Senior Customer Success Manager
PVcase
Customer Success Manager, Spanish Speaker
PlanHub
full-time
Posted on:
Origin: • 🇺🇸 United States • Florida
Visit company websiteSalary
💰 $75,000 per year
Job Level
Mid-LevelSenior
About the role
- 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.
Requirements
- Minimum of 3 years of inbound sales or customer success experience (required).
- Fluency in English and Spanish (both written and verbal) (required).
- SaaS solutions experience; construction industry experience preferred.
- Experience supporting customer onboarding, training, and retention efforts.
- Strong communication and presentation skills, with ability to influence across languages.
- Creative problem solving and strong analytical skills.
- Strong organizational skills and passion for customer service.
- Familiarity with contact management and sales automation tools (HubSpot experience preferred).
- Bachelor’s degree in Business, Communication or similar fields (preferred).
- Applicants must be authorized to work for any employer within the United States; employer will not sponsor visas.
