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Planhat Jobs in Colorado (NOW HIRING)

Actionstep

Head of Business Systems

Denver, CO · On-site +1

Own the end-to-end architecture of Actionstep's enterprise systems, including NetSuite, Salesforce, Zone Billing, Zendesk, Planhat, Ramp, and Microsoft 365 * Define and document systems of record for ...

Actionstep

Head of Business Systems

Denver, CO · On-site

Own the end-to-end architecture of Actionstep's enterprise systems, including NetSuite, Salesforce, Zone Billing, Zendesk, Planhat, Ramp, and Microsoft 365 * Define and document systems of record for ...

Actionstep

Head of Business Systems

Denver, CO · On-site

Own the end-to-end architecture of Actionstep's enterprise systems, including NetSuite, Salesforce, Zone Billing, Zendesk, Planhat, Ramp, and Microsoft 365 * Define and document systems of record for ...

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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?

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 popular job titles related to Planhat jobs in Colorado? For Planhat jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Planhat jobs in Colorado look for? The top searched job categories for Planhat jobs in Colorado are:
Planhat jobs near you
Infographic showing various Planhat job openings in Colorado as of May 2026, with employment types broken down into 90% Full Time, and 10% Contract. Highlights an 58% In-person, 4% Hybrid, and 38% Remote job distribution.
Revenue Operations Manager (Post Sales)

Revenue Operations Manager (Post Sales)

Dialpad

Denver, CO

Other

Posted 6 hours ago

Job description

Your role
The Revenue Operations Manager - Post Sales owns the operational mechanics of Dialpad's recurring revenue engine.

This role is accountable for:

  • Gross Revenue Retention (GRR)
  • Net Revenue Retention (NRR)
  • Renewals forecast accuracy
  • Expansion pipeline governance
  • Customer Success & Renewals operating cadence
  • Land Expand Adopt Renew journey integrity
  • Product interlocks & operationalization of new product introductions within the installed base

This is a revenue ownership role-not a reporting function or a CS business partner role.

This position reports to our Director of Business Operations and has the opportunity to be based in our Austin or Tempe offices.

What you'll do

  • Own operational governance of Gross and Net Revenue Retention.
  • Monitor churn, contraction, and expansion drivers.
  • Identify structural gaps impacting retention.
  • Establish leading indicators for revenue risk.
  • Provide executive-level visibility into recurring revenue health.
  • Own renewal forecasting methodology and discipline.
  • Validate renewal commitments and risk assessments.
  • Improve renewal forecast accuracy across segments.
  • Establish a structured renewal inspection cadence.
  • Design and run operational forums for CS and Renewals.
  • Standardize inspection standards across segments.
  • Align expansion governance with sales forecasting rigor.
  • Ensure consistent pipeline hygiene within post-sales motions.
  • Own expansion opportunity visibility and stage discipline.
  • Monitor cross-sell/upsell pipeline health.
  • Identify leakage within installed accounts.
  • Align expansion inspection standards with new logo practices.
  • Define and govern operational handoffs across lifecycle stages.
  • Ensure adoption signals are visible and measurable.
  • Identify friction points in the customer journey.
  • Partner cross-functionally to improve retention mechanics.
  • Serve as RevOps lead for new product rollouts within the installed base.
  • Ensure expansion, attach visibility, and adoption tracking.
  • Monitor product adoption metrics impacting retention.
  • Provide feedback loops to Product on customer behavior trends.

Skills you'll bring

  • 6-8+ years in Revenue Operations, CS Operations, or Post-Sales Strategy.
  • Experience supporting subscription SaaS retention motions.
  • Deep understanding of renewal forecasting and expansion mechanics.
  • Strong analytical capability and structured thinking.
  • Comfortable influencing CS and executive leadership.
  • Ability to operate in high-growth, cross-functional environments.
  • Experience with Customer Success platforms (Planhat preferred; Gainsight, Totango, or ChurnZero acceptable).
  • Strong understanding of renewal forecasting and GRR/NRR modeling.
  • Advanced Excel / Sheets modeling skills; SQL proficiency preferred.
  • Deep familiarity with Salesforce opportunity and account data structures.
  • Experience integrating CS platforms with CRM systems.
  • Ability to translate product usage data into retention insights.
  • Strong BI and data visualization experience.

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