Customer Success Manager

Job Summary

Owning the economic buyer relationship for a portfolio of enterprise accounts, the full-time Customer Value Advisor will drive value realization and expansion outcomes while engaging with C-suite executives and ensuring customer success throughout the lifecycle.

Key responsibilities

• Manage the economic buyer relationship from initial forecast through renewal, ensuring continuity across the customer lifecycle
• Build and maintain executive-level relationships, conducting regular business reviews that connect customer outcomes to their Planview investment
• Identify expansion opportunities and collaborate with Account Executives to advance qualified pipeline

Required qualifications

• 5+ years of experience as a strategic Customer Success Manager or account executive managing $250K+ ACV deal sizes
• Proven ability to engage in C-suite conversations and drive decisions
• Experience delivering value realization reviews or executive business reviews
• Strong commercial instinct with a track record of identifying expansion opportunities
• Management consulting or Value Engineering experience at a peer SaaS company is a strong plus