Customer Success
United StatesFull-timePosted 2mo ago
About the role
Role focused on owning post-sale relationships for a portfolio of Plane customers, guiding onboarding, adoption, renewal, and expansion, with collaboration across sales, support, and product to address product gaps and ensure successful self-hosted/open-source deployments.
Responsibilities
- Own the post-sale relationship for a portfolio of accounts, from onboarding through renewal and expansion.
- Build the onboarding and adoption plan for each account based on how that customer actually works.
- Run the health check on your accounts yourself: usage data, support ticket patterns, and a direct conversation, not just a dashboard color.
- Work daily with sales on the handoff into your book of business, and with support and product when a customer's complaint turns out to be a real gap, carrying it back with the customer's context intact.
- Decide when a stalled account needs a harder conversation about renewal risk instead of another check-in, and have that conversation before the contract forces it.
- Manage a customer who has their own engineers self-hosting Plane and reading the same GitHub issues you are, because they will sometimes know about a bug before your own support team does.
Qualifications
- You have owned a book of customer accounts post-sale, and you can walk us through one account you saved and one you lost, and what was different between them.
- You can read product usage data and support history and turn it into an actual account plan, not a generic check-in.
- You communicate clearly with both a champion inside a customer's org and that champion's boss, in writing and on calls.
- You have run or contributed to a renewal or expansion conversation with real numbers attached, and know what it feels like when it does not go your way.
- You can manage a portfolio of accounts with different needs at the same time, and you know which ones need you this week.
Skills
Required:Account managementData-driven account planningCommunication (written and verbal)
Last updated Oct 7, 2026. Interested? Apply on the company site.
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