Planera

Planera

Technical Customer Success Manager

United States

Sponsorship not specifiedDetected 274 days ago
Project ManagementCRMSalesOnboardingCustomer SuccessLeadershipCommunicationConstruction ManagementPrimavera P6

About the role

  • You will take ownership of the entire customer lifecycle-from onboarding and adoption to retention and expansion.
  • Your ability to blend construction scheduling expertise with exceptional customer relationship management will be key in driving customer success.
  • With built-in risk simulation and schedule quality checking, we remove the need for third-party plug-ins, making scheduling smarter, faster, and more intuitive.

Responsibilities

  • Customer Relationship Management - Build and maintain strong relationships with key stakeholders to drive engagement and long-term retention.
  • Pilot & POC Management - Support and manage customer pilots and proof-of-concepts, helping organizations evaluate Planera's value.
  • Customer Retention & Expansion - Identify upsell and cross-sell opportunities, collaborating with the sales team to drive expansion.
  • Proven ability to drive customer satisfaction, retention, and expansion.

Requirements

  • 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).
  • 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. ability to communicate complex ideas simply.

Nice to have

  • West (California)
  • Central (Texas, Midwest, Mountain states)
  • Knowledge and experience with data center construction is a plus.

Compensation

  • Competitive salary, benefits, and potential for growth within the company.

Company info

  • Planera, Inc. is transforming how construction professionals plan and schedule their projects. Our collaborative online whiteboard-based CPM scheduling software simplifies project scheduling, eliminating inefficiencies and reducing the time required to create resource- and cost-loaded schedules. With built-in risk simulation and schedule quality checking, we remove the need for third-party plug-ins, making scheduling smarter, faster, and more intuitive.
  • At Planera, we believe in delivering powerful yet user-friendly solutions that drive project profitability. Join us in revolutionizing the construction tech space!
  • Planera, Inc. is transforming how construction professionals plan and schedule their projects.
  • Our collaborative online whiteboard-based CPM scheduling software simplifies project scheduling, eliminating inefficiencies and reducing the time required to create resource- and cost-loaded schedules.
  • At Planera, we believe in delivering powerful yet user-friendly solutions that drive project profitability.
  • Join us in revolutionizing the construction tech space!
  • Customer Onboarding & Adoption - Lead hands-on onboarding sessions, ensuring customers are set up for success with Planera from day one
  • Support & Troubleshooting - Assist customers with technical issues, working alongside product and engineering teams to resolve challenges quickly.

This listing is sourced directly from Planera's careers page and normalized into a canonical job model.