About the Role

We are seeking a dedicated Customer Success Advocate to join our growing team. In this role, you will work closely with our prestigious clients, leveraging your expertise to enhance their experience with our financial performance management platform. Your ability to build strong relationships and act as a trusted advisor will be crucial in helping clients maximize the value of the Planful platform to achieve their financial planning objectives.

Responsibilities

• Build and maintain strong relationships with key client stakeholders to ensure their successful use of the Planful platform.
• Act as a trusted advisor, providing technical expertise and guidance to help clients meet their financial planning needs.
• Conduct regular check-ins with clients to assess their satisfaction and proactively address any concerns or challenges.
• Collaborate with internal teams to ensure alignment on client goals and deliverables.
• Assist clients in navigating the Planful platform, offering training and support as needed.
• Monitor client usage and performance metrics to identify opportunities for enhancement and growth.
• Prepare and deliver presentations to showcase new features and best practices that can benefit clients.
• Work to achieve established business objectives and contribute to the overall success of the Customer Success team.

Requirements

• Bachelor's degree in Business, Finance, or a related field.
• 2+ years of experience in customer success, account management, or a similar role.
• Strong understanding of financial performance management and planning processes.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients.
• Proficiency in using CRM software and other client management tools.
• Analytical mindset with a problem-solving attitude.
• Ability to work independently and as part of a team in a fast-paced environment.

Benefits

• Competitive salary and performance-based incentives.
• Comprehensive health, dental, and vision insurance plans.
• 401(k) plan with company matching contributions.
• Generous paid time off policy and flexible work arrangements.
• Opportunities for professional development and career advancement.
• Inclusive and supportive company culture.