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

AI Engineer

• Design, build and operate generative AI products for the financial advice and wealth management industry
• Interpret high level business requirements
• Create these applications using Python and various frameworks and libraries
• Test and optimise these applications - using both automated unit tests and LLM evaluations
• Keep pace with advancements in the generative AI sector - new models, new application frameworks and architecture patterns, etc
• Collaborate closely with the firm’s founders on shaping the product roadmap
• Collaborate closely with the rest of the PlannerPal engineering team