Job Description

Pay: Annual Salary (Base 80K, OTE $120K)

Location: This is a fully remote position (US based)

Who We Are

Holistiplan is an award winning financial planning tool specializing in tax planning, insurance risk management, and soon to be estate! We’re known for our industry leading tactical tax planning, reporting, and scenario analysis solutions. Holistiplan has been voted the #1 tax planning software in the 2021, 2022, 2023, and 2025 Kitces Report Studies and the #1 tax planning software for 5 consecutive years in the T3 / Inside Information Software Surveys.

Within 45 seconds, Holistiplan’s OCR technology scans tax returns and creates a white-labeled client-facing Tax Report highlighting opportunities for financial planners and investment advisors. Now, advisors have innovative tax planning tools at their fingertips to find opportunities to work with their clients to reduce their client’s lifetime tax burden and preserve their wealth.

Who We’re Looking For

We’re looking for a high-energy, motivated Customer Success Manager to join our growing team. This role is perfect for someone with 3–5 years of CSM/AM/Sales experience who excels at expanding accounts, uncovering new opportunities, and driving revenue growth while building strong, lasting customer relationships.

As a Growth CSM, you’ll manage a book of business, proactively identifying opportunities to add value, drive renewals, upsell, reduce churn, and ensure a seamless customer experience.

You’ll report directly to the Director of Customer Success and join a collaborative, fast-moving team that’s central to our company’s growth and customer retention strategy.

If you’re passionate about supporting customers and making a measurable impact, we’d love to hear from you!

Key Tasks & Responsibilities:

• Knowledge of Holistiplan, our solution, and how to effectively explain features and benefits
• Own a portfolio of accounts with a focus on growth — driving cross-sell, upsell, renewal and expansion opportunities throughout the customer lifecycle.
• Use reporting tools and dashboards to measure success against KPIs (e.g., retention rate, expansion target, NPS, product usage), and iterate strategies accordingly
• Contribute to the ongoing evolution of our account growth strategy by refining customer segmentation, engagement tactics, and success playbooks.
• Monitor customer health and usage data to identify risks and opportunities for cross-sell
• Gather and relay customer feedback to influence product development, marketing messaging, and overall company strategy
• Collaborate cross-functionally with Sales, Product, and Support to ensure a unified customer experience
• Help define and refine customer segments, tailoring engagement strategies based on customer size, lifecycle stage, and goals
• Become proficient with our tech stack, offering input along the way to help us improve our operations. (Hubspot, Gong, Zoom, Chilipiper etc)
• Ability to work independently and as part of a team
• Be available to attend critical and strategic events, representing the company at a booth and in various social settings. Required travel time varies, but it usually lands between 5-10%

Benefits:

• Competitive Compensation
• 401(k) matching
• Health insurance (Medical/Dental)
• Unlimited PTO with a team that uses and encourages time off
• Schedule: Monday to Friday
• Education: Bachelor’s (Preferred)
• Experience: 3-5 years of CSM/AM/Sales Experience (preferably in SaaS/FinTech space)
• Work Location: Remote (US based)

To apply, please send your resume to jobs@holistiplan.com.