Customer Success Advocate

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee and collaborate with a portfolio of Planful’s key clients, fostering value-driven and outcome-focused partnerships.

• Work alongside senior leaders and cross-functional teams to enhance client success.

• Develop and implement top-tier, scalable, and repeatable processes to guarantee client satisfaction.

• Utilize your thought leadership and consultative skills to help clients maximize and broaden the use of their Planful solutions.

• Maintain curiosity, propose innovative ideas, challenge existing norms, and contribute to elevating our team to best-in-class status.

⛳️ Requirements

• Minimum of 3 years in a client-facing Customer Success Manager position within the Financial Software sector.

• Exceptional communication skills, both written and verbal, accompanied by strong presentation and facilitation abilities.

• Proficient in Microsoft Tool Suite (PowerPoint, Excel, Word) and Google Tools Suite (Slides, Sheets, Docs); experience with Salesforce and Gainsight is a plus.

• Proven capacity to influence and provide consultative guidance (offering options with pros, cons, and risks) while leading sponsors and stakeholders to resolve business process and/or technical challenges.

• Background in a SaaS environment.

• Familiarity with finance, financial planning, and reporting processes.

🏝️ Benefits

• Two volunteer days.

• Birthday PTO and quarterly company wellness days.

• Three months' supply of diapers and meal deliveries for the first month of your maternity/paternity leave.

• Annual Planful Palooza, our company-wide culture kickoff event held in cities like San Diego, Denver, and most recently - Palm Desert, California!

• Team-specific offsites in locations such as New York, Sonoma, or our newly established headquarters in downtown San Francisco.

• Office hubs in San Francisco, Toronto, and London, along with benefits like home office setup and monthly reimbursements for Wi-Fi and cell phone expenses for all employees, whether in-office or remote.

• Company-wide mentorship program with executive sponsorship from the CFO and targeted monthly training programs for managers.

• Employee Resource Groups, including Women of Planful, Parents of Planful, and several others. We encourage our team members to express their authentic selves and fully support the creation of new ERGs and communities.