About the Role

We are seeking a dedicated Customer Success Manager to join our dynamic team. In this highly visible role, you will work closely with our prestigious clients, acting as a trusted advisor and bringing your technical expertise to help them achieve their financial planning objectives. Your primary goal will be to maximize the use of our Planful platform to enhance client satisfaction and drive peak financial performance.

Responsibilities

• Build and maintain strong relationships with clients, ensuring their ongoing success with the Planful platform.
• Act as a trusted advisor to clients, providing insights and recommendations based on their specific needs and objectives.
• Collaborate with clients to understand their financial planning processes and identify areas for improvement.
• Deliver training and support to clients, enhancing their understanding and utilization of the platform.
• Monitor client account health and proactively address any issues or concerns.
• Work closely with internal teams to ensure client feedback is incorporated into product development and service enhancements.
• Conduct regular check-ins with clients to review performance metrics and drive engagement.
• Assist clients in leveraging our award-winning AI capabilities to accelerate decision-making and improve accuracy.

Requirements

• Bachelor’s degree in Business, Finance, or a related field.
• 3+ years of experience in customer success, account management, or a similar role, preferably within the software industry.
• Strong understanding of financial planning and performance management processes.
• Excellent communication and interpersonal skills, with a proven ability to build relationships with clients.
• Technical proficiency to understand and convey complex software solutions.
• Demonstrated ability to manage multiple client accounts and priorities effectively.
• Strong problem-solving skills and a proactive approach to client management.

Benefits

• Competitive salary and performance-based bonuses.
• Comprehensive health and wellness benefits.
• Flexible work environment with remote work options.
• Professional development opportunities to further your career.
• Access to cutting-edge technology and tools.
• Dynamic and inclusive company culture.