Manager, Professional Services

Job Locations US-FL-Orlando | US
# of Openings
Professional Services
Regular Full-Time


PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Charleston, and Bangalore, India. As part of the Vista Equity Partners portfolio of companies, we are working to reinvent the employee benefits administration landscape. Our talented employees benefit from this partnership through increased capital for strategic investments, access to exceptional toolkits, best practices and resources for success, and strong cultural and value alignment focused on talent development and growth. 


Our software has helped the various stakeholders in the Benefits Administration space in managing how benefits are bought, sold, managed, and consumed, and continues to transform the industry with innovative solutions. Nearly 7.5 million consumers receive their benefits through the PlanSource platform, which provides flexible and intuitive software and services for benefits administration.


We are conducting a search for a Manager, Professional Services who is a highly motivated, organized, forward-thinking team member. This individual should be a self-starter with deep experience in Professional Services operations, project management and implementation methodology, governance, and resource management. The Manager, Professional Services will manage a team of varying disciplines, identify opportunities for process improvement, assess current workflow to determine future state process optimization, establish solid relationships with key stakeholders and leadership to drive optimization initiatives, driving operational and deployment discipline to enhance the overall customer experience.


About the Manager, Professional Services


The Manager, Professional Services will lead a team of 7-10 people an diwll have the following responsibilities:


• Provide leadership and oversight of strategic resourcing to meet customer supply and demand, utilization, and revenue targets
• Lead and develop Project Management staff
• Lead the design and enhancement of business processes, tools, and operating models to improve productivity
• Operationalize complex business processes into systematic and efficient workstreams
• Develop effective communication, training, and onboarding materials
• Build consensus on key initiatives across multiple company departments through effectively working with multi-disciplined teams and departments

About You

• 10+ years of related work experience with a deep understanding of services organizations and models
• Strong leadership, people management, and interpersonal skills
• Setting career paths and performance goals for all department personnel
• Demonstrated ability in setting strategy, driving performance, consistently producing superior results, cultivating ownership while enforcing company policies
• Strong communicator with the ability to influence and drive action. A collaborative management style and a strong customer service orientation
• Demonstrated analytical and quantitative skills and use hard data and metrics to back up assumptions and concepts
• Solution-oriented and creative thinking skills to evaluate the problem and to drive win-win outcomes
• Ability to juggle multiple priorities and make things happen in a fast-paced, dynamic environment

What We Offer

  • Great benefits package, including a full suite of health benefits, a generous 401(k) Plan, unlimited PTO, paid parental leave, a strong rewards and recognition program, and a focus on mental health and well-being.
  • An inclusive environment with Employee Resource Groups to join, volunteering days and the ability to donate to organizations of your choice through our recognition platform.
  • The opportunity to work for a fast growing, established technology company, but work side-by-side with a small, dynamic team of talented professionals.
  • Fast-paced environment with big goals and the opportunity to make a big impact.


Top five reasons to come to PlanSource:


#5: Join the Vista Family. In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vista’s portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world.


#4: PlanSource is highly rated with our customers. Be proud of our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.


#3: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, employee recognitions, and a commitment to wellbeing.


#2: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and offering development plans and tracks to pursue your personal and professional goals.  


#1: Share our values. Be part of a team that values diversity and representation in all levels of the organization. Be part of a team that gives back to local communities, and is actively aware of their social and environmental impact.


PlanSource is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Our employees are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.


We celebrate and support our employees’ diversity in age, color, disability, ethnicity, cultural beliefs, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status and other characteristics that make our employees unique. 




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