Customer Success Manager

Host Analytics Inc

Customer Success Manager assisting clients in financial planning using Planful platform. Building relationships, ensuring satisfaction, and driving client success for a financial software company.

Posted 7/22/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $95,000 - $115,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships and driving customer success within financial software, utilizing strong communication and consultative skills to align client objectives with Planful capabilities.

Highest-signal resume keywords

Customer Success ManagementFinancial PlanningGainsight ProficiencySalesforce ProficiencySaaS Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ReportingForecasting ProcessesConsultative GuidanceProcess DefinitionData Analysis

Soft Skills

Excellent CommunicationPresentation SkillsFacilitation SkillsInfluencing SkillsCuriosity

Tools & Technologies

GainsightSalesforceG-suiteAI ToolsChatGPT

Industry Keywords

Client-FacingCustomer SatisfactionVoice of the CustomerTechnical EcosystemBusiness Requirements

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

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.
Leverage thought leadership and consultative skills with your clients to help maximize and expand the use of their Planful solution
Develop deep understanding of client business objectives, use cases, technical ecosystem and business requirements.
Act as the “Voice of the Customer” to communicate customer needs and/or opportunities to internal stakeholders such as product, marketing and support.
Provide escalation support as needed to ensure client satisfaction.
Work independently and at scale to deliver a consistent and repeatable customer experience.
Successfully utilize data to identify risks and opportunities within a customers adoption of Planful.
Utilize Gainsight, SFDC and other Customer Success specific tools to document, collaborate and manage customer interactions.
Be curious, provide new ideas, challenge the status quo and help make our team best in class

Requirements

What you’ll need

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

Benefits

Comp & perks

2 Volunteer days,
Birthday PTO, and quarterly company Wellness Days
3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, and most recently - Palm Desert, California!
Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for all employees, in-office or remote.
Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way