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Planhat Jobs in California (NOW HIRING)

Planhat

Customer Success Manager

Los Angeles, CA · On-site

$110K - $170K/yr

The Deployment Strategy Team The face of Planhat to our customers, owning the portfolio and driving outcomes, retention, and commercial growth across every account. We prioritize by risk, growth, and ...

Planhat

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

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 ...

Planhat inc

Customer Success Manager

Los Angeles, CA · On-site

$110K - $170K/yr

Competencies Our team comes from diverse backgrounds, the common denominator is drive and ambition. Perhaps you've spent a minimum of 3-5 years in high-performance environments like management ...

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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.

Is Planhat a good company?

Planhat is a customer success platform company that offers tools for managing client relationships and data. The company's reputation varies based on employee reviews and industry performance, with some noting a collaborative environment and others citing challenges in growth or management. Job seekers should research current employee feedback and company culture to assess suitability for their career goals.

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

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 are popular job titles related to Planhat jobs in California? For Planhat jobs in California, the most frequently searched job titles are:
What job categories do people searching Planhat jobs in California look for? The top searched job categories for Planhat jobs in California are:
What cities in California are hiring for Planhat jobs? Cities in California with the most Planhat job openings:
Planhat jobs near you
Infographic showing various Planhat job openings in California as of August 2026, with employment types broken down into 100% Full Time. Highlights an 71% Physical, 3% Hybrid, and 26% Remote job distribution.

Customer Success Manager - Los Angeles

Planhat

Los Angeles, CA • On-site

$110K - $170K/yr

Other

PTO

Re-posted 6 days ago

Job description

Our mission is to unlock value for every customer.
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 them through the Planhat platform.
When our clients are successful, so are we:

  • churn goes down 6% at a legal software company because we helped unify data from separate systems, survey qualitative customer feedback, and analyze product usage patterns
  • Faced with modest growth and heavy competition, we help an enterprise CRO and CFO conduct a white space analysis using data from Planhat, this kickstarts initiatives that help increase Net Revenue Retention by 7%
  • five CS reps at a Fintech startup can handle 20% more clients; because we're streamlining repetitive tasks like data entry and creating reports, as well as automating the onboarding of new customers
In short, we elicit the aims and pain points of global revenue leaders, help open people's eyes to new possibilities, and then consistently drive high-value outcomes using Planhat.
Most of our Customer Success Managers today have:
  • Succeeded in a 'closing' role, either in sales, or CS (renewals, expansions, cross sales, upsales and churn prevention) at a B2B SaaS/fast-growth company
  • Demonstrated success in managing a portfolio
  • Worked hands on with a technical product, is smart, learns fast and can roll up their sleeves.

Location
Success in this mission depends on strong cultural alignment, a fast ramp-up, and ongoing collaboration.
We are looking for someone who can work 5 days a week from our Los Angeles office.
In our Customer Success team, the value you bring to the table can't be summed up by years of experience or a list of skills on a resume:
Ambition: You're ready to be a trusted advisor to global revenue and post sales leaders, and help them overcome some of their biggest commercial challenges
Driven: The magic doesn't happen with fancy slide decks; it comes down to your 'whatever it takes' attitude. Strategizing with clients is the starting point, you're not satisfied until you've handled all the nitty gritty details that ensure the business impact is real.
Flexible: You like change and constant challenges. In the same morning, you help an EduTech company standardise and automate their product training, next up you're pitching a multiyear renewal to the CFO of an energy company.
Tech-savvy: you enjoy working with software, mastering products, and driving their adoption, knowing the right level of detail to go into with different people.
The OTE salary range for this position is $110,000 - $170,000 per year. Please note that actual salaries will vary based on factors including but not limited to location, experience, and performance. Please also note the range listed is just one component of the company's total rewards package for exempt employees. Other rewards may include performance bonuses, long term incentives, a generous PTO policy, and other benefits.

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