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      Planful

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      Related searches: Planful reviews | Planful jobs | Planful salaries | Planful benefits
      Planful interviewsPlanful Customer Success Manager interviewsPlanful interview
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      Customer Success Manager Interview

      Jan 25, 2022
      Anonymous Interview Candidate
      Declined offer
      Positive experience
      Average interview

      Application

      I applied through an employee referral. The process took 2 weeks. I interviewed at Planful in Jan 2022

      Interview

      Planful's interview process was truly one of the best I have experienced. I applied through the referral process and the entire process only took about 2.5 to 3 weeks. The recruiter I worked with (Emily) was extremely helpful and knowledgeable about the company, the team, and the culture. She was quick to follow up, schedule interviews, and offer help or support during the process. My interviews with the hiring manager (Shaneil) and VP of CS were also excellent. Shaneil had such thoughtful and insightful things to share about her experience working at Planful, and also asked great questions during the interview. She embodies the culture at Planful so well, as a great communicator, a true team player, and an advocate for progress and excellence. I also enjoyed my final round interview with the VP of CS, who has a very clear vision for his team, including their professional growth, their continued learning, and their positioning in the industry. I was so deeply impressed by this team. I did end up accepting another offer, but will be eager to watch Planful continue to grow and thrive, and to see this team succeed in its endeavors (and I'll definitely have an eye out for roles in the future).

      Interview questions [1]

      Question 1

      Tell me about a time you went above and beyond for a customer?
      Answer question
      3

      Other Customer Success Manager Interview Reviews for Planful

      Customer Success Manager Interview

      May 2, 2024
      Anonymous employee
      Toronto, ON
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 2 weeks. I interviewed at Planful (Toronto, ON) in Apr 2024

      Interview

      The interview process was incredibly smooth, organized and efficient. From submitting my application to my offer letter, the process took just over two weeks. There were three stages: call with a recruiter, call with hiring manager, and panel with three team members. Everyone I met with was professional and friendly, making the whole process comfortable and easy.

      Interview questions [1]

      Question 1

      Why Planful? Describe ways you’ve worked cross functionally. Describe how you prioritize tasks.
      Answer question
      1

      Customer Success Manager Interview

      Jan 13, 2023
      Anonymous Interview Candidate
      No offer
      Positive experience
      Average interview

      Application

      I applied through a recruiter. I interviewed at Planful in Jan 2023

      Interview

      Was prospected by a recruiter who was very knowledgeable and thorough during our initial call, and asked some questions that I hadn't been asked before which I appreciated. The interview process was smooth, timely, and gave a strong insight into what the culture at Planful looks like. The timing for me wasn't right, but Planful is definitely on my radar for future opportunities.

      Interview questions [1]

      Question 1

      What's sparking your search? What things are important to you in this next career move? General responsibilities and KPIs.
      Answer question

      Customer Success Manager Interview

      Mar 28, 2022
      Anonymous Interview Candidate
      No offer
      Neutral experience
      Average interview

      Application

      I applied online. The process took 2 weeks. I interviewed at Planful

      Interview

      The process was simple: recruiting call, first round interview, and a final director level interview. The experience was really impressive - even the recruiter would text me the day of the interview to wish me luck. They also had great follow up. After the final interview, I received no communication on whether or not I got the position. The recruiter said I would hear the beginning of the following week and I was completely ghosted. A few weeks after, I reached back out to ask for interview feedback so I can use that for future interviews. They did not reply.

      Interview questions [1]

      Question 1

      Asked me about my leadership abilities and experience, along with my level of understanding of financial planning
      Answer question

      Planful interviews FAQs

      • Customer Success Manager applicants have rated the interview process at Planful with 3 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 50% positive. To compare, the company-average is 56.4% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Customer Success Manager roles take an average of 14 days to get hired, when considering 2 user submitted interviews for this role. To compare, the hiring process at Planful overall takes an average of 26 days.
      • Common stages of the interview process at Planful as a Customer Success Manager according to 2 Glassdoor interviews include:

        Phone interview:  50%

        One on one interview:  50%

      • Here are the most commonly searched roles for interview reports -

        1. Sales Development Representative (SDR)(38) ;
        2. Account Executive(28) ;
        3. Marketing(11) ;
        4. Sales(11) ;
        5. Solutions Consultant(10) ;
        6. Executive Assistant(9) ;
        7. Sales Development Representative(9) ;
        8. Internship(7) ;
        9. Customer Success Manager(6) ;
        10. Software Development Engineer (SDE)(6) ;
        11. Software Development Engineer In Test (SDET)(6) ;
        12. Customer Success Manager (CSM)(5) ;
        13. Intern(5) ;
        14. Manager(5) ;
        15. SDR(5) .


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      Jobs at Planful

      1 jobs in United States
      Sales Development Representative, Boston
      Boston, MA
      View job
      View all Customer Success Manager Jobs