Planera Inc
Modern Construction Scheduling: Easy, Collaborative, Powerful
Technical Customer Success Manager
Location
California + 1 moreAll locations: California, Texas
Posted
7 days ago
Salary
Not specified
Bachelor Degree5 yrs expEnglishOracle
Job Description
• Lead hands-on onboarding sessions, ensuring customers are set up for success with Planera from day one
• Build and maintain strong relationships with key stakeholders to drive engagement and long-term retention.
• Provide expert-level guidance on construction scheduling best practices, particularly for users transitioning from tools like Oracle Primavera P6 or Microsoft Project.
• Support and manage customer pilots and proof-of-concepts, helping organizations evaluate Planera’s value.
• Identify upsell and cross-sell opportunities, collaborating with the sales team to drive expansion.
• Act as the voice of the customer, relaying insights and feature requests to product and engineering teams.
• Assist customers with technical issues, working alongside product and engineering teams to resolve challenges quickly.
• Analyze customer usage and engagement data to proactively identify risks and opportunities for improvement.
Job 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).
- Knowledge and experience with data center construction is a plus.
- 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 – ability to communicate complex ideas simply.
- Strong relationship-building skills with both technical and non-technical stakeholders.**Ability to work independently in a remote setting while collaborating across teams.
- Expect up to 30% travel
Benefits
- Be part of a fast-growing startup that’s transforming construction industry
- Shape the future of our platform by working closely with product and engineering teams.
- Remote-first culture with flexibility and autonomy.
- Incredible leadership team with proven success record in the startups.
- Competitive salary, benefits, and potential for growth within the company.