Customer Success Manager

OnePlan Solutions-posted 1 day ago
Full-time • Mid Level
Remote • San Marcos, CA
5,001-10,000 employees
Resume
Match Score
Upload and Match ResumeTrack Jobs with Teal

As a Customer Success Manager, you will be working closely with customers, internal teams, and stakeholders to ensure that every OnePlan user has a seamless and satisfying experience. You’ll be the key point of contact for assigned customers, ensuring long-term success, addressing customer needs, and helping clients achieve their business goals.

  • Onboard new customers effectively, transitioning them from initial deployment to post-deployment success plans.
  • Develop success plans for customers, outlining their key success factors and recommendations.
  • Conduct regular check-ins through Monthly or Quarterly Success Reviews to measure progress and identify areas for improvement.
  • Collaborate with Professional Services to identify new opportunities and assist in transitions following deployments.
  • Respond to customer requests and offer strategic guidance on product use, account modifications, and business expansion.
  • Monitor customer adoption of OnePlan’s features and functionality, ensuring alignment with their business needs.
  • Facilitate renewals of subscriptions and support agreements, minimizing churn by maximizing customer satisfaction.
  • Collect customer feedback, collaborate with product and engineering teams, and ensure customer input is funneled into product roadmaps.
  • Act as a trusted customer advocate and thought leader, both internally and externally, sharing your insights and experiences.
  • 1-5 years of experience in a Customer Success or account management role at a B2B SaaS company.
  • Proven experience managing enterprise-level accounts, including customer escalation and issue resolution.
  • Ability to collaborate and build strong relationships with clients and internal teams, especially at the executive level.
  • Experience working with cross-functional teams, including Sales, Services, and Product Management.
  • Excellent communication skills, including leading meetings and webinars.
  • Strong organizational skills with the ability to manage time effectively and handle multiple priorities.
  • A passion for customer service and helping businesses succeed with technology solutions.
  • We’re a remote-first company with team members across the USA, Canada, UK, and India!
  • OnePlan has been recognized as the Global Microsoft Partner of the Year in Project and Portfolio Management in 2019, 2020, 2021, and 2022.
  • We’ve been named a "Strong Performer" in the latest Forrester Strategic Portfolio Management WAVE report.
  • We offer comprehensive health, dental, and vision benefits, with additional insurance options.
  • Employer RRSP and 401K matching programs.
  • A fun, collaborative, and diverse environment with regular health and team challenges to keep things light and enjoyable!
  • At OnePlan, we are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, or veteran status. We are proud to be an equal-opportunity workplace.
Track Jobs with Teal

Job Search Resources

•
Resume Builder
•
Customer Success Manager Resume Examples
•
Customer Success Manager Cover Letter Examples

Tools

Career Hubs

Guides

Company

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service