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Planhat Jobs (NOW HIRING)

Planhat inc

Account Executive

Indianapolis, IN · On-site

You're motivated by growth and impact, and you're always looking for a tougher challenge Before joining Planhat our current Account Executives had experience such as: * Proven track records in ...

Planhat inc

Technical Deployment Specialist

Los Angeles, CA · On-site

$100K - $150K/yr

Use Planhat's AI and analytics capabilities to help customers see patterns, act faster, and scale what works * Partner closely with Sales, CS, and Product to ensure every deployment creates lasting ...

Planhat inc

Senior Customer Success Manager

Los Angeles, CA · On-site

$150K - $200K/yr

They own the revenue on Planhat's most strategic accounts, stay closest to the customer, and deliver the outcomes that matter most. * You are continuously growing your enterprise portfolio's revenue ...

Planhat inc

GTM Strategy Associate

Los Angeles, CA · On-site

$100K - $140K/yr

Ambitious and curious: you want to be at the heart of building something big and you're not here to watch from the sidelines Trajectory Planhat started with two people and no external funding. Today ...

Origami Risk LLC

$128K - $160K/yr

Maintains Planhat as the CS platform of record, ensuring data accuracy, platform health, and alignment to team needs. * Drives platform enhancements and new capabilities in partnership with CS ...

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Planhat information

What is Planhat?

Planhat is a customer success platform designed to help businesses manage and grow their customer relationships. It offers tools for tracking customer health, managing onboarding processes, and automating workflows. Companies use Planhat to increase customer retention, improve engagement, and drive product adoption. The platform integrates with various data sources, providing a centralized view of the customer journey for customer success teams.

What is the difference between Planhat vs Customer Success Manager?

AspectPlanhatCustomer Success Manager
Primary RoleSoftware platform for customer success management and engagementProfessional responsible for managing customer relationships and retention
Required SkillsCRM tools, data analysis, SaaS knowledgeCommunication, relationship building, problem-solving
Work EnvironmentTech companies, SaaS industry, using software toolsCustomer-facing roles in various industries, often in office or remote settings
CertificationsOften familiarity with SaaS and CRM tools; certifications like Salesforce may helpCustomer success or account management certifications beneficial

Planhat is a SaaS platform designed to help customer success teams manage and analyze customer data, automate workflows, and improve engagement. In contrast, a Customer Success Manager is a professional role focused on building relationships, ensuring customer satisfaction, and reducing churn. While Planhat provides the tools, the Customer Success Manager uses those tools to perform their duties effectively.

What are the key skills and qualifications needed to thrive as a Customer Success Manager at Planhat, and why are they important?

To thrive as a Customer Success Manager at Planhat, you need strong account management experience, a customer-focused mindset, and a solid understanding of SaaS business models, usually supported by a relevant degree. Familiarity with CRM systems, customer success platforms like Planhat, and data analytics tools is essential. Excellent communication, problem-solving, and relationship-building skills help you stand out in this role. These abilities are crucial for driving customer satisfaction, retention, and growth in a competitive SaaS environment.

How does a Customer Success Manager at Planhat typically collaborate with product and sales teams to drive customer outcomes?

Customer Success Managers at Planhat work closely with both product and sales teams to ensure clients receive maximum value from the platform. They regularly relay client feedback to the product team to help shape future features and address any technical issues swiftly. Collaboration with the sales team often involves onboarding new clients, identifying expansion opportunities, and ensuring a smooth transition from sales to ongoing support. This cross-functional teamwork helps create a seamless experience for customers and fosters long-term relationships.
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Planhat jobs near you
Infographic showing various Planhat job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 75% Physical, 7% Hybrid, and 18% Remote job distribution.

Technical Deployment Lead | Americas

Planhat

Manhattan, NY • On-site

Full-time

Posted 24 days ago

Job description

Job Summary:
Planhat is a versatile team that collaborates with clients across various industries. The Technical Deployment Lead role focuses on translating business requirements into technical solutions, ensuring measurable business value for enterprise customers.
Responsibilities:
• You are measured by the business impact you create for Planhat's largest and most complex enterprise customers.
• You are consistently delivering technically sophisticated solutions that create measurable business value for enterprise customers.
• You are seen as the go-to technical expert by both customers and internal teams, trusted to take on the hardest and most complex deployments.
• You are continuously expanding your technical and commercial skill set, pushing the boundaries of what Planhat can deliver for customers.
• You are actively contributing to the playbook and frameworks that raise the standard for the entire Technical Deployment team.
• You are growing into broader leadership responsibilities, mentoring junior team members and shaping how the team operates.
Qualifications:
Required:
• Business acumen coupled with technical aptitude, especially around automation and AI
• Ability to read a P&L statement
• Ability to translate business requirements into results
• Self-starter who enjoys learning and is curious
• Ability to quickly understand people's objectives and figure out efficient technical implementation
• Technical knowledge around APIs, webhooks, data migrations, customer objectives, and deadlines
• Structured problem solver who likes logical challenges
• Ability to deliver technically sophisticated solutions that create measurable business value for enterprise customers
• Ability to be seen as the go-to technical expert by both customers and internal teams
• Ability to continuously expand technical and commercial skill set
• Ability to actively contribute to the playbook and frameworks for the Technical Deployment team
• Ability to grow into broader leadership responsibilities and mentor junior team members
Preferred:
• Salesforce Admin knowledge is a plus
• Experience with tools like Salesforce, Hubspot, Zapier, or Data Warehouses such as Snowflake and BigQuery
Company:
Planhat is a customer platform built to give insights, manage workflow and drive customer experience. Founded in 2015, the company is headquartered in Stockholm, SWE, with a team of 201-500 employees. The company is currently Growth Stage.

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