Customer Success Manager

OnePlan

Customer Success Manager at OnePlan managing customer relationships and ensuring satisfaction. Onboarding new clients and optimizing their use of OnePlan's solutions.

Posted 5/22/2026full-timeRemote • 🇨🇦 CanadaJuniorWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

- 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 Portfolio Management in 2019, 2020, 2021, 2022 and 2023.
- 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!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer successaccount managemententerprise-level account managementissue resolutioncustomer feedback collectionsuccess plan developmentcustomer adoption monitoringsubscription renewal facilitationstrategic guidance

Soft Skills

collaborationrelationship buildingcommunicationorganizational skillstime managementcustomer servicethought leadership