Technical Customer Account Manager

Technical Customer Account Manager

About Us

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.

About the role

Planful is looking for a Technical Customer Account Manager to manage routine customer account tasks and support global clients in adopting new features. In this role, you will ensure customers are maximizing their use of Planful’s solutions by managing user accounts, communicating new features, and leading training sessions. Strong English communication skills are essential, as you’ll engage regularly with a global customer base to ensure smooth operations and high satisfaction. 

Requirements

• 3-5 years of experience in a customer-facing role, ideally within SaaS or technical support.
• Background in Accounting or Finance preferred.
• Ability to learn new software quickly and clearly communicate product features; experience in a product-based SaaS company is a strong plus.
• Strong verbal and written English, with the ability to explain technical concepts simply and clearly.
• Experience handling administrative tasks such as user management, account setup, and customer training.
• A proactive, customer-focused approach to engagement and relationship building.
• Comfortable working in a fast-paced environment and willingness to learn and grow.

Responsibilities

• Account Management: Handle administrative tasks like user management, account configurations, and managing training sessions.
• Feature Adoption: Communicate the value of new product features and guide customers through their adoption.
• Customer Support: Ensure customers are using Planful effectively by providing support and running regular check-ins.
• Training & Enablement: Lead customer training sessions to help users fully leverage Planful’s platform.
• Customer Communication: Build strong relationships and ensure clear, effective communication with global clients.
• Cross-functional collaboration: Work closely with internal teams to ensure a seamless customer experience.

Why Planful

Planful exists to enrich the world by helping our customers and our people achieve peak performance. To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:

• Volunteer days, Birthday PTO, and company-wide Wellness Days
• Supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
• Office hubs in Hyderabad and Indore. Employees also receive benefits such as a home office setup allowance, as well as monthly reimbursements for Wi-Fi and cell phone expenses.
• Join Employee Resource Groups like Women of Planful, Parents of Planful, and more. We celebrate individuality and encourage teammates to bring their authentic selves to work - with full support for creating new ERGs and communities along the way
• Participate in People Programs that foster connection and wellbeing, such as Movember, Summer Wellness, Breast Cancer Awareness Month, and Hispanic Heritage Month

 

Experience Level

Mid Level