OnePlan logo
OnePlan

Unlock Business Agility with products and services for enterprises on the Microsoft platform

Customer Success Manager

Location

Canada

Posted

4 days ago

Salary

0

Seniority

Junior

Bachelor Degree1 yr expEnglish

Job Description

Customer Success Manager

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.

Job Requirements

  • 1-5 years of experience in a Customer Success or account management role at a B2B SaaS company.
  • Proven experience managing enterprise-level accounts, including customer escalation and issue resolution.
  • Ability to collaborate and build strong relationships with clients and internal teams, especially at the executive level.
  • Experience working with cross-functional teams, including Sales, Services, and Product Management.
  • Excellent communication skills, including leading meetings and webinars.
  • Strong organizational skills with the ability to manage time effectively and handle multiple priorities.
  • A passion for customer service and helping businesses succeed with technology solutions.

Benefits

  • We’re a remote-first company with team members across the USA, Canada, UK, and India!
  • OnePlan has been recognized as the Global Microsoft Partner of the Year in Project Portfolio Management in 2019, 2020, 2021, 2022 and 2023.
  • We’ve been named a "Strong Performer" in the latest Forrester Strategic Portfolio Management WAVE report.
  • We offer comprehensive health, dental, and vision benefits, with additional insurance options.
  • Employer RRSP and 401K matching programs.
  • A fun, collaborative, and diverse environment with regular health and team challenges to keep things light and enjoyable!

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