Customer Success Advocate

Host Analytics Inc

Customer Success Advocate managing relationships with strategic clients in financial software. Leveraging consultative skills to maximize platform usage and client satisfaction.

Posted 7/22/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $60,000 - $70,000 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 the Financial Software sector. Proficient in leveraging consultative skills and best practices to enhance client satisfaction and maximize the use of SaaS solutions.

Highest-signal resume keywords

Customer Success ManagementFinancial Software ExperienceMicrosoft Tool Suite ProficiencyConsultative SkillsSaaS Environment Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Success ManagementFinancial Software ExperienceConsultative SkillsProcess Definition and ExecutionClient Relationship Management

Soft Skills

Excellent Communication SkillsPresentation SkillsFacilitation SkillsInfluencing SkillsCuriosity and Innovation

Tools & Technologies

Microsoft Tool SuiteGoogle Tools SuiteSalesforceGainsight

Industry Keywords

FinanceFinancial PlanningReporting ProcessesSaaS

About the role

Key responsibilities & impact

Manage and work with a portfolio of Planful’s most strategic clients and establish value-driven, outcomes focused partnerships
Collaborate with senior level leaders, cross-functionally to drive client success
Define and execute best in class, scaleable, and repeatable processes to ensure client satisfaction
Leverage thought leadership and consultative skills with your clients to help maximize and expand the use of their Planful solution
Be curious, provide new ideas, challenge the status quo and help make our team best in class

Requirements

What you’ll need

3+ 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 Microsoft Tool Suite (Powerpoint, Excel, Word) and Google Tools Suite (Slides, Sheets, Docs), Salesforce and Gainsight 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