Customer Success Advocate

Job Summary

To support client success, the full-time remote Customer Success Advocate will manage relationships with strategic clients, ensuring they maximize the value of the Planful platform while driving onboarding and account renewals.

Key responsibilities

• Manage a portfolio of strategic clients to establish value-driven partnerships
• Collaborate with cross-functional teams to drive client success and satisfaction
• Define and implement scalable processes to enhance client engagement and outcomes

Required qualifications

• 3+ years in a client-facing Customer Success Manager role, preferably in Financial Software
• Proficiency in Microsoft and Google Tools Suite; familiarity with Salesforce and Gainsight is a plus
• Experience in a SaaS environment with an understanding of finance and financial planning processes
• Strong project and time management skills, with a proactive approach to resolving client issues
• Ability to influence and consult with stakeholders on business process and technical challenges