Customer Success Manager
New
P
PlanfulFinancial Software
Remote, North AmericaFull-TimeMiddle
Salary95,000 - 115,000 USD per year
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Job Details
- Experience
- 5+ years
- Required Skills
- SalesforceReportingCustomer SuccessSaaS
Requirements
- 5+ years in a client-facing, Customer Success Manager role in Financial Software.
- Experience in a SaaS environment.
- Understanding of Finance, financial planning & reporting processes.
- Excellent communication skills with strong presentation and facilitation skills.
- Proficiency in Gainsight, Salesforce, and G-suite.
- Demonstrated ability to influence and consult with sponsors and stakeholders.
- Strong project and time management skills.
- Executive presence to influence and drive change with clients.
Responsibilities
- Manage and work with a diverse portfolio of Planful’s clients and establish value-driven, outcomes focused partnerships.
- Collaborate and manage across multiple functions including support, sales, product, engineering, and senior leadership to drive client success.
- Define and execute best in class, scaleable, and repeatable processes to ensure client satisfaction.
- Provide proactive, consultative guidance to clients regarding highest and best use of Planful.
- Utilize knowledge in common Financial Planning, Reporting, Consolidation and Forecasting processes to connect client challenges with platform capabilities.
- Act as the Voice of the Customer to communicate needs and opportunities to internal stakeholders.
- Utilize Gainsight, SFDC and other tools to document, collaborate and manage customer interactions.
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