Customer Success Advocate at Planful (Worldwide Remote)

Do you thrive on building impactful relationships and guiding clients to achieve their biggest financial goals? Imagine a role where you become a trusted partner, empowering some of the world's most recognized brands to master their financial performance. At Planful, we are searching for a passionate Customer Success Advocate to join our team. This isn't just about support; it's about strategic partnership, leveraging cutting-edge technology to drive real, measurable success for our clients. If you are ready to make a significant difference, from anywhere in the world, then we want to hear from you!

Overview

Planful is the undisputed pioneer in financial performance management (FPM) cloud software. Our platform helps businesses worldwide streamline planning, budgeting, consolidations, reporting, and analytics. Award-winning AI capabilities accelerate decision-making for users in over 100 countries, helping them close faster, reduce cycle times, boost productivity, and improve accuracy. We are a private company proudly serving more than 1,500 customers, including industry leaders like Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized. Planful is backed by Vector Capital, a leading global private equity firm. This is a fully remote, global opportunity; we welcome talent from anywhere.

Key Responsibilities

Cultivate Deep Client Relationships: Become a primary point of contact and a trusted advisor for Planful's most valued and prestigious clients.
Drive Platform Maximization: Guide clients to fully leverage the Planful platform, ensuring it aligns perfectly with their evolving financial planning objectives.
Provide Expert Technical Guidance: Apply your subject matter expertise to assist clients with complex platform utilization and best practices.
Proactively Identify Opportunities: Work closely with clients to anticipate needs, resolve challenges, and identify areas for expanding their use of Planful solutions.
Advocate for Client Success: Represent client needs internally, collaborating with product, engineering, and sales teams to enhance their experience.
Monitor and Report Performance: Track client health, adoption rates, and key performance indicators, ensuring sustained value delivery.

Requirements

Proven experience in a customer success, account management, or similar client-facing role, preferably within a SaaS or B2B software environment.
Demonstrated ability to build strong, lasting relationships and influence key stakeholders.
A solid understanding of financial planning, budgeting, reporting, and analytics processes. Experience with FPM, ERP, or EPM systems is highly advantageous.
Strong technical aptitude with the ability to learn and articulate complex software functionalities.
Exceptional communication and presentation skills, both written and verbal.
A proactive, problem-solving mindset with a commitment to client satisfaction.
Ability to work independently and collaboratively in a fully remote, global team setting.

What You'll Gain

Global Impact: Work with leading companies across diverse industries and geographies from your home office anywhere in the world.
Career Growth: Join a dynamic, fast-growing company at the forefront of financial technology.
Trusted Partnerships: Become an indispensable resource for prestigious clients, solving real business challenges.
Innovative Environment: Contribute to a culture that values continuous learning and leverages cutting-edge AI.
Flexibility: Enjoy the benefits of a fully remote role within a supportive team.
Competitive Compensation: A rewarding package that recognizes your expertise and contributions.