Planhat is a customer platform built to acquire, service, and grow lifelong customers. The Technical Deployment Specialist will work with clients across various industries to implement and optimize ...
Planhat is a customer platform built to acquire, service, and grow lifelong customers. The Technical Deployment Specialist will work with clients across various industries to implement and optimize ...
Senior Customer Success Manager
$150K - $200K/yr
We help people build their businesses around their clients, and unleash the capabilities of Planhat. Team Our role is to understand customers' problems and desired outcomes deeply, then help solve ...
Senior Customer Success Manager
$150K - $200K/yr
We help people build their businesses around their clients, and unleash the capabilities of Planhat. Team Our role is to understand customers' problems and desired outcomes deeply, then help solve ...
Technical Deployment Specialist
Manhattan, NY · On-site
$90K - $130K/yr
Your mission is to unleash the full power of Planhat for global software businesses. Team We are one of the most versatile teams at Planhat. We work with clients across different industries, and team ...
Technical Deployment Specialist
Manhattan, NY · On-site
$90K - $130K/yr
Your mission is to unleash the full power of Planhat for global software businesses. Team We are one of the most versatile teams at Planhat. We work with clients across different industries, and team ...
This mission is to redefine customer success for modern enterprises Team At Planhat, we don't talk about results-we get them. We started with zero external funding and still operate with a ...
This mission is to redefine customer success for modern enterprises Team At Planhat, we don't talk about results-we get them. We started with zero external funding and still operate with a ...
Customer Success Manager - Los Angeles
$110K - $170K/yr
We help people build their businesses around their clients, and unleash the capabilities of Planhat. Team Our role is to understand customers' problems and desired outcomes deeply, then help solve ...
Customer Success Manager - Los Angeles
$110K - $170K/yr
We help people build their businesses around their clients, and unleash the capabilities of Planhat. Team Our role is to understand customers' problems and desired outcomes deeply, then help solve ...
Customer Success Manager
$110K - $170K/yr
We help people build their businesses around their clients, and unleash the capabilities of Planhat. Team Our role is to understand customers' problems and desired outcomes deeply, then help solve ...
Customer Success Manager
$110K - $170K/yr
We help people build their businesses around their clients, and unleash the capabilities of Planhat. Team Our role is to understand customers' problems and desired outcomes deeply, then help solve ...
Customer Success Manager
$110K - $170K/yr
We help people build their businesses around their clients, and unleash the capabilities of Planhat. Team Our role is to understand customers' problems and desired outcomes deeply, then help solve ...
Customer Success Manager
$110K - $170K/yr
We help people build their businesses around their clients, and unleash the capabilities of Planhat. Team Our role is to understand customers' problems and desired outcomes deeply, then help solve ...
Our distinct approach Planhat's AI Deployment Program (ADP) team works directly with modern, high-velocity companies that want to be at the frontier of applied AI. We deploy, refine, and scale AI ...
Our distinct approach Planhat's AI Deployment Program (ADP) team works directly with modern, high-velocity companies that want to be at the frontier of applied AI. We deploy, refine, and scale AI ...
Senior Customer Success Manager - Los Angeles
$150K - $200K/yr
We help people build their businesses around their clients, and unleash the capabilities of Planhat. Team Our role is to understand customers' problems and desired outcomes deeply, then help solve ...
Senior Customer Success Manager - Los Angeles
$150K - $200K/yr
We help people build their businesses around their clients, and unleash the capabilities of Planhat. Team Our role is to understand customers' problems and desired outcomes deeply, then help solve ...
Head of Technical Deployments
Manhattan, NY · On-site
$150K - $200K/yr
You will define best practices, build playbooks, and ensure our deployment processes scale as Planhat grows. Key Responsibilities: * Manage, grow and coach a global team of Technical Deployment ...
Head of Technical Deployments
Manhattan, NY · On-site
$150K - $200K/yr
You will define best practices, build playbooks, and ensure our deployment processes scale as Planhat grows. Key Responsibilities: * Manage, grow and coach a global team of Technical Deployment ...
Head of Technical Deployments
Los Angeles, CA · On-site
$150K - $200K/yr
You will define best practices, build playbooks, and ensure our deployment processes scale as Planhat grows. Key Responsibilities: * Manage, grow and coach a global team of Technical Deployment ...
Head of Technical Deployments
Los Angeles, CA · On-site
$150K - $200K/yr
You will define best practices, build playbooks, and ensure our deployment processes scale as Planhat grows. Key Responsibilities: * Manage, grow and coach a global team of Technical Deployment ...
Planhat Ownership & Platform Management * Own administration of Planhat (our customer experience platform), including building automations, creating dashboards, resolving data discrepancies, and ...
Planhat Ownership & Platform Management * Own administration of Planhat (our customer experience platform), including building automations, creating dashboards, resolving data discrepancies, and ...
OR · On-site
Own the implementation, configuration, and continuous optimization of Planhat as Placer.ai's CS platform of record - including health scoring, journey automation, renewal workflows, and reporting
Own the implementation, configuration, and continuous optimization of Planhat as Placer.ai's CS platform of record - including health scoring, journey automation, renewal workflows, and reporting
Own the implementation, configuration, and continuous optimization of Planhat as Placer.ai's CS platform of record - including health scoring, journey automation, renewal workflows, and reporting
Senior GTM Systems Engineer
$107K - $146.40K/yr
Act as the primary technical owner for the Salesforce to Planhat and Kantata integrations. You will design, build, and maintain data syncs (leveraging middleware like Workato where necessary ...
Senior GTM Systems Engineer
$107K - $146.40K/yr
Act as the primary technical owner for the Salesforce to Planhat and Kantata integrations. You will design, build, and maintain data syncs (leveraging middleware like Workato where necessary ...
RevOps Analyst
Arlington, VA · On-site
Perform routine data integrity audits and execute cleanup workflows in Salesforce and Planhat to maintain a reliable System of Record. * Support revenue Intelligence & data enrichment,research and ...
RevOps Analyst
Arlington, VA · On-site
Perform routine data integrity audits and execute cleanup workflows in Salesforce and Planhat to maintain a reliable System of Record. * Support revenue Intelligence & data enrichment,research and ...
Customer Success Manager
Phoenix, AZ · Remote
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Customer Success Manager
Phoenix, AZ · Remote
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Customer Success Manager
Boston, MA · Remote
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Customer Success Manager
Boston, MA · Remote
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Perform routine data integrity audits and execute cleanup workflows in Salesforce and Planhat to maintain a reliable System of Record. * Support revenue Intelligence & data enrichment, research and ...
Perform routine data integrity audits and execute cleanup workflows in Salesforce and Planhat to maintain a reliable System of Record. * Support revenue Intelligence & data enrichment, research and ...
Planhat information
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.
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?
| Aspect | Planhat | Customer Success Manager |
|---|---|---|
| Primary Role | Software platform for customer success management and engagement | Professional responsible for managing customer relationships and retention |
| Required Skills | CRM tools, data analysis, SaaS knowledge | Communication, relationship building, problem-solving |
| Work Environment | Tech companies, SaaS industry, using software tools | Customer-facing roles in various industries, often in office or remote settings |
| Certifications | Often familiarity with SaaS and CRM tools; certifications like Salesforce may help | Customer 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.
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What job categories do people searching Planhat jobs look for? The top searched job categories for Planhat jobs are:
Full-time
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Job description
Job Summary:
Planhat is a customer platform built to acquire, service, and grow lifelong customers. The Technical Deployment Specialist will work with clients across various industries to implement and optimize the Planhat platform, ensuring they derive maximum value from the software.
Responsibilities:
• Work with sales to build a POC for the C-suite at an EduTech company, teasing the most insightful metrics dashboard they've ever seen
• Help a FinTech startup struggling with data across many systems sync their data seamlessly into Planhat
• Take a PropTech company's key processes from spreadsheets and forms into Planhat, not only designing automation steps, but also flagging churn risk and identifying growth opportunities
Qualifications:
Required:
• Business acumen coupled with technical aptitude (especially automation and AI)
• Ability to read a P&L statement
• Experience programming (e.g., 'hello world')
• Ability to translate business requirements into results
• Self-starter with a passion for learning and curiosity
• Ability to quickly understand people’s objectives and figure out efficient technical implementations
• Technical knowledge of APIs, webhooks, data migrations, customer objectives, and deadlines
• Strong commercial/consulting credentials
• Structured problem solver who enjoys logical challenges
Preferred:
• Salesforce Admin knowledge
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.
Planhat is a customer platform built to acquire, service, and grow lifelong customers. The Technical Deployment Specialist will work with clients across various industries to implement and optimize the Planhat platform, ensuring they derive maximum value from the software.
Responsibilities:
• Work with sales to build a POC for the C-suite at an EduTech company, teasing the most insightful metrics dashboard they've ever seen
• Help a FinTech startup struggling with data across many systems sync their data seamlessly into Planhat
• Take a PropTech company's key processes from spreadsheets and forms into Planhat, not only designing automation steps, but also flagging churn risk and identifying growth opportunities
Qualifications:
Required:
• Business acumen coupled with technical aptitude (especially automation and AI)
• Ability to read a P&L statement
• Experience programming (e.g., 'hello world')
• Ability to translate business requirements into results
• Self-starter with a passion for learning and curiosity
• Ability to quickly understand people’s objectives and figure out efficient technical implementations
• Technical knowledge of APIs, webhooks, data migrations, customer objectives, and deadlines
• Strong commercial/consulting credentials
• Structured problem solver who enjoys logical challenges
Preferred:
• Salesforce Admin knowledge
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.