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Place is a financial forecasting, business planning and operating software that helps small and medium businesses address the multitude of hurdles they face when balancing growth and profitability with limitations of time, cash flow, and resources.

We are growing rapidly and we are looking for a Customer Success Manager to join the team. This role is a combination of both consulting and sales and is responsible for driving the adoption of Place with our new and existing customer base.


  • Earn the trust of our prospective customers and assist them as they make their journey through our free trial process.
  • Educate and evangelize the benefits of using our product and ensure prospective customers are achieving that value.
  • Nurture relationships with our existing customers and ensure they are maximizing the usage of our products.
  • Handle functional questions and escalate technical needs as necessary.
  • Engage in regular meetings with the relevant internal and external stakeholders managing pre-sales and project priorities.


  • 3+ years of finance and/or accounting
  • Strong understanding of financial planning and general business operations
  • Experience using
  • A natural sense of curiosity and eagerness to learn
  • Capacity to learn, adapt and apply ideas in constantly morphing situations
  • Outstanding communication, planning, and presentation skills
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
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3700 Thompson Street, Austin, TX 78702

What are Place Technology, Inc. Perks + Benefits

Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Retirement & Stock Options Benefits
Company Equity
Performance Bonus
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Acme Co. hosts company outings Semi-annually.
Stocked Kitchen
Happy Hours
Happy hours are hosted At team's discretion.
We offer employees Paid on-site garage parking.
Pet Friendly
Acme Co.'s pet policy is dog friendly daily.
Professional Development Benefits
Lunch and learns
Acme Co. hosts lunch and learn meetings once per quarter.
Cross functional training encouraged
Promote from within
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