Technical Customer Success Manager

Job not on LinkedIn

🕒 February 26

🏄 California, Texas – Remote

🏄 California – Remote 🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍🔧 Technical Customer Success Manager

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Planera Inc

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2021

☁️ SaaS

🤝 B2B

🏢 Enterprise

🔥 Funding within the last year

💰 $8M Series A - Planera on 2025-10

SaaS • B2B • Enterprise

Planera Inc is a SaaS company that provides a modern, visual CPM scheduling platform for construction teams, with special focus on data center builds and complex construction projects. Its digital whiteboard (Canvas), field-facing iPad app, DCMA quality checks, and integrated field-to-master schedule workflows enable real-time collaboration between office and field, risk simulation, resource planning, and portfolio-level visibility. Planera integrates with tools like Procore, Autodesk, Primavera P6, and Microsoft Project and is positioned as an easy-to-use replacement for legacy scheduling software for builders, preconstruction teams, and enterprise project organizations.

📋 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.

🎯 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.