Customer Success Manager
Core
Drive peak financial performance for clients by acting as a trusted advisor to maximize value realization from the Planful financial performance management platform.
Role type
Senior Customer Success Manager (Financial Software SaaS)
Builds
Scalable, repeatable customer success processes and client adoption strategies for financial planning software.
Domain
Financial Performance Management (FP&M) / Cloud Software
Deliverable
client delivery
Required skills
Financial planning, reporting, consolidation, and forecasting expertise; SaaS customer success experience; consultative sales partnership; data-driven risk identification; executive presence; cross-functional collaboration.
Preferred skills
Proficiency in Gainsight and Salesforce; experience with AI tools (e.g., ChatGPT); 5+ years in client-facing CS roles within financial software.
Technologies
Gainsight, Salesforce, G-suite, Planful platform
Responsibilities
Manage a diverse portfolio of prestigious clients to ensure renewal and expansion; define and execute scalable success processes; provide proactive consultative guidance on financial planning capabilities; act as the Voice of the Customer to internal stakeholders; utilize data to identify adoption risks and opportunities; partner with Sales on expansion opportunities.
Seniority
Senior, hands-on IC with strategic account ownership
