Customer Success Associate
Planful
Job Overview
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Job Description
About Us
Planful is the pioneer of financial performance management cloud software. The Planful platform helps businesses drive peak financial performance through planning, budgeting, consolidations, reporting, and analytics. Award-winning AI capabilities accelerate decision-making for users in over 100 countries. With more than 1,500 customers including renowned names such as Bose, Boston Red Sox, and Five Guys, Planful is backed by Vector Capital, a leading global private equity firm.
About The Role
The Customer Success Associate (CSA) role supports customer engagement and retention efforts. Working closely with Customer Success Managers, you will proactively engage customers, build relationships, and drive adoption across the customer base. This entry-level role offers a clear path for growth into a Customer Success Manager position.
Requirements
- 2+ years of experience in a customer-facing role (Customer Success, Sales, SDR/ADR, Account Management, Customer Support, or similar)
- Experience in a SaaS environment
- Proficiency in Salesforce; Service Cloud is a plus
- Ability to manage multiple priorities in a fast-paced setting
- Strong communication skills via phone, email, and virtual meetings
- Proven track record of meeting activity or performance-based goals
- Basic knowledge of finance, accounting, financial planning or reporting processes is a plus
Responsibilities
- Engage a portfolio of Planful customers to drive adoption and awareness
- Conduct outreach campaigns through calls, emails, and meetings
- Re-engage dormant or low-touch accounts and build initial relationships
- Document customer interactions and insights in Salesforce and other tools
- Identify risks, opportunities, or signals for expansion
- Collaborate with Sales, Support, Product, and other teams
- Maintain visibility into account activity and engagement metrics
- Represent the Customer Success team with professionalism
- Continuously build product knowledge and contribute to outreach improvements
Why Planful
Planful is committed to enriching the world by helping customers and employees achieve peak performance. Employees enjoy benefits such as volunteer days, Birthday PTO, company-wide Wellness Days, family support initiatives, exciting team off-sites, home office setups, and participation in Employee Resource Groups. Engage in programs like Movember, Summer Wellness, and more in a supportive, inclusive culture.
Pay Transparency Statement
The base salary range for this role is $55,000 – $65,000 USD per year, dependent on experience and location. Bonus or commission eligibility is also available. Learn more about our benefits here.
Key skills/competency
Customer Success, Engagement, SaaS, Salesforce, Communication, Relationship, Retention, Outreach, Organization, Finance
How to Get Hired at Planful
- Research Planful's culture: Understand their mission, values, and news.
- Customize your resume: Emphasize customer engagement and SaaS experience.
- Highlight Salesforce skills: Showcase your proficiency in Salesforce.
- Prepare for interviews: Review common customer success scenarios.
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