💼 The Role

We are opening expressions of interest for Customer Success Managers who will focus on owning the post‑implementation success of our customers. This role will be the main point of contact for a portfolio of accounts, making sure they adopt CorePlan, see ongoing value, and become long‑term advocates. You’ll work closely with Product, Sales and Customer Success to monitor account health, drive outcomes, and constantly improve the customer experience. The role is key in managing the health, ongoing value, advocacy and overall experience of our customers. # 📋 Key responsibilities

• Plan and coordinate post‑implementation tasks across the CS lifecycle. - Run regular customer check‑ins (monthly, quarterly, annually) to align on goals and performance. - Proactively monitor account health, document key interactions and any actions taken to improve it. - Keep CRM and internal systems accurate and up to date, and provide regular status updates to internal stakeholders. - Share customer insights, feedback and risks with cross‑functional teams and capture feedback to drive continuous improvement. - Continue to develop our post‑implementation playbooks, best practices and support processes. - When required, assist our support channels by leading conversations to escalate or resolve customer queries. - As part of your onboarding, run implementations and onboarding for new customers to solidify your knowledge of our customer requirements and our product. You will thrive in this role if you have: