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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 deeply 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 our San Francisco office 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

  • Smart, humble and ambitous
  • Minimum Bachelor’s degree
  • Passionate about customer success
  • Experience in B2B Sales or Customer Success
  • SaaS experience preferred but not a must
  • Strong interpersonal and presentation skills.
  • Strong verbal and written communication skills in English

Hiring Manager
Vitor Lopes

About the company

Planhat is a SaaS based Customer Success Management platform that helps Customer Success Managers to manage their renewals, reduce churn and grow their accounts. Planhat's software is beautiful, it’s easy-to-use and it creates a ton of value for our customers!

Read more about our [customer success tool here

Visit website

Our Location

Miami +10 more

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