Enterprise Success Manager
Location : This is a fully remote position in the US only
Who We Are
Holistiplan is a fast-growing, fast-paced company within the Financial Technology (FinTech) sector. With more than 50,000 users, our award-winning software delivers comprehensive financial planning at scale. Our platform enables financial advisors to coordinate tax planning, P&C insurance planning, and estate planning solutions from a single, unified system. We’ve been voted the #1 tax planning software in the 2021, 2022, 2023, and 2024 Kitces Report Studies and the #1 tax planning software for 5 consecutive years in the T3 / Inside Information Software Surveys.
Holistiplan is on a mission to democratize financial planning, making essential services accessible to everyone—not just the privileged few. Our Enterprise Customers believe in
providing world class solutions to their clients. As Holistiplan’s Enterprise Success Manager, you’ll own the creation and execution of programs that ensure our customers successfully adopt and maximize the value of Holistiplan’s platform with a focus on improving the customer journey through training, content, and strategic guidance.
Key responsibilities include developing onboarding processes, creating educational resources, collaborating with internal teams, and analyzing data to drive customer adoption, satisfaction, and long-term success.This is a quota carrying role, focused on expansion, that reports to the Director of Enterprise, working with Holistiplan’s valuable enterprise relationships.
Key Responsibilities:
● Own and manage enterprise customer journeys across the post-sales lifecycle, aligning stakeholders around clear outcomes and success plans.
● Drive product and feature adoption through strategic enablement, education, and best-practice guidance for high-touch and high-ARR customers to foster positive customer relationships that nurture a loyal customer base.
● Serve as a trusted advisor by understanding customer goals, identifying risks and roadblocks, and coordinating internal teams to deliver effective, often custom, solutions that support retention and growth.
Key Requirements
● Minimum 5 years of experience in account management, customer service, customer success, enterprise sales, and/or sales engineering – with proven experience in customer communications.
● Strong preference for CFP, EA designation, or similar advisor-facing experience
● Excellent communication skills and the ability to lead workable strategies to solve obstacles in the customer journey.
● Strong customer service and goal-driven mindset backed by advanced project management skills.
● Ability to refocus escalated customer support issues towards developing solutions that drive both parties forward and open new opportunities.
● Advanced planning knowledge and capabilities with ability to learn new software tools on the job.
● High-level problem-solving and critical thinking skills, with some knowledge of planning fundamentals.
Holistiplan’s Culture
● Remote-first with flexible schedules across time zones
● High trust, high communication – we share progress, questions, and blockers early, often, and openly. Clear is Kind.
● Preference for someone with a growth mindset and a bias for action, prioritizing consistency and collaborative resolutions
● Practical over perfect — we work with clients to provide solutions that help real users embrace our platform to its full potential
Benefits
● Unlimited PTO
● Health insurance (medical/dental/vision)
● 401k with company match
● Fun, positive team that values both hard work and work-life balance
● All expenses paid annual company onsite at a hotel and resort
To apply, please send your resume to jobs@holistiplan.com.
