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OnePlan Solutions Logo OnePlan Solutions · Customer Service

Customer Success Manager

United States · Job Posted May 29, 2026
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Job Description

As a Customer Success Manager, you will be working closely with customers, internal teams, and stakeholders to ensure that every OnePlan user has a seamless and satisfying experience. You’ll be the key point of contact for assigned customers, ensuring long-term success, addressing customer needs, and helping clients achieve their business goals.

Job Responsibility

  • Onboard new customers effectively, transitioning them from initial deployment to post-deployment success plans
  • Develop success plans for customers, outlining their key success factors and recommendations
  • Conduct regular check-ins through Monthly or Quarterly Success Reviews to measure progress and identify areas for improvement
  • Collaborate with Professional Services to identify new opportunities and assist in transitions following deployments
  • Respond to customer requests and offer strategic guidance on product use, account modifications, and business expansion
  • Monitor customer adoption of OnePlan’s features and functionality, ensuring alignment with their business needs
  • Facilitate renewals of subscriptions and support agreements, minimizing churn by maximizing customer satisfaction
  • Collect customer feedback, collaborate with product and engineering teams, and ensure customer input is funneled into product roadmaps
  • Act as a trusted customer advocate and thought leader, both internally and externally, sharing your insights and experiences

Requirements

  • 1-5 years of experience in a Customer Success or account management role at a B2B SaaS company
  • Proven experience managing enterprise-level accounts, including customer escalation and issue resolution
  • Ability to collaborate and build strong relationships with clients and internal teams, especially at the executive level
  • Experience working with cross-functional teams, including Sales, Services, and Product Management
  • Excellent communication skills, including leading meetings and webinars
  • Strong organizational skills with the ability to manage time effectively and handle multiple priorities
  • A passion for customer service and helping businesses succeed with technology solutions

What we offer

  • Comprehensive health, dental, and vision benefits
  • Additional insurance options
  • Employer RRSP and 401K matching programs
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