PlannerPal

Customer Success Manager

• Own the onboarding process and ensure new clients see immediate value
• Engage with teams within our larger customer firms to deepen platform usage
• Build long-term relationships that drive trust, engagement, and retention
• Deal with challenges around usage, engagement, and success metrics proactively
• Identify and support upsell and expansion opportunities within existing firms
• Collaborate with sales to manage the full customer lifecycle, from onboarding to renewal
• Promote new features and help firms realise their full value
• Bring insights from clients into product discussions
• Contribute to new feature ideas and successful product launches
• Work with Customer Success, Sales, and Founders to scale strategies for growth
• Contribute to continuous improvements across support tools and processes

Customer Success Executive – AI WealthTech