Customer Success Manager

Customer Success Manager

PlanHub is the leading pre-construction SaaS platform and marketplace helping general contractors, subcontractors, and suppliers connect and grow their businesses. Built with tradespeople in mind, PlanHub is designed around the user workflow to help boost productivity, maintain deadlines, increase revenue, and create relationships. Easily post projects or submit bids with anytime-anywhere collaboration for every commercial construction trade.

We are looking for a Customer Success Manager (SC) who can provide ongoing support to our clients and network with them. As a team member, you will contribute to building relationships, implementing new programs that will increase your business’ revenue potentials and minimize churn rates. 

Responsibilities include supporting customers as they transition from sales prospects, building close relationships that often last beyond any one project or job-order lasting process ownership with the business itself. Ultimately, you will work directly with clients to help solve their problems and ensure their satisfaction while they are an active account with us. 

What you'll be doing:

• Establish clear client retention goals.
• Building on newly established client relationships post sale, nurturing more mature business relationships within the client’s user base, driving utilization of PlanHub’s product platforms.
• Assist customers with setting up and navigating programs or software. 
• Promote the value of the product.
• Upsell services and products with the brand image.
• Promote value through customer experience.
• Call on clients quarterly to ensure initial training milestones reached, ensure customer satisfaction, assess changes in client’s needs and create any training plans needed to mitigate retention risk situations.
• Call on any clients that have become inactive – 30 days with no login.

What you will need to be successful:

• SaaS solutions - Construction space preferred. 
• Bachelor’s degree and 3 years of inbound sales experience.
• Strong communication and presentation skills, with ability to influence
• Creative problem solving and strong analytical skills.
• Balanced thinking and long term strategic planning and short-term execution.
• Basic understanding of geographical client management.
• Strong understanding of contact management and sales automation tools.
• Strong passion for customer service.
• Excellent organizational skills.
• Experience using HubSpot, preferred. 
• Bachelor’s degree and 3 years of inbound sales experience.

What's in it for you:

The opportunity to join a dynamic team that landed on the Deloitte Technology Fast 500 list and Inc. 5000 in 2024. You can make an immediate impact as PlanHub moves to dominate the industry! 

PlanHub offers:

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

This role offers a base salary of up to $60,000 per year, depending on experience. It also includes a monthly performance-based bonus, earned by meeting variable targets. Bonuses are calculated and paid out each month, with total on-target earnings (OTE) expected to range between $75,000 and $90,000 annually.

This position will be a remote position within the United States. Occasional trips to our West Palm Beach, FL office, may be required.  Applicants must be authorized to work for any employer within the United States. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

PlanHub is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws. 

PlanHub complies with all applicable laws governing nondiscrimination in employment in every location in which the company operates. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, benefits, training, and development

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