Financial Planning Expert

19 hours ago


Stockholm, Stockholm, Sweden Planacy AB Full time
Planacy AB: Enhance Customer Success with Our Financial Planning Platform

We are seeking a highly motivated and experienced professional to join our team as a Customer Success Manager. As a key member of our customer success team, you will play a vital role in ensuring our customers maximize the value of our platform.

Your primary responsibilities will include:

  • Building and maintaining strong relationships with our customers' finance teams.
  • Identifying opportunities for upselling and expansion to help our customers achieve their financial planning goals.
  • Providing expert guidance on implementing our platform, ensuring seamless integration and optimal results.
  • Collaborating with our sales team to drive growth and revenue.
  • Collecting valuable feedback from our customers to inform product development and improve user experience.

We are committed to providing an environment where our employees can grow professionally and personally. If you're passionate about delivering exceptional customer experiences and driving business growth, we'd love to hear from you



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