Customer Success Manager

Company Overview

Planview has one mission: to build the future of connected work, from ideas to impact.

As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100.

At Planview, our people connections drive our innovation and success. Our global team of 1400+ work remotely and across our offices including Austin, Vancouver, Hod Hasharon, Bangalore, Sydney, and Stockholm. We’re proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere.

Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and Twitter.

The Opportunity

The CSM drives Planview solution adoption, retention, and growth by collaborating across teams to deliver solutions that help customers achieve desired outcomes. They maintain strong partnerships within Planview, fostering a team-focused approach to customer success. The CSM also utilizes internal tools and processes to keep management and teams updated on customer status, health, and retention forecasts.

What Youll Do

• Build trusted advisor relationships with key stakeholders, ensuring alignment between Planview solutions and customer goals.
• Develop and track customer success plans to drive adoption, expansion, and long-term growth across the enterprise.
• Own customer advocacy, retention, and growth, ensuring positive experiences and timely issue resolution.
• Understand customers’ industries, challenges, and objectives to align Planview products with business outcomes.
• Maintain regular communication with key contacts and gather feedback to inform product improvements.
• Collaborate with internal teams to mitigate risks, strategize customer success, and report on retention, growth, and forecasts.
• Support Professional and Education Services sales and license expansions, and travel as required for customer visits and events.
  
  

What Youll Bring

• 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.
• Strong background in Project Portfolio Management (PPM), Professional Services Automation (PSA), or related solutions, with experience in waterfall, agile, or Lean-Agile delivery.
• Proven success driving outcomes with enterprise customers and engaging C-level stakeholders.
• Experience with account planning, project management, and organizational change management.
• Familiarity with Customer Success best practices, CRM tools, and enterprise SaaS environments.
• SAFe Agilist certification and Planview product experience are nice to have.
  
  

Benefits At Planview

At Planview, you’ll join our global team and culture which reflects the vibrant communities in which our employees live and work. To support you at Planview, you will enjoy:

• 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.
  
  

Now is a great time to join our team. If you are looking for a place to grow your career, innovate with best-in-class solutions, and build the future of connected work, Planview is the right place for you!

Diversity, Equity and Inclusion at Planview

As part of our efforts to build a workforce with diverse talent, we encourage applications from Indigenous, Black, and other racialized communities, 2SLGBTQIA+ communities, people with neurodivergence, immigrants, people with disabilities, and other equity deserving groups. In addition to building a diverse workforce, we are committed to fostering an inclusive and accessible experience. Reasonable accommodations for the interview process can be requested by emailing recruitment@planview.com.

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