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Holistiplan Jobs (NOW HIRING)

Holistiplan

Digital Customer Success Manager

Digital Customer Success Manager Holistiplan is seeking a Digital Customer Success Manager to own and grow our digital-led customer segment. This is a data-driven, high-impact role focused on ...

Gradient-Financial-Group

Tax Manager

Arden Hills, MN · On-site

$116K - $152K/yr

Use Holistiplan and Tax Central's planning tools to develop practical, actionable recommendations. * Serve as a trusted tax resource for financial advisors, providing clear guidance on technical ...

Gradient Financial Group

Tax Manager

Arden Hills, MN · On-site

$116K - $152K/yr

Use Holistiplan and Tax Central's planning tools to develop practical, actionable recommendations. * Serve as a trusted tax resource for financial advisors, providing clear guidance on technical ...

Gradient Financial Group

Tax Manager

Arden Hills, MN · On-site +1

$85K - $100K/yr

Use Holistiplan and Tax Central's planning tools to develop practical, actionable recommendations. * Serve as a trusted tax resource for financial advisors, providing clear guidance on technical ...

Wealth Enhancement Group

Application Support Manager

$105K - $110K/yr

Applications include, but are not limited to: eMoney, MoneyGuidePro, Holistiplan, Nitrogen/Riskalyze. * Build and maintain strong relationships with Central Wealth Solutions and Advanced Planning ...

washingtontrust

$110K - $135K/yr

Support the development and delivery of comprehensive financial plans using planning tools such as MoneyGuide Elite, Holistiplan, Luminary, Income Lab, and Microsoft Excel. * Participate in client ...

Wealth Enhancement Group

Application Support Manager

$105K - $110K/yr

Applications include, but are not limited to: eMoney, MoneyGuidePro, Holistiplan, Nitrogen/Riskalyze. * Build and maintain strong relationships with Central Wealth Solutions and Advanced Planning ...

Mohr Talent

NY · On-site

$115K/yr

Holistiplan (tax planning) * MoneyGuidePro (financial planning) Core Competencies * Tech-savvy with the ability to quickly adopt and leverage new systems * Process-driven with a strong focus on data ...

washingtontrust

$110K - $135K/yr

Support the development and delivery of comprehensive financial plans using planning tools such as MoneyGuide Elite, Holistiplan, Luminary, Income Lab, and Microsoft Excel. * Participate in client ...

Mohr Talent

NY · On-site

$115K/yr

Holistiplan (tax planning) * MoneyGuidePro (financial planning) Work Environment * Full-time, 5 days in-office required * Collaborative, team-oriented culture with regular client and team engagement ...

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Holistiplan information

What is Holistiplan?

Holistiplan is a tax planning software designed for financial advisors. It automates the process of analyzing client tax returns and generates customized tax planning reports. By uploading a client's tax document, advisors can quickly identify planning opportunities and potential tax savings. This enables more efficient and proactive financial planning, helping advisors provide greater value to their clients.

What are the typical daily tasks and collaborative responsibilities of a financial advisor using Holistiplan software?

As a financial advisor leveraging Holistiplan, your daily tasks often include uploading and analyzing clients’ tax returns, generating tax planning reports, and identifying actionable strategies for each client. You’ll frequently collaborate with other advisors or paraplanners to review client data, discuss planning scenarios, and ensure recommendations align with broader financial goals. Holistiplan streamlines workflows, but effective communication with your team and clients remains essential to interpret results and implement strategies successfully.

What are the key skills and qualifications needed to thrive as a Holistiplan user (financial planner), and why are they important?

To thrive as a Holistiplan user, you need a strong background in financial planning, tax analysis, and client advisement, typically supported by certifications such as CFP or CPA. Proficiency with Holistiplan software, tax planning tools, and financial modeling systems is essential. Excellent communication, analytical thinking, and attention to detail help you interpret complex reports and deliver actionable insights to clients. These skills ensure accurate, efficient financial planning that maximizes client value and supports informed decision-making.

What is the difference between Holistiplan vs Financial Planner?

AspectHolistiplanFinancial Planner
CredentialsTypically requires CFP certification, financial planning backgroundOften holds CFP, ChFC, or other financial planning credentials
Work EnvironmentSoftware-based, used by financial advisors for client analysisAdvisory firms, independent practice, or corporate settings
Industry UsageUsed as a tool within financial planning servicesProvides comprehensive financial advice and planning

Holistiplan is a software tool that financial planners use to analyze client portfolios and generate tax-efficient strategies. In contrast, a Financial Planner offers personalized financial advice, including investment, retirement, and estate planning. While both roles require similar credentials and work within the financial industry, Holistiplan functions as a supporting technology for financial planners rather than a standalone advisory role.

How long has Holistiplan been in business?

Holistiplan was founded in 2017 and has been providing financial planning software for advisors since then. The company specializes in tools that help streamline the client review process and improve efficiency for financial professionals.
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Holistiplan jobs near you
Infographic showing various Holistiplan job openings in the United States as of September 2026, with employment types broken down into 100% Full Time. Highlights an 92% In-person, and 8% Hybrid job distribution.

Digital Customer Success Manager

Remote

Holistiplan
Finance and Insurance • 11 - 50 employees
Learn more about Holistiplanexternal

Other

Posted 10 days ago

Job description

Digital Customer Success Manager

Holistiplan is seeking a Digital Customer Success Manager to own and grow our digital-led customer segment. This is a data-driven, high-impact role focused on understanding customer behavior at scale and building lifecycle programs that drive product adoption, retention, and long-term value. You will serve as the primary architect of our digital customer experience, translating data insights into targeted, automated engagement strategies that meet customers where they are in their journey.

Key tasks and responsibilities include:

  • Own the digital customer segment end-to-end, including cohort analysis, health monitoring, and lifecycle strategy
  • Analyze customer usage data to identify trends, risk signals, and expansion opportunities across the segment
  • Design, build, and optimize nurture sequences for every stage of the customer lifecycle including onboarding, adoption, renewal, and expansion
  • Manage and maintain HubSpot workflows, sequences, and automation to deliver timely, relevant communication at scale
  • Develop segmentation strategies to personalize outreach based on customer tier, usage behavior, and lifecycle stage
  • Monitor key metrics including product adoption, engagement rates, churn signals, and NRR across the digital segment
  • Partner with Marketing, Product, and CS leadership to align digital programs with broader GTM initiatives
  • Continuously test, measure, and iterate on messaging, timing, and channel mix to improve performance
  • Maintain clean and accurate customer data in HubSpot to support reporting and decision-making

Required qualifications include:

  • Proficiency in HubSpot including workflows, sequences, lists, and reporting
  • Experience in a Customer Success, marketing automation, or lifecycle marketing role
  • Strong analytical skills with the ability to interpret customer data and translate it into actionable programs
  • Demonstrated ability to build and manage email nurture campaigns and automated customer journeys
  • Excellent written communication skills in English, with the ability to craft clear, customer-facing messaging
  • Comfortable working independently in a remote, fast-paced environment
  • High attention to detail and strong organizational skills

Preferred qualifications include:

  • Experience working with SaaS or fintech products
  • Familiarity with customer health scoring and digital CS frameworks (low-touch or tech-touch models)
  • Experience using Pendo, Intercom, or similar product analytics and engagement tools
  • Background in financial services or wealth management technology is a plus
  • Experience with A/B testing and data-driven optimization of customer communications
  • Familiarity with Chargebee or similar subscription billing platforms

To apply, email your resume to jobs@holistiplan.com

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