Planview · 1 week ago
Customer Success Manager
United States
Full-time
Remote
Senior Level
5+ years expPlanview is a global leader in work and resource management, dedicated to building the future of connected work. The Customer Success Manager is responsible for driving solution adoption, retention, and growth by collaborating across teams and maintaining strong partnerships to ensure customer success.
CollaborationEnterprise SoftwareInformation TechnologyManagement Information SystemsProject ManagementSaaSSoftware
Responsibilities
Build trusted advisor relationships with key stakeholders, articulating the value of Planview solutions and ensuring alignment with customer goals and business outcomes
Develop and monitor customer success plans to drive adoption, expansion, and long-term growth of Planview products across the customer enterprise
Take responsibility for customer advocacy, retention, and growth, ensuring positive customer experiences and timely issue resolution
Develop a comprehensive understanding of the customer’s industry, business challenges, desired business outcomes and business objectives and ensure close alignment with Planview products
Maintain up-to-date customer contacts, ensuring regular communication and gathering feedback to inform product development and improve customer satisfaction
Build executive-level relationships and collaborate with internal teams to strategize customer success, mitigate risks, and ensure alignment with customer objectives
Provide forecasts and business strategies to achieve targets, while analyzing customer retention, growth, and risk, and reporting to leadership
Advocate for Professional and Education Services sales and license expansions to drive customer adoption, and travel for customer visits and company events as required (subject to travel policies)
Qualification
Required
Bachelor's degree (BA/BS)
5-10 years in customer-facing roles within technology, including 5+ years in SaaS account management, customer success, sales, or consulting
Experience in Project Portfolio Management (PPM) or Professional Services (PS) using PPM or PSA solutions with waterfall and/or agile methodologies
Proven success driving customer outcomes with enterprise clients
Strong knowledge of Organizational Change Management, PPM/PS processes, and business strategies
Excellent communication, interpersonal skills, and experience working with C-level executives
Experience with account planning, project management, and prioritization
Familiarity with Customer Success best practices and CRM technologies
Preferred
Experience implementing PPM, PSA, or Lean-Agile solutions is a plus
SAFe Agilist certification and Planview product experience preferred
Strong team player, able to collaborate across teams in-person and virtually
Self-starter with the ability to thrive in a fast-paced, dynamic environment
Proficient in MS PowerPoint, with strong presentation and communication skills
Enthusiastic, flexible, and able to prioritize effectively under pressure
Excellent time management and ability to convey technical and business roadmaps clearly
Benefits
Unplugged Days: 4 company-wide paid days off per year to recharge and relax.
Generous PTO offerings (region dependent).
Region specific competitive benefit plans to support you at any life stage including parental leave, retirement, medical plans, wellness support, and remote work support.
Paid time to volunteer through Planview’s Force for Good Week.
Employee Referral bonus program.
Weekly office lunches for hybrid team members and social events.
Flexible work hours/environment.
Company
Planview
Planview is an end-to-end AI-driven platform that empowers business, tech, and transformation leaders to create organizational focus.
1001-5000 employees
H1B Sponsorship
Planview has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (1)
2023 (4)
2022 (3)
2021 (3)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
$113.35MKey Investors
TPG
2022-07-09Private Equity· $113.35M
2020-11-10Private Equity
2020-11-10Acquired
Leadership Team
Gregory S. Gilmore
Chief Executive Officer
Matt Zilli
Chief Executive Officer
Recent News
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2026-01-11
2026-01-07
Company data provided by crunchbase