PC

Phil Carollo

President, Sales

Profile Overview



Name: Phil Carollo
Current Position: President, Sales
Company: PlanSource
Location: Winter Park, Florida, United States
LinkedIn Profile: [Phil Carollo](https://www.linkedin.com/in/philcarollo1)
Contact Information: (407) 474-7897

Professional Experience



Phil Carollo is a seasoned professional with extensive experience in sales and management roles. He currently serves as the President of Sales at PlanSource, a role he has held since May 2010. Prior to his current position, he was the Executive Vice President of Sales at PlanSource.

Key Responsibilities and Achievements:


  • Leadership Role: As President of Sales, Phil plays a crucial role in driving the company's sales strategies and initiatives.

  • Empowerment Focus: His leadership style emphasizes empowering employees to take ownership of their roles, thereby fostering a culture centered on customers, culture, and community.

  • Strategic Growth: Under his leadership, PlanSource has seen significant growth, partly due to strategic partnerships, such as the one announced on June 11, 2024.


Educational Background



  • Degree: Bachelor’s Degree

  • Institution: Florida State University

  • Years Attended: 1985-1990


PlanSource Overview



Company Description: PlanSource is a comprehensive benefits administration software provider that empowers employees and HR teams with the tools to manage employee benefits efficiently. The company is part of the Vista Equity Partners portfolio, which includes over 60 enterprises, making it one of the largest software firms globally.

Key Leadership Team:


  • Mike Morini: Chief Executive Officer

  • Alan Primeaux: Chief Operating Officer

  • Ewan Auguste: Chief Marketing Officer

  • Jennifer Zador: General Counsel & Chief Compliance Officer

  • Madhu Venkatarajan: Country Head & VP (R&D), PlanSource India

  • Sharon Brand: Chief People Officer

  • Srinivasan (Srini) Venkatramani: Chief Product and Technology Officer


Corporate Headquarters:


122 W. Pine Street, Suite 203, Orlando, FL 32801

Additional Insights



  • Customer-Centric Approach: PlanSource prides itself on an employee and customer-first approach, which aligns with Phil Carollo's leadership principles.

  • Market Position: With a highly rated executive team and robust product offerings, PlanSource is well-positioned in the market, further supported by its backing from Vista Equity Partners.


Professional Network



Phil Carollo maintains an active professional network with 487 connections on LinkedIn, predominantly within the Orlando, Florida area. His connections and influence within the industry could be valuable for networking and partnership opportunities.

Contact Information:


  • Phone: (407) 474-7897





This report provides a comprehensive overview of Phil Carollo's professional background and his significant role within PlanSource. The information underscores his capabilities and the strategic direction he helps to steer within the company, making him a pivotal contact within the organization.