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Human Resources

Information Technology

PlanSource

PlanSource's headquarters in Orlando, FL, United States

Mike Morini

Greg Mercer

Eddie Pinto

Michael Ehlers

Kathleen Agnew

Todd Stockard

Ana Perez

Jennifer Zador

Leslie Daricek

Jodie Ortiz

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

Customer Accounts

This department focuses on designing, building, and maintaining software applications and systems.

Software 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 oversees the development and execution of product strategies and ensures efficient product operations.

Product Operations

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

Professional Services

This department focuses on the analysis and implementation of software configurations and applications to optimize operational processes.

PlanSource

Org chart

Teams

Customer Accounts

Software Development

Customer Support and Success

Product Operations

Professional Services

Application Development

Offices

PlanSource

Org chart

Teams

Customer Accounts

Software Development

Customer Support and Success

Product Operations

Professional Services

Application Development

Offices

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