Customer Success Manager

• Provide ongoing support to English-speaking, Spanish-speaking, and bilingual clients throughout the customer journey.
• Establish clear client retention goals and build post-sale relationships to drive adoption of PlanHub’s product platform.
• Assist customers with onboarding including account setup, product navigation, and training in both English and Spanish.
• Conduct product walkthroughs, support calls, and training sessions in both languages.
• Promote the value of PlanHub’s product suite and encourage adoption; identify upsell opportunities for additional services and features.
• Call on clients quarterly to ensure training milestones are achieved, assess changes in needs, and provide tailored training or support plans.
• Proactively re-engage inactive clients (e.g., 30 days without login) and act as a trusted partner to help clients achieve long-term success.
• Support customers transitioning from sales prospects and take ownership of the customer journey; work directly with clients to solve problems and ensure satisfaction.
• Occasionally travel to West Palm Beach, FL office as required.

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