PlanSource, a leading cloud-based benefits administration technology and service provider, has announced the appointment of Ana Perez as its new Chief Marketing Officer. In her role, Ana will focus on increasing brand awareness, generating sales pipeline, expanding partnerships, and enhancing customer retention, engagement, and expansion.
Ana Perez’s Vision and Background
“I’m excited to be joining the team at PlanSource to advance their mission of transforming employee benefits,” said Ana Perez. “I’m particularly inspired by the leadership team’s bold vision for the future, their commitment to fostering a high-performance culture, and their dedication to customers and partners.”
Ana brings a wealth of experience as a seasoned marketing executive with a proven track record in driving growth and increasing customer retention. She excels at building high-performing teams and cultivating cross-functional partnerships. With a deep understanding of the employer-sponsored health and benefits industry, Ana is passionate about helping organizations maximize the health and wellbeing of their employees.
Prior to joining PlanSource, Ana served as the Chief Marketing Officer at Radancy and held a similar role at Benefitfocus for three years. She has also worked in marketing leadership positions at League, a benefits engagement platform, and at Aon, where she was the Vice President of Marketing for the Health and Benefits business. Ana holds a Master’s in Business Administration from Northwestern’s Kellogg School of Management and a Bachelor of Arts in Communications from Boston University.
Strategic Growth at PlanSource
“I’m thrilled to welcome Ana to the team at PlanSource,” said Mike Morini, CEO of PlanSource. “She is a dynamic leader and proven marketing executive within the industry who will make an immediate impact on our Go-to-Market strategy. Her energy, drive, and culture-focused philosophy are a perfect fit for our team.”
Ana joins PlanSource during a period of significant growth. In 2023 alone, more than 760 new employers selected PlanSource as their benefits engagement platform, representing nearly 500,000 employees. This surge has led to a nearly 20% increase in consumer platform traffic. Furthermore, PlanSource is set to launch major product innovations throughout 2024, including AI-powered functionality designed to enhance the benefits experience for HR teams and their employees year-round.
With Ana Perez at the helm of marketing, PlanSource is poised to advance its mission of transforming employee benefits while fostering a high-performance culture and delivering exceptional value to its customers and partners.