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Customer Success Associate

Plannuh, Inc. is an early-stage, Boston-based, SaaS start-up. We have developed and
launched a cloud-based, AI-powered application for building, managing, and
collaborating on marketing plans and budgets. We’ve designed Plannuh to help our
customers create and manage better marketing teams, by providing data-driven insights
that encourage best practices and avoid wasted spend. There’s no IT set-up, and no
technical skills are required to use it. We’re committed to growing a diverse, vibrant
team of intelligent, accountable people to join us on the journey.

You’ll be a great fit for this role if... combine a love of customer advocacy with a strong analytical mindset. We are
looking for an innovative, self-starting, and critical thinking Associate to join our
Customer Success (CS) team. This individual will be fully immersed in the
implementation process, adding value to our clients and the team on a daily basis. Our
ideal candidate thrives in a fast-paced environment, cares deeply about the customer
experience, and seeks to make an impact while working with details of customer data.

Key Responsibilities

  • Work with the customer success team to support customer onboarding
  • Analyze and understand customer data in order to drive accuracy and
  • Assist the team to maximize Plannuh customers’ understanding of the product’s
    features and value
  • Communicate/present effectively to customer as well as all levels of the

Key Skills

  • Excellent problem-solving skills and ability to navigate challenging situations in a
    professional manner.
  • Thrives in an environment of innovation and change
  • You’re not an accountant, but you understand accounting fundamentals and are
    good at working with numbers
  • Proficient in data analysis and manipulation with solid Excel skills
  • Ability to work quickly, independently and accurately in a high-volume
    environment, with excellent time management skills
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Our Values

  • We are honest with each other and with our customers.

  • We treat each other with respect.

  • We work hard to make our customer experience inspiring.

  • We strive for intelligent simplicity.

  • We insist on integrity.

  • We are trustworthy and our philosophy is to trust first.

  • We like humor, as long as it isn’t mean.

  • We prize common sense and good judgement in our day-to-day decisions.

  • We believe that diversity makes us better.

  • We use our resources thoughtfully.

We’ll Be a Great Fit for You If…

  • You like the pace and autonomy of an early-stage start-up.
  • You want to continuously learn and broaden your skills.
  • You obsess about customer experience.
  • You think work should be fun.
  • You relish challenges.

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