Planera

Technical Customer Success Manager

United States, Remote. Posted 13 months ago

The role

You will be a strategic partner for customers to ensure they maximize the value of Planera's platform. You will manage the customer lifecycle from onboarding and adoption to retention and expansion.

What you will do

  • Lead hands-on onboarding sessions
  • Build and maintain relationships with key stakeholders
  • Provide expert-level guidance on construction scheduling best practices
  • Support and manage customer pilots and proof-of-concepts
  • Identify upsell and cross-sell opportunities
  • Relay customer insights and feature requests to product and engineering teams
  • Assist customers with technical issues
  • Analyze customer usage and engagement data

Required qualifications

  • 5+ years of experience in construction project management in a Project Manager (PM), Superintendent, or Project Engineer (PE) role
  • In-depth knowledge of CPM scheduling and construction workflows
  • Hands-on experience with CPM scheduling tools (Oracle Primavera P6, Microsoft Project, or similar)
  • Proven ability to drive customer satisfaction, retention, and expansion
  • Experience managing customer pilots and proof-of-concepts (POCs)
  • Ability to troubleshoot technical issues and provide clear, actionable solutions
  • Bachelor’s degree (or equivalent experience) in Construction Management or Civil Engineering
  • Exceptional written and verbal communication skills
  • Strong relationship-building skills with both technical and non-technical stakeholders
  • Ability to work independently in a remote setting while collaborating across teams

Nice to have

  • Knowledge and experience with data center construction is a plus

Benefits

  • Competitive salary
  • Benefits
  • Potential for growth within the company

About the company

Planera, Inc. is transforming how construction professionals plan and schedule their projects. Their software simplifies project scheduling using a collaborative online whiteboard-based CPM scheduling approach.

Technical Customer Success Manager at Planera | JobZoey