Senior-Led AI Customer Success Ops

Customer Success, Engineered for Growth

NRR Partners is the boutique Planhat implementation firm that SaaS leaders trust to turn customer retention into predictable, scalable revenue.

Scroll
The Challenge

Your CS team is drowning in dataand starving for insight.

01

Scattered signals

Critical customer data lives in six different tools. No single source of truth. Every QBR is an archaeology project.

02

Reactive, not proactive

You find out accounts are at-risk after they've already decided to leave. The save attempt comes too late.

03

Manual everything

CSMs burning 40% of their week on spreadsheets and data entry instead of driving expansion and renewals.

04

Forecasting by gut feel

Renewal predictions based on intuition, not data. Board meetings are stressful. Pipeline is a black box.

What We Build

Four pillars of a
revenue-driving CS operation.

01

Revenue Cleanup & Forecasting

Crystal-clear revenue visibility. Audited forecasts, multi-year deal tracking, and executive dashboards that tell the real story.

  • Forecast structure audit
  • Multi-year deal tracking
  • CSM performance dashboards
  • Quarterly revenue snapshots
02

Portfolio Health & Usage

Know exactly which accounts are thriving, at-risk, or ready to expand. Real-time health scoring and usage intelligence.

  • Usage metric optimization
  • MoM engagement tracking
  • Customer health scoring
  • Automated expansion triggers
03

Full Planhat Implementation

From data migration to workflow automation, we build your Planhat instance so your team hits the ground running from day one.

  • Complete data migration
  • Custom object configuration
  • Workflow automation
  • Team training & enablement
04

Managed Success & Optimization

Ongoing, subscription-based support that keeps your CS engine running at peak performance. We never stop improving.

  • Quarterly business reviews
  • Health score tuning
  • Tech stack alignment
  • Executive dashboards
Outcomes

The numbers speak.

FinTech SaaS
0% Churn reduction
0% More upsell conversations

Planhat implementation with automated health scoring and proactive churn playbooks. Team went from reactive to data-driven within one quarter.

HR Tech SaaS
0pt NRR improvement
0+ hrs saved / CSM / mo

Automated revenue forecasting, usage-based expansion triggers, and CSM dashboards that replaced manual reporting across the team.

Our Approach

From audit to optimization
in weeks, not months.

01

Audit & Discovery

Deep-dive into your CS stack, data flows, and revenue metrics. We find every gap and every opportunity.

02

Strategy & Architecture

Custom blueprint for your Planhat instance. Health scores, workflows, integrations, dashboards — tailored to you.

03

Build & Implement

Full execution: data migration, configuration, automation, and hands-on team training for adoption from day one.

04

Optimize & Scale

Ongoing tuning of health scores, workflows, and dashboards. Continuous refinement driven by real usage data.

Working with NRR Partners gave our CS team real structure for the first time. We finally have visibility into account health and a playbook that doesn't depend on tribal knowledge.
VP of Customer Success Series B FinTech SaaS
Who We Are

We know these platforms
inside and out.

NRR Partners is a global CS ops firm with deep roots in Planhat, Intercom, and Salesforce. We've spent years operating inside these ecosystems — configuring, optimizing, and scaling them for SaaS teams that take retention seriously.

With offices in New York, Paris, and Dubai, we work across time zones and markets to meet you wherever your customers are.

Planhat Certified Power Users
Offices in NYC, Paris & Dubai
Deep Planhat, Intercom & Salesforce Expertise
Global Coverage, Senior-Led Teams
Focus Net Revenue Retention
Platform Planhat
Approach AI-Powered & Senior-Led
Offices NYC · Paris · Dubai
Mission Turn CS into Revenue
FAQ

Common questions.

B2B SaaS companies from Series A through growth stage. 50 customers or 5,000 — if you're serious about NRR, we can help.

Planhat is our core expertise. But we integrate across your full stack — Salesforce, HubSpot, Intercom, and every tool in your CS orbit.

4–8 weeks for a full build, scoped precisely during discovery. No surprises, no scope creep.

A 30-minute, no-pressure call where we review your CS setup, identify quick wins, and map out what an engagement looks like. Actionable insights whether or not we work together.

Revenue impact. Churn reduction, NRR growth, expansion revenue, CSM efficiency. We set measurable KPIs upfront and track them relentlessly.

Get Started

Ready to engineer
your retention?

Tell us about your CS challenges. We'll come back with a perspective — and a plan.

Free 30-min strategy call
Actionable insights, day one
No commitment required

We respond within 24 hours.