Customer Success Manager

Position Overview

• Location Type: Remote
• Employment Type: Full-time
• Salary: Not specified

As a Technical Customer Success Manager at Planera, you’ll be the strategic partner for our customers, ensuring they maximize the value of Planera’s platform. You will take ownership of the entire customer lifecycle—from onboarding and adoption to retention and expansion. Your ability to blend construction scheduling expertise with exceptional customer relationship management will be key in driving customer success. This role is highly technical, requiring hands-on experience with CPM scheduling software and a deep understanding of construction project management workflows. You’ll work closely with customers to help them optimize their scheduling process, manage pilot projects and proof of concepts (POCs), and provide strategic guidance on best practices. Additionally, you will collaborate cross-functionally with sales, product, and engineering teams to ensure that customer feedback is translated into continuous product improvements.

Responsibilities

• Customer Onboarding & Adoption: Lead hands-on onboarding sessions, ensuring customers are set up for success with Planera from day one.
• Customer Relationship Management: Build and maintain strong relationships with key stakeholders to drive engagement and long-term retention.
• Technical Guidance & Training: Provide expert-level guidance on construction scheduling best practices, particularly for users transitioning from tools like Oracle Primavera P6 or Microsoft Project.
• Pilot & POC Management: Support and manage customer pilots and proof-of-concepts, helping organizations evaluate Planera’s value.
• Customer Retention & Expansion: Identify upsell and cross-sell opportunities, collaborating with the sales team to drive expansion.
• Customer Advocacy & Feedback Loop: Act as the voice of the customer, relaying insights and feature requests to product and engineering teams.
• Support & Troubleshooting: Assist customers with technical issues, working alongside product and engineering teams to resolve challenges quickly.
• Data-Driven Insights: Analyze customer usage and engagement data to proactively identify risks and opportunities for improvement.

Requirements

• 5+ years of experience in construction project management in a Project Manager (PM), Superintendent, or Project Engineer (PE) role.
• In-depth knowledge of CPM scheduling and construction workflows.
• Hands-on experience with CPM scheduling tools (Oracle Primavera P6, Microsoft Project, or similar).

Company Information

Planera is a fast-growing software startup revolutionizing construction planning and scheduling. We are disrupting an industry that has seen little innovation in decades, and the opportunity for change – and upside – is big. Our culture is dynamic, smart, and spirited, and we are committed to solving critical problems for general contractors and project owners. Join us and help to grow a company that will change how the world is built.

Application Instructions

• Travel: Up to 25%