CorePlan

Account Manager

• Plan and coordinate post‑implementation tasks across the CS lifecycle.
• Run regular customer check‑ins (monthly, quarterly, annually) to align on goals and performance.
• Proactively monitor account health, document key interactions and any actions taken to improve it.
• Keep CRM and internal systems accurate and up to date, and provide regular status updates to internal stakeholders.
• Share customer insights, feedback and risks with cross‑functional teams and capture feedback to drive continuous improvement.
• Continue to develop our post‑implementation playbooks, best practices and support processes.
• When required, assist our support channels by leading conversations to escalate or resolve customer queries.
• As part of your onboarding, run implementations and onboarding for new customers to solidify your knowledge of our customer requirements and our product.

Solutions Engineer

• Own end-to-end delivery of customer and partner integrations - from discovery and technical design through to go-live and ongoing production support.
• Design and implement robust, data-heavy integrations using CorePlan APIs, events, and data platforms, with a strong focus on data validity, traceability, and auditability.
• Translate customer operational workflows (planning, drilling, dispatch, billing, GIS etc.) into clear technical requirements and build reusable, configurable, maintainable integration patterns and solutions.
• Work directly with customers and partners during discovery, testing, and go-live - you are the technical face of the integration. What you learn in customer delivery shapes CorePlan's integration architecture and influences product direction
• Collaborate with Product and Engineering to protect core product boundaries and shape how integration patterns scale across customers
• Reduce escalation load and build documentation and standards that make the team's integrations supportable, not just deliverable

Account Manager

Integration Engineer