Are you a problem-solving, customer-focused professional with a passion for financial planning?

Do you enjoy helping companies optimize their budgeting and forecasting processes while working in a dynamic and social role?

We are growing and looking for more driven and engaged Customer Success Managers to join us on our exciting journey!

Planacy is looking for you!

– A relationship-driven Customer Success Manager

We are an ambitious SaaS company in an exciting phase of expansion. With a powerful Financial Planning & Analytics (FP&A) platform, we have established ourselves as Nordic's leading solution for data-driven budgeting, forecasting, and planning. Our platform helps companies simplify and streamline their financial processes, enabling them to become more successful.

With nearly 200 customers, including Trustly, Rejlers, Billogram, Foodora, Fjällräven and Netlight, we have already demonstrated the value of our product. Now, it's time to scale even further!

Sweden is our home ground, Scandinavia our market – but our goal is to become a European leader in FP&A. To achieve this, we need you to join our highly motivated, competent, and committed team. Together, we will realize our vision: to contribute to better-planned, more data-driven, and more successful companies.

Who are you? 

– A problem-solver with a passion for customer success!

You might have a background in business controlling, finance, customer success, or account management and now want to apply your skills in a more social and strategic role. You love helping customers succeed, optimizing processes, and working with innovative technology. You are communicative, structured, proactive, and passionate about delivering value.

About the role

At Planacy, you will work closely with a team of financial planning experts and technical specialists to ensure that our customers maximize the value of our platform. Your role will include:

✔ Relationship Management – Act as the trusted advisor for CFOs, Business Controllers, and Finance Teams.

✔ Customer Retention & Growth – Identify upsell and expansion opportunities to help customers get even more value from Planacy.

✔ Customer Onboarding & Training – Guide new customers through implementation and ensure they quickly see value in the platform.
✔ Process Optimization – Help customers design optimal budgeting and forecasting workflows.
✔ Customer Insights & Feedback – Gather customer feedback to improve our product and enhance user experience.

This is a social, business-driven, and strategic role where you will work closely with both our sales team and technical experts, ensuring customer satisfaction and long-term success.

Your qualities

🔹 Motivated and passionate about customer success
🔹 Structured and thorough in your approach
🔹 Strong communicator and educator
🔹 Fluent in written and spoken English & Swedish
🔹 Passionate about financial planning, analytics, and technology

Bonus qualifications (nice-to-have but not required)

✅ Experience working with financial planning, business controlling, or SaaS
✅ Familiarity with balance sheets, cash flow, and financial forecasting
✅ Interest in software, automation, and data-driven decision-making

Why join Planacy?

- Be part of a fast-growing SaaS company with ambitious goals

- Make a real impact – your role will directly influence our customers' success

- A collaborative and social work environment in central Stockholm

- Opportunities for growth and development as we scale across Europe

Flexible work environment and good employment conditions

At Planacy, all employees play a key role and have a significant impact on the product and the company’s development. We have a passion for what we do. We have fun together and celebrate our success with shuffleboard, sparkling wine, burgers and a well-stocked beer fridge – as well as with a week-long annual Take Off to a pleasant destination (usually in southern Europe).

We are convinced that if the team – that makes our success possible – continuously evolves and are happy and healthy, the success will be all the greater. We therefore offer a high level of trust and we value commitment and a high level of responsibility.

We offer:

• Flexible work environment 🕐
• Competitive salary (fixed + variable) 💰
• 6 weeks of vacation 🏄🏻‍♀️
• A very good retirement plan 👵🏼
• Comprehensive health insurance 💙
• Annually one week team Take Off 🏖 🕺
• + additional benefits

At Planacy, every team member plays a key role in shaping our success. We celebrate wins together – whether it's through Friday burgers, after-work drinks, or our annual Take Off trip to southern Europe.

Apply now!

Are you excited about working in a high-growth SaaS company and helping companies succeed with financial planning? We’d love to meet you! Apply by sending your CV and a short cover letter.