# Customer Success Advocate Remote from[USA](https://jobicy.com/job-region/usa.md)Salary, yearly, USD 60,000 - 70,000Department [Customer Success](https://jobicy.com/categories/supporting.md) Employment type Full Time, Job posted23 Jul 2026Apply before23 Aug 2026Views / Applies 39 / 3 [About company](https://jobicy.com/company/planful.md) * Share About [Planful](https://jobicy.com/company/planful.md) Planful is a cloud-based platform that streamlines financial planning and analysis. [Financial Services](https://jobicy.com/company-category/financial-services.md) * 2012 Verified job posting This job post has been [manually reviewed](https://jobicy.com/tools/help-center/employee/how-does-jobicy-verify-the-legitimacy-of-remote-job-listings.md) for authenticity and compliance. ### AI Summary Planful is seeking a Customer Success Advocate to manage relationships with strategic clients, ensuring they maximize value from the Planful financial performance management platform. The role involves driving client success through onboarding, relationship management, and collaboration with sales for expansion. Candidates need strong project management and relationship skills, along with a proactive, can-do attitude. The position is highly visible and cross-functional, working with senior leaders. This is an opportunity to contribute to scalable processes in a growing team. ### Role DNA Job Complexity Easy Hard Pace & Pressure Relaxed Fast-paced Autonomy Level Guided Full Ownership Communication Load Independent Highly Collaborative AI Insight The role requires managing strategic client relationships and driving value, demanding strong interpersonal and project management skills, but not deep technical expertise, so moderate difficulty. ### Salary Analysis Median Market Rate USD65,000US Market USD50k – 90k 0 USD99k AI Insight The offered salary range of $60,000 to $70,000 is competitive for a Customer Success Advocate role, especially in the SaaS industry. It aligns well with market rates for professionals with moderate experience, though top talent may seek higher compensation. ### Core Skills Required [Customer Success](https://jobicy.com/jobs?search_keywords=Customer+Success.md) [Relationship Management](https://jobicy.com/jobs?search_keywords=Relationship+Management.md) [Client Onboarding](https://jobicy.com/jobs?search_keywords=Client+Onboarding.md) [SaaS](https://jobicy.com/jobs?search_keywords=SaaS.md) [Financial Software](https://jobicy.com/jobs?search_keywords=Financial+Software.md) [Project Management](https://jobicy.com/jobs?search_keywords=Project+Management.md) [Cross-functional Collaboration](https://jobicy.com/jobs?search_keywords=Crossfunctional+Collaboration.md) [Strategic Planning](https://jobicy.com/jobs?search_keywords=Strategic+Planning.md) [Data Analysis](https://jobicy.com/jobs?search_keywords=Data+Analysis.md) [Communication](https://jobicy.com/jobs?search_keywords=Communication.md) ### Cover Letter Sample Dear Hiring Manager, I am excited to apply for the Customer Success Advocate position at Planful. With a strong background in client relationship management and a passion for helping customers achieve their goals, I am confident in my ability to drive value and ensure client success. My experience in project management and cross-functional collaboration aligns perfectly with the requirements of this role. I look forward to the opportunity to contribute to Planful's growth and help clients maximize the potential of your platform. Sincerely, [Your Name] Copy ### Sample Interview Questions Can you describe a time when you turned a dissatisfied client into a satisfied one?In my previous role, a client was unhappy with our software's reporting capabilities. I scheduled a meeting to understand their specific needs, then worked with the product team to customize a solution. I provided additional training and check-ins, resulting in the client renewing their contract and even expanding their usage.How do you prioritize tasks when managing multiple client accounts?I use a combination of urgency and impact analysis. I categorize tasks based on client health scores, renewal dates, and potential revenue impact. I also leverage CRM tools to track interactions and set reminders for follow-ups, ensuring that critical issues are addressed promptly while maintaining regular touchpoints with all clients.How would you approach a client who is not fully adopting the Planful platform?I would first analyze their usage data to identify gaps. Then, I would schedule a business review to understand their challenges and goals. I would offer personalized training, share best practices from other clients, and set up success milestones. Regular check-ins would help track progress and adjust strategies as needed.Describe your experience with cross-functional collaboration, especially with sales teams.In my last role, I worked closely with sales to identify expansion opportunities within my accounts. I provided insights on client needs and product usage, which helped the sales team tailor their pitches. We held weekly syncs to align on strategies, resulting in a 20% increase in upsells.How do you stay updated on product changes and convey them to clients?I subscribe to product release notes and attend internal training sessions. I create concise summaries tailored to each client's use cases and share them via email or during regular business reviews. I also schedule demo sessions for major updates to help clients leverage new features effectively. About Us Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at [Planful.com](http://planful.com/). About the role To achieve our goals, we are looking for a Customer Success Advocate to join our team. This is a highly visible role, working with our most prestigious clients. By building strong relationships, acting as a trusted advisor, and bringing technical subject matter expertise, you will help maximize the Planful platform to meet clients financial planning objectives. As the Customer Success Advocate, you will be responsible for maintaining ongoing business objectives, helping your clients maximize value realization from their Planful solution, giving support for a successful onboarding experience, and ultimately ensuring the renewal of key accounts. Through strong leadership, you will manage the overall relationship with your clients, and closely partner with Sales on expansion opportunities. As part of this expanding team, you will also bring your experiences and thought leadership to help build out scalable and repeatable processes to be leveraged across our customer base. Responsibilities * Manage and work with a portfolio of Planful’s most strategic clients and establish value-driven, outcomes focused partnerships * Collaborate with senior level leaders, cross-functionally to drive client success * Define and execute best in class, scaleable, and repeatable processes to ensure client satisfaction * Leverage thought leadership and consultative skills with your clients to help maximize and expand the use of their Planful solution * Be curious, provide new ideas, challenge the status quo and help make our team best in class What you Bring to the Table * Strong Project & Time Management Skills and can: * Create & oversee success plans and corresponding action plans necessary to achieve successful, value-based outcomes * Have a strong sense of urgency and ownership to complete and manage tasks in a timely manner * Proactively resolve issues that stand in the way of client success * Work collaboratively and cross-functionally with all departments at Planful * Prioritize and focus on work required across a broad set of customers * Utilize data to identify trends, risks and opportunities * Work at scale using “1 to many” strategies and methods * Relationship Management skills that allow you to: * Own day-to-day relationship with the client * Understand the needs and objectives of the client in order to maintain strong partnership * Coordinate key project stakeholders, both internally and externally * Provide high quality written and verbal client communications including regular business reviews * Identify new business opportunities within accounts and partner with Sales to execute upon accordingly * Understand all key client contacts and develop both depth and breadth of relationships accordingly * Connect clients with other clients through various forums to drive networking and knowledge sharing * Have a strong executive presence to help influence and drive change with your clients * Can-do attitude that enables you to: * Roll your sleeves up and learn the Planful technology at a proficient level * Think creatively about solving customer business challenges * Provide a positive attitude to help influence the greater success of the Planful Customer Success team * Take pride and ownership in all that you do Preferred Qualifications: * 3+ years in a client-facing, Customer Success Manager role in Financial Software * Excellent communication skills (both written and verbal) with strong presentation and facilitation skills * Proficiency in Microsoft Tool Suite (Powerpoint, Excel, Word) and Google Tools Suite (Slides, Sheets, Docs), Salesforce and Gainsight a plus * Demonstrated ability to influence and consult (providing options with pros, cons and risks) and lead sponsors/stakeholders to the solution of business process and/or technical problems * Experience in a SaaS environment * Understanding of Finance, financial planning & reporting processes Why Planful Planful exists to enrich the world by helping our customers and our people achieve peak performance. To foster the best in class work we’re so proud of, we’ve created a best in class culture, including: * 2 Volunteer days, Birthday PTO, and quarterly company Wellness Days * 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave * Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, and most recently – Palm Desert, California! * Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco * Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for all employees, in-office or remote. * Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs * Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way Pay Transparency Statement At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual’s skillset, experience, knowledge, qualifications for the role, and specific work location. Our salary band for this role is $60,000 – $70,000 USD per year, dependent on working location and experience. More details about our company benefits can be found here: [https://planful.com/jobs/](https://planful.com/jobs/) Show more [Apply now >](https://jobicy.com/jobs/149644-customer-success-advocate.md) * ![Upload CV](data:image/svg+xml;base64,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) ### Upload your resume now To unlock remote work opportunities and be discovered by global employers. 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