Customer Success Manager



United States · Remote
Posted on Wednesday, September 13, 2023

About Us

Planful is the pioneer of financial performance management cloud software. The Planful platform is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,300 customers, including Boston Red Sox, Bose, 23andMe, Zappos, and Five Guys rely on Planful to accelerate their cycle times, increase productivity, and improve accuracy. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at or connect on Twitter via @planful.

Why Join Planful?

Our team is full of highly experienced and passionate individuals, who are dedicated to continuously making our product and technology the best in the FP&A space. Apart from working with fantastic people and customers everyday, we also have some pretty awesome benefits too:

  • Full medical, dental, vision benefits as well as life insurance
  • Generous Paid Maternity/Paternity leave
  • Volunteer Days
  • Employee discount and assistance program
  • Flexible working hours on many teams
  • Regular team and office events! (virtually)

About the role:

To achieve our goals, we are looking for a Customer Success Manager to join our team. This is a highly visible role, working with our most prestigious clients. By building strong relationships, acting as a trusted advisor, and bringing technical subject matter expertise, you will help maximize the Planful platform to meet clients financial planning objectives.

Your impact:

As our Customer Success Manager, you will be responsible for overseeing a successful onboarding experience, maintaining ongoing business objectives, helping your clients maximize value realization from their Planful solution, and ultimately ensure the renewal of key accounts. Through strong leadership, you will manage the overall relationship with your clients, and closely partner with Sales on expansion opportunities. As part of this expanding team, you will also bring your experiences and thought leadership to help build out scalable and repeatable processes to be leveraged across our customer base.

You will have the opportunity to:

  • Manage and work with a portfolio of Planful’s most strategic clients and establish value-driven, outcomes focused partnerships
  • Collaborate with senior level leaders, cross-functionally to drive client success
  • Define and execute best in class, scaleable, and repeatable processes to ensure client satisfaction
  • Leverage thought leadership and consultative skills with your clients to help maximize and expand the use of their Planful solution
  • Be curious, provide new ideas, challenge the status quo and help make our team best in class

You will have:

  • Strong Project & Time Management Skills and can:
    • Create & oversee success plans and corresponding action plans necessary to achieve successful, value-based outcomes
    • Have a strong sense of urgency and ownership to complete and manage tasks in a timely manner
    • Proactively resolve issues that stand in the way of client success
    • Work collaboratively and cross-functionally with all departments at Planful
    • Prioritize and focus on work required across a broad set of customers
  • Relationship Management skills that allow you to:
    • Own day-to-day relationship with the client
    • Understand the needs and objectives of the client in order to maintain strong partnership
    • Coordinate key project stakeholders, both internally and externally
    • Provide high quality written and verbal client communications including regular business reviews
    • Identify new business opportunities within accounts and partner with Sales to execute upon accordingly
    • Understand all key client contacts and develop both depth and breadth of relationships accordingly
    • Connect clients with other clients through various forums to drive networking and knowledge sharing
    • Have a strong executive presence to help influence and drive change with your clients
  • Can-do attitude that enables you to:
    • Roll your sleeves up and learn the Planful technology at a proficient level
    • Think creatively about solving customer business challenges
    • Provide a positive attitude to help influence the greater success of the Planful Customer Success team
    • Take pride and ownership in all that you do

Preferred Qualifications:

  • 3+ years in a SaaS client-facing role
  • Speak language of Finance, have experience dealing with office of the CFO
  • Excellent communication skills (both written and verbal) with strong presentation and facilitation skills
  • Proficiency in Microsoft Tool Suite (Powerpoint, Excel, Word) and Google Tools Suite (Slides, Sheets, Docs), Salesforce and Gainsight a plus
  • Demonstrated ability to influence and consult (providing options with pros, cons and risks) and lead sponsors/stakeholders to the solution of business process and/or technical problems
  • Preference for understanding of Finance, financial planning & reporting processes

Pay Transparency Statement

At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location.

Our base salary range for this role is $90K-$115K per year USD. As a part of this role, you are also eligible for equity, benefits, wellbeing resources, and commissions/bonuses. More details about our company benefits can be found here: