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Job Description

Being a customer success manager at Planhat is something we take seriously. Customer Success is not only our bread and butter but what we care a lot about. As a Customer Success Manager you will be working with leading SaaS companies and be their trusted advisor in everything Customer Success.

We're looking for a passionate CSM for US east coast business that can make a direct connection between our customers strategic goals and how our solution is implemented. You will configure our product to drive key processes and link the changes in KPIs to ROI models that ultimately drives business results for our customers.

You will be managing a portfolio of customers. You’ll drive the initial implementation and integration, you’ll educate current customers about new functionalities, best practices, industry developments and help increase the value Planhat delivers to their business.


  • Oversee the onboarding, adoption and usage of new accounts
  • Be a Planhat product specialist
  • Analyze customer behaviour and help them be successful and meet their KPIs.
  • Manage Renewals, upsales and churn
  • Work with our tech, marketing and sales team to meet our customers expectations.

Skills & Requirements

  • Minimum 2 years of modern Customer Success Experience
  • Smart, humble and ambitious
  • Minimum Bachelor’s degree
  • Strong interpersonal and presentation skills.
  • Strong verbal and written communication skills in English
  • Analytical

Hiring Manager
Vitor Lopes

About the company

Planhat is a SaaS based Customer Success Management platform that helps subscription businesses to retain and grow the revenue stream from existing customers. We help Customer Success Managers to manage their renewals, reduce churn, understand product adoption and drive business outcomes.

As a leading Customer Success platform, Planhat is helping customers solve their customer success challenges at scale.

Planhat is in a growth phase. Our business is global with customers in all continents. Our team is experienced, highly skilled and we have a no-nonsense culture. We're down to earth, focused on (true!) value creation. We think deeply about customer success and we're here to help shape our industry.

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Our Location

Toronto +11 more

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