Customer Success Manager

Customer Success Manager

At OnePlan, we specialize in creating AI-enabled solutions that make strategic portfolio, financial, resource, and work management seamless. We help businesses bridge the gap between strategy and execution by offering solutions that boost business agility, streamline project management, and optimize resources.

What truly makes OnePlan stand out is our commitment to delivering powerful solutions and fostering a culture of collaboration. We combine robust analytics with a platform that integrates seamlessly into the tools businesses already know and trust. Our high-trust, team-focused environment allows us to innovate quickly and deliver solutions that drive meaningful results for our clients. We're passionate about exceeding expectations, working together to empower organizations to succeed in a rapidly changing business landscape.

About the Role

As a Customer Success Manager, you will be working closely with customers, internal teams, and stakeholders to ensure that every OnePlan user has a seamless and satisfying experience. You'll be the key point of contact for assigned customers, ensuring long-term success, addressing customer needs, and helping clients achieve their business goals.

What You'll Do at OnePlan

• 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.

Our Ideal Fit

More Reasons Why You Should Apply!

At OnePlan, we are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, or veteran status. We are proud to be an equal-opportunity workplace.

Upon receipt of an offer letter, candidates will be subject to a standard background check process. Disclaimer : We'll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we'll follow our standard hiring process every time. You'll never be asked for money or personal information during the interview process. If something feels off, don't hesitate to reach out to us to confirm.

About OnePlan Solutions

OnePlan offers a strategic portfolio, financial and resource management solution that fits the needs of every PMO. Optimize your portfolio, financials and resources enterprise wide. Connect OnePlan with Microsoft Project, Office 365 Planner, Azure DevOps, Jira, and more for a complete view into all work across the enterprise.