Customer Success Manager - Upsell jobs in United States
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PlanHub · 13 hours ago

Customer Success Manager - Upsell

positionUnited States
timeFull-time
remoteRemote
seniorityEntry, Mid Level
money$60K/yr - $60K/yr
date1+ years exp

PlanHub is the leading pre-construction SaaS platform and marketplace helping general contractors, subcontractors, and suppliers connect and grow their businesses. They are seeking a Customer Success Manager - Upsell to drive revenue growth by managing and expanding relationships with existing customers, focusing on renewals and upselling to maximize customer retention.

B2BConstructionSaaSSoftware
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Responsibilities

Develop and implement comprehensive account strategies to maximize revenue and profitability from assigned accounts
Identify upsell and cross-sell opportunities, and manage account growth
Cultivate and maintain strong relationships with senior-level customer stakeholders, fostering trust and credibility
Conducting regular check-ins and meetings with assigned accounts
Proactively identify and mitigate potential risks or issues that may impact client satisfaction and retention

Qualification

Account managementSales mindsetSaaS knowledgeActivity managementCommunication skillsNegotiation skillsRelationship building

Preferred

1–2 years of experience in account management, sales, or a customer-facing role, preferably within a SaaS or technology environment
Proven ability to manage a high volume of accounts while maintaining quality and achieving targets
Strong activity management skills, with the ability to prioritise tasks and maximise productivity in a fast-paced environment
Exceptional communication and relationship-building skills, with the ability to engage stakeholders at all levels
Knowledge of SaaS sales metrics and processes, including expansion and retention strategies

Benefits

An awesome culture where you will be empowered, make an impact, and learn a ton.
Open time-off policy.
An excellent benefit package, including medical, dental, vision and life insurance.
401(k) plan with company match.

Company

PlanHub

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PlanHub is a cloud based software that allows general contractors to share project files and information with subcontractors and vendors.
dateFounded in 2008
location
West Palm Beach, Florida, USA
people-size51-200 employees
web-link
https://www.planhub.com/

Funding

Current Stage
Growth Stage
Total Funding
$41M
Key Investors
Mainsail Partners
2025-09-16Acquired
2020-10-20Private Equity· $41M

Leadership Team

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Kyle Conlan
Co-Founder & Board Member
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Tom Smart
Head of Sales
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Recent News

PR Newswire
PlanHub Partners with The Associated General Contractors of America to Provide Industry Leading Preconstruction Technology for AGC Members
2026-01-22
PR Newswire
PlanHub Joins Associated Builders and Contractors' Tech Marketplace to Advance Construction Technology Access for ABC Members
2026-01-06
PR Newswire
PlanHub Appoints Mourad Zerroug as Chief Technology Officer to Accelerate AI-Powered Preconstruction Operating System Vision
2025-12-16
Company data provided by crunchbase