Customer Success Manager

Job Summary

To support a growing team, the remote Customer Success Manager will manage a diverse portfolio of clients, ensuring successful onboarding, maximizing value realization from the Planful platform, and driving client satisfaction through strong relationship management and collaboration across functions.

Key responsibilities

• Manage and establish value-driven partnerships with a diverse portfolio of clients
• Collaborate across multiple functions to drive client success and satisfaction
• Provide proactive guidance to clients on the effective use of Planful solutions

Required qualifications

• 5+ years in a client-facing Customer Success Manager role, preferably in Financial Software
• Proficiency in Gainsight, Salesforce, and G-suite; experience with AI tools is a plus
• Demonstrated ability to influence and consult on business process and technical solutions
• Experience in a SaaS environment with an understanding of finance and financial planning processes
• Strong project and time management skills with a sense of urgency and ownership