Customer Success Manager
CurrentResponsible for ensuring the success, ongoing retention, and customer value achievement for a portfolio of Planview customers. Partners with the customer to understand their business challenges and goals to build a journey success plan to enable their desired / expected business outcomes and business objectives. Help the customer achieve Planview solution adoption and ensure ongoing retention and growth.Works cross functionally within Planview to be proactive in bringing solutions that help customers enable their Planview solutions to achieve desired outcomes. Maintain strong partnerships with all Planview team members to foster a collaborative and team-focused approach to customer success. Effectively use internal tools/processes to keep management and internal teams informed of customer status, health and retention forecast.Tool belt includes: Gainsight, Salesforce, Clari, Microsoft 365 Suite (Office, PowerBI, Teams, etc.), Slack, Planview Platform (Portfolios, AgilePlace, AdaptiveWork, ProjectPlace, and IdeaPlace), ChatGPT, Bard, and 15Five