementation and consulting services across the full client life cycle. Prior to ADP, Alan served as Vice President of Global Professional Services at Kronos, the world leader in workforce management software.
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Bradley Taylor
Executive Vice President, Strategic Partnerships
WHAT I STAND FOR
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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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Bruce Arnett
SVP, Engineering
WHAT I STAND FOR
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As SVP, Engineering, Bruce leads the company’s engineering team and is responsible for all aspects of software development strategy and execution. With more than 20 years of experience in the software engineering domain, he has proven expertise in the analysis, planning, implementation, and management of primary business systems coupled with strong organizational and leadership skills. Bruce joins PlanSource from MaritzCX where he most recently served as CTO. Prior to being CTO, Bruce served as Vice President-Engineering and led the core platform engineering team.
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Dave Osborne
Chief Revenue Officer
WHAT I STAND FOR
Transparency, collaboration and mutual success
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As Chief Revenue Officer, Dave leads the channel, sales and strategic partner organizations – defining the strategy and revenue targets. Dave has 25+ years of experience in the software industry working with companies such as Oracle and SAP. He has built and scaled numerous organizations selling software and services globally. Dave joins PlanSource from SAP where, for 16 years, he held various senior management functions. In his last position, Dave was responsible for developing and executing SAP SuccessFactors’ global strategy for resellers and implementation partners.
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Harsh V. Chugh
Chief Financial Officer
WHAT I STAND FOR
Equality, honesty, happiness, focus & outcomes
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As CFO of PlanSource, Harsh is responsible for leading the company’s financial strategy while PlanSource redefines the way that benefits are bought, sold and managed. Harsh has more than 20 years of extensive experience in finance, operations and management consulting. 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 was as the functional COO for IBM’s Global Markets. Prior to IBM, he 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 dedicated to creating high-performing teams, an engaging company culture, and allowing PlanSource to be recognized as an Employer of Choice. Jagdish brings more than 25 years of Human Resources experience driving human capital transformation initiatives that enable growth and scalability within fast growing organizations. Prior to joining PlanSource in 2014, Jagdish was a Human Capital Leader at Optum and UnitedHealth Group, leading business segment human resource functions during a time that was active with 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 driving organizational operating efficiency. Since joining PlanSource in July 2013, Kellee has led multiple improvement and growth initiatives, utilizing her 20+ years of software and business solutions experience. Prior to joining PlanSource, Kellee served as Chief of Staff for Optum’s Evercare Hospice & Palliative Care, where she focused on operating cadence with oversight of the Project Management Office, the Product Lifecycle, and the IT Steering Committee.
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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 through improving process and tools, go-to-market strategies, and by evolving services delivery methodology 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 developed 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 and is focused on growing client retention, accelerating renewals and driving efficiency in our support 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. Mark also worked in strategy and operations for software companies HPE and Micro Focus as well as management consulting for Bain & Company. He spent 8 years at Proctor & Gamble in marketing, sales and general management.
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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 HCM companies and spearheads 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 and team to deliver their 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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Phil Carollo
Executive Vice President, Sales
WHAT I STAND FOR
(5 words or less)
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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. Previously, Phil was responsible for the entire Human Resources Outsourcing (HRO), Professional Employer Organization (PEO), and Insurance Services product and strategies. He also served as COO and planned and guided the development of all operational aspects of CoAdvantage where he was the Founder, President, and General Manager of CoAdvantage’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 product and 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 the development of product and technology strategy and led ideation, design, and implementation of products that embed Cognitive/Watson and utilize blockchain to improve operational efficiency.
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Recent Resources
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Latest News
PlanSource Launches Fall Product Release

PlanSource Launches Fall Product Release