Planful
Customer Success Manager
USA, CanadaRemotePosted Today$95,000 – $115,000
Full TimeSeniorRemoteCA
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Job Description
About UsPlanful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline
Key Highlights
- 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 your knowledge in common Financial Planning, Reporting, Consolidation and Forecasting processes to “connect the dots” of client challenges with Planful capabilities.
Qualifications
Required Qualifications
- 5+ years in a client-facing, Customer Success Manager role in Financial Software
- Excellent communication skills (both written and verbal) with strong presentation and facilitation skills
- Proficiency in Gainsight, Salesforce and G-suite. Experience with AI including ChatGPT 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
- Experience in a SaaS environment
- Understanding of Finance, financial planning & reporting processes
About the Company
Planful
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Job Details
Employment Type
Full Time
Experience Level
Senior
Salary Range
$95,000 – $115,000
Location
USA, Canada
Work Mode
Remote
Posted
Today
Country
CA