About the job
Join Our Remote Team
Planera is excited to announce multiple openings for Technical Customer Success Managers across the United States. This is a fully remote position with opportunities available in various regions:
- Western Region (California)
- Central Region (Texas, Midwest, Mountain states)
- Eastern Region
Ideal candidates should be located near a major airport, as this role requires occasional travel (up to 30%).
Your Role
As a Technical Customer Success Manager, you will serve as a vital partner to our clients, helping them unlock the full potential of Planera’s innovative platform. You will oversee the entire customer journey—from onboarding and engagement to retention and growth. Your blend of construction scheduling expertise and stellar relationship management skills will be crucial in driving customer outcomes.
This position demands a strong technical background, particularly in CPM scheduling software and a comprehensive understanding of construction project management processes. You will collaborate closely with clients to streamline their scheduling operations, manage pilot projects and proofs of concept (POCs), and provide strategic recommendations on industry best practices.
Moreover, you will work in tandem with sales, product, and engineering teams to ensure customer insights are effectively integrated into ongoing product iterations.
Key Responsibilities
- Customer Onboarding & Adoption: Facilitate comprehensive onboarding sessions, ensuring customers achieve success with Planera from the outset.
- Customer Relationship Management: Cultivate and sustain robust relationships with key stakeholders to foster long-term engagement and retention.
- Technical Guidance & Training: Offer expert advice on construction scheduling best practices, especially for users migrating from tools like Oracle Primavera P6 or Microsoft Project.
- Pilot & POC Management: Oversee customer pilots and proofs of concept, supporting organizations in evaluating the value of Planera.
- Customer Retention & Expansion: Identify opportunities for upselling and cross-selling, partnering with the sales team to drive growth.
- Customer Advocacy & Feedback Loop: Represent the voice of the customer, sharing insights and feature requests with product and engineering teams.
- Support & Troubleshooting: Assist customers with technical challenges, collaborating with product and engineering teams to resolve issues promptly.
- Data-Driven Insights: Analyze customer data to provide actionable insights aimed at enhancing customer experience and satisfaction.

