Enterprise Customer Success Manager

Holistiplan is hiring an Enterprise Customer Success Manager to help enterprise customers adopt and maximize the value of its platform. The role manages post-sales customer journeys, drives product adoption and expansion, and coordinates internal teams to support retention and customer growth.

Responsibilities:

• Own and manage enterprise customer journeys across the post-sales lifecycle, aligning stakeholders around clear outcomes and success plans
• Drive product and feature adoption through strategic enablement, education, and best-practice guidance for high-touch and high-ARR customers to foster positive customer relationships that nurture a loyal customer base
• Serve as a trusted advisor by understanding customer goals, identifying risks and roadblocks, and coordinating internal teams to deliver effective, often custom, solutions that support retention and growth

Requirements:

• Minimum 5 years of experience in account management, customer service, customer success, enterprise sales, and/or sales engineering – with proven experience in customer communications
• Excellent communication skills and the ability to lead workable strategies to solve obstacles in the customer journey
• Strong customer service and goal-driven mindset backed by advanced project management skills
• Ability to refocus escalated customer support issues towards developing solutions that drive both parties forward and open new opportunities
• Advanced planning knowledge and capabilities with ability to learn new software tools on the job
• High-level problem-solving and critical thinking skills, with some knowledge of planning fundamentals
• CFP, EA designation, or similar advisor-facing experience