1

Confidential and Proprietary

OVERVIEW
PlanSource is a technology company driven to create a better benefits experience for employees and the HR
teams that support them. Nearly 5.5 million consumers receive their benefits through the PlanSource platform,
which provides flexible and intuitive software and services for benefits administration. By combining industry-
leading software and a full suite of technology-enabled services, PlanSource provides companies of all sizes with a
complete solution for benefits shopping, enrollment, billing, compliance and administration.

WORKING DAYS: MONDAY – FRIDAY

WORKING HOURS: 10:00 AM – 07:00 PM IST

What We Offer
• 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 (no
bureaucracy).

• An awesome work environment for creative professionals.

Top ten reasons to come to PlanSource:

#10: 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 with “intraportfolio” career advancement opportunities and have structures in place to
leverage shared learnings from across the ecosystem.

#9: We are on a roll. Be part of a winning team – Thousands of employers and millions of consumers use the
PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration.

#8: 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, cool perks, fun offices … and no-holds-
barred Nerf wars.

#7: You can grow and develop professionally. PlanSource has a great track record of internal promotions and also
filling open positions within the company.

#6: We give you the support you need. Different departments support you and provide you with the access and
tools you need to succeed.

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#5: Our business model is strong. With a leveraged sales model, our network of partners helps the organization
succeed.

#4: Strong partnerships fuel your success. National partnerships with leading insurance carriers such as Aflac,
Cigna, Guardian, MetLife, and Unum provide a competitive advantage and added credibility.

#3: The benefits industry is on fire. Legislation including the ACA has created an urgent and pervasive need in the
marketplace for our technology.

#2: PlanSource has the right product. Show off our sophisticated cloud-based technology that meets the needs of
even the most complex benefit programs.

#1: PlanSource is the right company. Join an up-and-coming high-growth technology company that is well funded
and values its employees and their families.

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www.plansource.com
 Associate Software Engineer

1
Confidential and Proprietary
OVERVIEW
PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City,
Minneapolis, Charleston, Bangalore and Grand Rapids Michigan. We are hiring a Associate Software Engineer at
our Bangalore office to contribute to our rapid product development pace. Our Engineers work collaboratively to
set the technical direction for our SaaS products, developing easy-to-use solutions for our customers.

ROLES & RESPONSIBILITIES

The Associate Software Engineer is primarily responsible for the ongoing design, development and operation of
our Ruby on Rails based benefits administration platform in an Agile environment.

• Participate in technical development and delivery of enhancements to our Benefit Administration

Platform.
• Ensure quality of the code and products throughout the entire development lifecycle
• Ensure continuous improvement in performance, scalability, extensibility, reliability, usability, and
availability of the platform
• Leverage Agile methodology concepts for quality, delivery and continuous improvement
• Participate in sprint planning and other scrum ceremonies
• Monitoring and supporting the product in production

ABOUT YOU
This is an ideal opportunity for someone who has a passion for building leading edge software, loves learning new
and emerging technologies, and is driven to help build a successful SaaS product used by thousands of happy
businesses. We foster an environment that empowers small teams to collaboratively set the technical direction of
our solutions.

In addition, you should be passionate about:

• Customer satisfaction and collaboration

• Being a leader in your field and keeping your skills sharp
• Using technology to provide creative solutions that solve customer problems
• Making decisions and recommendations based on empirical data and facts
• Producing highest quality software
• Writing clean code

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HARD SKILL REQUIREMENTS
• 4-year technical degree preferred
• Demonstrated mastery of at least one technology stack
• Writing useful and effective unit and integration tests

SOFT SKILL REQUIREMENTS

• Good interpersonal and communication skills

• Strong analytical, critical observation

• Adaptability

• Motivated Self-Starter

BONUS SKILL
• Ruby on Rails experience

• Enterprise Application experience

• SOLID, OOP, OOD, Application Architecture, Data Modeling, TDD

• Bootstrap 3.0 CSS conventions

• Modern JavaScript frameworks, particularly ReactJS+Redux

What We Offer

• 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 (no bureaucracy).

• An awesome work environment for creative professionals.

• Great compensation package, including a full suite of benefits.

• The chance to work for a fast-growing, established tech company, and work side-by-side with a dynamic
team of talented professionals.

• Fast-paced environment with big goals and the opportunity to make a big impact.

3
www.plansource.com
 Top ten reasons to come to PlanSource:

#10: 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 with “intraportfolio” career advancement opportunities and have structures in place to
leverage shared learnings from across the ecosystem.

#9: We are on a roll. Be part of a winning team – Thousands of employers and millions of consumers use the
PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration.

#8: 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, cool perks, fun offices … and no-holds-
barred Nerf wars.

#7: You can grow and develop professionally. PlanSource has a great track record of internal promotions and also
filling open positions within the company.

#6: We give you the support you need. Different departments support you and provide you with the access and
tools you need to succeed.

#5: Our business model is strong. With a leveraged sales model, our network of partners helps the organization
succeed.

#4: Strong partnerships fuel your success. National partnerships with leading insurance carriers such as Aflac,
Cigna, Guardian, MetLife, and Unum provide a competitive advantage and added credibility.

#3: The benefits industry is on fire. Legislation including the ACA has created an urgent and pervasive need in the
marketplace for our technology.

#2: PlanSource has the right product. Show off our sophisticated cloud-based technology that meets the needs of
even the most complex benefit programs.

#1: PlanSource is the right company. Join an up-and-coming high-growth technology company that is well funded
and values its employees and their families.

4
www.plansource.com