Own change management and AI adoption for the Professional Services team, building AI-assisted workflows and enablement to shorten implementation timelines, speed integrations, and ensure responsible scaling within security, compliance, and data-governance standards.

The Customer Success Advocate will own day-to-day relationships with a portfolio of strategic clients, lead onboarding and success plans, surface risks/opportunities using data, and partner with Sales on expansion and renewals. Preferred: 3+ years in a client-facing customer success role in financial software or SaaS; familiarity with Microsoft and Google productivity suites, Salesforce and Gainsight is a plus.

Planful is hiring a Customer Success Manager to manage a portfolio of clients (remote, North America), drive adoption and value from the Planful platform, support onboarding, lead renewals and expansion, and act as a voice of the customer. The role requires cross-functional collaboration with support, sales, product, and engineering; use of Gainsight, Salesforce and other CS tools; strong project/time management, consultative advisory, and financial planning/reporting domain knowledge. Preferred: 5+ years in a client-facing CSM role in financial software or SaaS.