Customer Success Associate

| Greater Boston Area
For immediate consideration, please send your resume and cover letter to Ariana: [email protected]
Apply now

We are seeking a Customer Success Associate to join our team. The Customer Success team focuses on ensuring our clients see value planning their projects in Touchplan, as well as building engagement with the platform. Being part of this team will give you the opportunity to help build Touchplan’s business, help shape the Touchplan product, and help shape the construction industry by having a tangible impact on the projects of our clients. If you are looking for a job where you’ll be working on a dynamic team that’s driving a startup poised for explosive growth, this may be the right place for you! 



  • Develop a trusted-advisor / consultative relationship with clients, such that all activities are closely aligned with the success of their project in Touchplan
  • Launch projects and oversee client training / adoption of best practices, constantly building incremental value and return on the client’s investment 
  • Work with calm professionalism, quick execution and a sense of urgency to uphold our reputation for excellent customer service
  • Work to resolve all product and project-related questions efficiently and effectively
  • Manage client expectations, assess needs and determine levels of adoption of the Touchplan platform across client project teams
  • Drive increased engagement for new and existing clients
  • Consistently monitor and track client work on our CS platforms
  • Help specify, outline and advocate for UI/UX improvements based on customer feedback 
  • Identify and strategize how the team can increase renewals, and keep churn to zero

Required Qualities and Skills

  • Bachelor’s degree from an accredited university or college
  • Excellent organizational, project management, consultative and time management skills 
  • Passion for working on a small, dedicated, agile and determined team
  • Strong written and oral presentation skills, as well as active listening skills 
  • Solid sense of empathy for clients, as well as a passion for revenue growth
  • Exceptional ability to multi-task in a fast-paced environment, balancing quality and speed

Bonus Skills

  • Construction management, architecture, engineering or project controls experience
  • Experience with Lean Construction and the Last Planner system


Read Full Job Description
For immediate consideration, please send your resume and cover letter to Ariana: [email protected]
Apply now

Technology we use

  • Product
  • Sales & Marketing
    • Google AnalyticsAnalytics
    • HotJarAnalytics
    • JIRAManagement
    • WordpressCMS
    • HubSpotCRM
    • IntercomCRM
    • SalesforceCRM
    • GmailEmail
    • Zoom InfoLead Gen


Located in P.O Square right off of State Street - one of the oldest streets in Boston! Legendary landmarks, great restaurants and tons of transit.

An Insider's view of Touchplan

What does career growth look like on your team?

In a normal organization, there can be a high turnover of sales personnel whereas at Touchplan we put a significant emphasis on training development in order to retain our talented team members.

Daniel Eddy

Senior Sales Manager

What are Touchplan Perks + Benefits

Touchplan Benefits Overview

- 8 company holidays
- 15 paid time off days
- 2 floating holidays
- 401(k) retirement plan
- 75% of healthcare cost covered (medical/dental/vision)
- flexible hours
- semi-annual outings
- occasional company lunches

Friends Outside of Work
Eat Lunch Together
Open Door Policy
Team-Owned Deliverables
Team-Based Strategic Planning
Group Brainstorming Sessions
Open Office Floor Plan
Highly Diverse Management Team
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Dental Benefits
Vision Benefits
Health Insurance Benefits
Onsite Gym
Retirement & Stock Options Benefits
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Touchplan provides employees with a flexible work schedule that includes flexible start and end times.
Remote Work Program
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Touchplan hosts company outings a few times each year.
Professional Development Benefits
Job Training & Conferences
Cross-Functional Training Encouraged
Promote from Within
Mentorship Program
Our mentorship program includes 1-to-1 program.
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For immediate consideration, please send your resume and cover letter to Ariana: [email protected]
Apply now
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