Full-Time Customer Success Manager

About OnePlan: At OnePlan, we create AI-enabled solutions for strategic portfolio, financial, resource, and work management. We connect strategy and execution, increasing business agility and optimizing resources.

Customer Success Manager Responsibilities:

• Effectively onboard new customers, guiding them through deployment and post-deployment success.
• Develop tailored success plans for customers, focusing on key success factors.
• Conduct regular check-ins (monthly/quarterly) to monitor progress and identify improvements.
• Collaborate with Professional Services to identify new opportunities.
• Provide strategic guidance on product use, account modifications, and business expansion.
• Monitor customer adoption, ensuring alignment with business needs.
• Facilitate renewals and support agreements to minimize churn.
• Collect customer feedback and collaborate with product/engineering for roadmap input.
• Act as a trusted customer advocate and thought leader.

Ideal Candidate Qualifications:

• 5-8 years experience in a Customer Success or account management role at a B2B SaaS company.
• Proven experience managing enterprise accounts.
• Ability to collaborate and build strong relationships (including executive level).
• Experience working with cross-functional teams.
• Excellent communication skills (leading meetings/webinars).
• Strong organizational skills.
• Passion for customer service.

Benefits: Remote-first work environment. Global team across the USA, Canada, UK, and India.

Recognition: Global Microsoft Partner of the Year (2019-2022) and recognized as a "Strong Performer" by Forrester.

Company Values: Equal opportunity employer; comprehensive benefits, including health, dental, vision; employer RRSP and 401K matching.

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