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Plane Software, Inc.

Work platform uniting projects, knowledge, service

Customer Success

Customer SuccessConfirmed live in the last 24 hours
Full-timeCanadaNo salary listedIn-person

About the Job

Requirements

  • Own a book of customer accounts post-sale and be able to explain one account saved and one account lost, including what differed between them.
  • Read product usage data and support history and turn them into an actual account plan.
  • Communicate clearly with both a customer organization's internal champion and that champion's manager, in writing and on calls.
  • Run or contribute to a renewal or expansion conversation with real numbers attached.
  • Manage a portfolio of accounts with different needs at the same time and prioritize which accounts need attention.

Responsibilities

  • Own the post-sale relationship for a portfolio of accounts, from onboarding through renewal and expansion.
  • Build an onboarding and adoption plan for each account based on how the customer works.
  • Run account health checks using usage data, support ticket patterns, and direct customer conversations.
  • Work daily with sales on handoffs and with support and product when customer complaints reveal product gaps, carrying the customer's context back to those teams.
  • Address stalled accounts and have timely conversations about renewal risk.
  • Manage customers who self-host Plane and whose technical teams read and contribute to the same GitHub issues.

Desired Qualifications

  • Experience in customer success, account management, or a similar post-sale role at a business-to-business software-as-a-service company.
  • Experience supporting customers running a self-hosted or open-source product where the customer's technical team is part of the relationship.
  • Experience contributing to Plane, running it self-hosted, or using it as a customer.
  • Experience supporting customers in regulated or enterprise environments where adoption depends on multiple stakeholders.

About the Company

Plane Software, Inc.

Work platform uniting projects, knowledge, service

Plane Software provides a single work platform that combines projects, knowledge, and service for humans and AI agents. It supports project work with initiatives, epics, cycles, modules, and multiple views (List, Board, Calendar, Table, Timeline) plus dashboards to track progress. It also stores runbooks, specs, and decisions as nested pages with inline comments, and converts external requests into tracked work through intake forms with a future helpdesk module. Plane AI lets users ask questions across the workspace, generate views from plain language, and create or update work items from chat, while agents can join as peers and connect to tools like GitHub and Sentry; deployment options include Plane Cloud, self-hosted on Docker or Kubernetes, or air-gapped using customers’ own model providers, with compliance for ISO 27001, SOC 2, HIPAA, and GDPR and data import from Jira, Linear, Asana, ClickUp, Confluence, and Notion.

Company size
51-200
Company stage
Seed
Total funding
$4M
Headquarters
Hyderabad, India
Founded
2022

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