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Human Resources

Information Technology

PlanSource

PlanSource's headquarters in Orlando, FL, United States

Mike Morini

Todd Stockard

Eddie Pinto

Kathleen Agnew

Leslie Daricek

Michael Ehlers

Greg Mercer

Jodie Ortiz

Ana Perez

Jennifer Zador

The Engineering and Development team at PlanSource is dedicated to building and enhancing cutting-edge benefits administration technology. This diverse group of software engineers, analysts, and DevOps professionals collaborates to develop, configure, and maintain robust applications, ensuring a seamless user experience and reliable EDI integrations. They leverage innovative solutions and best practices to optimize performance, security, and scalability while continuously improving the technology that powers better benefits experiences for clients.

Engineering and Development

The Customer Support and Success team at PlanSource is dedicated to ensuring a seamless and positive benefits experience for clients. They provide expert assistance through various channels, resolve technical issues, and manage customer inquiries and accounts. Additionally, the team focuses on building strong relationships with clients to foster loyalty and drive satisfaction, ultimately contributing to successful benefits administration and client retention.

Customer Support and Success

This department focuses on ensuring client satisfaction and retention by effectively managing relationships and addressing customer needs.

Customer Success

The Finance and Accounting team at PlanSource is responsible for managing the company's financial operations, including revenue recognition, billing processes, and treasury functions. They ensure accurate financial reporting, streamline billing and collections, and provide analytical support to enhance the benefits administration experience. By collaborating with other departments, this team plays a critical role in optimizing financial performance and maintaining compliance.

Finance and Accounting

This department manages and analyzes customer account relationships to enhance client satisfaction and engagement.

Customer Accounts

This department focuses on delivering specialized services and solutions to clients, ensuring their needs are met through expert guidance and support.

PlanSource

Org chart

Teams

Engineering and Development

Customer Support and Success

Customer Success

Finance and Accounting

Customer Accounts

Professional Services

Offices

PlanSource

Org chart

Teams

Engineering and Development

Customer Support and Success

Customer Success

Finance and Accounting

Customer Accounts

Professional Services

Offices

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