Enterprise Customer Success Leader - Remote Growth

Holistiplan; United States; Remote; USD 110.000 - 160.000; Vollzeit

Benefits dieser Stelle

Unlimited PTO

Health insurance (medical/dental/vison

401k with company match

All expenses paid annual company on­s­

Zusammenfassung

Holistiplan is seeking an Enterprise Customer Success Manager to own enterprise journeys post-sale, aligning stakeholders to clear outcomes and success plans.

You will drive product adoption through strategic enablement and education for high-touch, high-ARR customers, serving as a trusted advisor and coordinating across teams to deliver tailored solutions that boost retention and growth.

This remote-first role offers flexible schedules and the chance to influence a rapidly growing practice.

Qualifikationen

• Minimum 5 years of experience in account management, customer service, customer success, enterprise sales, or sales engineering.
• CFP® or EA designation or advisor-facing experience preferred.

Aufgaben

• Own and manage enterprise customer journeys across the post-sales lifecycle.
• Drive product adoption through strategic enablement, education, and best-practice guidance for high-touch customers.
• Serve as a trusted advisor by understanding goals, identifying risks, and coordinating internal teams to deliver tailored solutions.

Kenntnisse

Customer success

Account management

Communication

Project management

Strategic enablement

Ausbildung

CFP® or EA designation

Jobbeschreibung

Holistiplan is seeking an Enterprise Customer Success Manager to own enterprise journeys post-sale, aligning stakeholders to clear outcomes and success plans.

You will drive product adoption through strategic enablement and education for high-touch, high-ARR customers, serving as a trusted advisor and coordinating across teams to deliver tailored solutions that boost retention and growth.

This remote-first role offers flexible schedules and the chance to influence a rapidly growing practice.