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Planhat Jobs (NOW HIRING)

Anthology

Senior Customer Success Manager

Managing and maintaining accurate account plans, activities, and customer data within systems such as Salesforce and Planhat * Supporting customer engagement through community participation, events ...

Sona

Revenue Operations Specialist

New York, NY · On-site

$100K - $120K/yr

Build and maintain integrations between GTM platforms (HubSpot, Gong, Lemlist, Sales Navigator, Cognism, Planhat, and others), ensuring data flows reliably and bi-directionally where needed * Enforce ...

Portnox

Customer Experience Manager

Austin, TX

Familiarity with Salesforce and other customer success tools (e.g., GUIDEcx, Planhat, or similar) is a strong plus. * Project Management: Experience managing technical projects. * Communication

Portnox

Customer Experience Manager

Austin, TX · On-site

Familiarity with Salesforce and other customer success tools (e.g., GUIDEcx, Planhat, or similar) is a strong plus. * Project Management: Experience managing technical projects. * Communication

Trullion

Customer Success Manager

Manhattan, NY · On-site

$110K - $130K/yr

Experience with CRM / CS Platforms is a plus - Salesforce, Gong, Planhat, etc. * Bachelor's degree required. * Ability to work onsite at the NYC office 4 days per week. Trullion's US salary range for ...

SchoolMint

Experience with tools such as Salesloft, Planhat, Totango, Zendesk, and Dataloader. * Familiarity with SQL, APEX, and other querying or scripting tools used for data management and CRM customization.

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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.
More about Planhat jobs
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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 94% Full Time, and 6% Contract. Highlights an 53% Physical, 3% Hybrid, and 44% Remote job distribution.
Mid-Market Account Executive - Planhat

Mid-Market Account Executive - Planhat

The Job Sauce

Indianapolis, IN • On-site

$90K - $110K/yr

Full-time

Re-posted 3 days ago

Job description

About the job
The customer platform built to acquire, service and grow lifelong customers.
Mission
Our mission is to create value that lasts.
Your main objective is to set our future clients up for long-term success, and tailor each sale accordingly.
Planhat empowers businesses to deliver more value to more customers than ever. It's the platform of choice for lean teams to drive sustained profitability.
Team
We define and drive Planhat's GTM strategy & sales process.
We excel at identifying our buyers' objectives regardless of their role, seniority level, company size, or industry. This means we power the growth not only of Planhat, but of software businesses across the USA and beyond:
  • Tailoring our approach for every person, even when leaders at the same company have unique goals and pain points
  • Strategic discussions with the C-suite, deep dives into the product, ironing out nitty-gritty details
  • Listening and building trust, understanding what success looks like, handling objections, creating the right onboarding plan, and steering the path to a signed contract

Before joining Planhat our current Account Executives had experience such as:
  • Proven track records (approx 5+ years) in selling powerful (B2B) SaaS products, usually at scrappy startups, often starting out as BDR/SDR and progressing quickly to AE
  • Running an effective sales cycle, defining and owning it, from prospecting to closing (typically for VP and C-level executives)
  • Revenue responsibly (CSM, Account Manager, AE), exceeding targets, and overperforming at fast-growing software companies
  • Strong academic, and/or, competitive sports background, this role requires a blend of grit/determination, as well as commercial acumen

Trajectory
At Planhat we want people to grow, create value, and take on more responsibility. We believe in promoting from within.
For people that want to push themselves, and be at the forefront of a growing organization Planhat is an ideal place to be.
We look for people who are humble, driven, and above all, can perform. You are someone who reflects our values to be Caring and Genuine, as well as Impactful and Fearless.
There isn't a checklist or number of years of experience that guarantees success, some of the things we look for include:
  • Sales process expertise: you successfully carry revenue responsibility, and can craft memorable sales processes tailored to SaaS VP and C-level executives
  • Curiosity: you know it's much deeper than slide decks and swag... you're speaking with a FinTech company and quickly figure out that the CRO wants to reduce churn, and that CS reps need to automate a bunch of tedious tasks.
  • Business acumen: you're tech-savvy, and a quick learner, you can figure out people's biggest commercial challenges, and set them on their way to long-term success

Strong cultural alignment, a fast ramp-up, and ongoing collaboration are crucial for success in this mission. We're looking for people who can work with the existing Account Executive team in Indianapolis, IN. This is a hybrid role, with at least 3 days per week in the office.
Base salary range: $90,000-$110,000 with a with a 50/50 OTE compensation plan

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