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Customer Success Advocate


Confirmed live in the last 24 hours



201-500 employees

All-in-one business planning platform

Senior, Expert

London, UK

Customer Support
Customer Success & Support
Customer Success Management
Sales & Account Management
Required Skills
  • Significant experience in customer success, account management, or similar role within a software/SaaS company
  • Proven track record of managing high-volume, lower-value accounts and driving customer adoption, satisfaction, renewals, and expansion
  • Experience with digital-touch customer engagement strategies, automation technologies, and platforms like PlanHat
  • Strong commercial mindset with the ability to take full ownership of revenue on the book of business, including renewals and expansion
  • Excellent analytical skills to interpret customer data, identify trends, and uncover growth opportunities
  • Outstanding communication and interpersonal skills to build rapport and maintain strong customer relationships
  • Results-oriented with proactive and strategic problem-solving skills in a fast-paced environment
  • Self-motivated and adaptable, able to work independently and collaboratively within cross-functional teams
  • Manage and maintain relationships with high volume, Mid-Market accounts
  • Drive customer renewals and identify opportunities for expansion
  • Collaborate with sales teams to identify upsell and cross-sell opportunities
  • Develop and implement strategies to drive customer adoption and satisfaction
  • Leverage data to track customer health and implement retention strategies
  • Partner with the product team to gather customer feedback and contribute to the product roadmap
  • Deliver presentations, webinars, and training materials to educate customers
  • Create customer-facing messaging and content to communicate product updates
  • Collaborate with cross-functional teams to ensure a seamless customer experience
  • Maintain accurate records of customer interactions and activities
  • Collaborate with certified Pigment Partners to ensure successful customer implementations

This company provides a comprehensive business planning platform designed specifically for finance and revenue teams, facilitating real-time planning, scenario modeling, and strategic decision-making. The platform's robust capabilities in forecasting and modeling technologies make it an essential tool for businesses looking to optimize financial decisions and adapt swiftly to market changes. Working here offers a chance to engage with cutting-edge technology in financial planning and to be part of a team committed to transforming strategic business operations.

Company Stage

Series D

Total Funding



Paris, France



Growth & Insights

6 month growth


1 year growth


2 year growth