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Planhat Jobs in Florida (NOW HIRING)

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 cities in Florida are hiring for Planhat jobs? Cities in Florida with the most Planhat job openings:
Infographic showing various Planhat job openings in Florida as of August 2026, with employment types broken down into 100% Full Time. Highlights an 69% Physical, 4% Hybrid, and 27% Remote job distribution.

Manager, Customer Success Operations

TenEx

Sarasota, FL • On-site

Other

Posted 3 days ago

New


Job description

Manager, Customer Success Operations

The Manager, Customer Success Operations owns the operating system beneath our post-sales organization — the data, tooling, voice-of-customer signal, and operating cadence that let Customer Success, the Rapid Deployment Team, and Professional Services run on facts instead of anecdote.

This is a foundational, highly cross-functional role. You'll partner across Customer Success, RevOps, Finance, FDE, and SOC delivery, and report to the VP of Customer Success. You'll build a function that doesn't exist yet at Tenex — defining the reporting, tooling, and operational discipline the entire post-sales organization will run on as it scales. It's a rare opportunity to stand up the operating backbone of a Customer Success organization from first principles at a fast-growing, AI-native security company.

Reporting, Analytics & Business Insight
  • Serve as the single reporting owner across the full post-sales organization — Customer Success, the Rapid Deployment Team, and Professional Services — rather than a CS-only function.
  • Define metric requirements with leadership, build the dashboards, roll them out, and operate them as the single source of truth for post-sales performance.
  • Stand up and maintain core portfolio views: GRR/NRR, portfolio growth, renewal trends, at-risk and escalation trends, health distribution, engagement and adoption, time-to-value, and delivery quality.
  • Provide reporting tailored to each post-sales team — deployment throughput for RDT, health and retention for CS, utilization and margin for PS — under one consistent framework, including customer-by-customer profitability.
  • Own metric definitions and taxonomy so numbers mean the same thing in every room, and produce and automate the recurring executive data pack.
Customer Success Platform & Data Systems
  • Own the Customer Success platform end to end — evaluate, define requirements, select, implement, and then administer it in production (e.g., Velaris, Gainsight, Planhat).
  • Operationalize our frameworks inside the tool: health scoring, the segmented engagement model, playbooks, lifecycle stages, and renewal triggers.
  • Own the CS-relevant Salesforce data model — objects, fields, and data quality — in partnership with RevOps, and serve as the CS interface into Salesforce change management.
  • Own cross-system data governance and integrity so every dashboard rests on one trusted set of numbers.
Health Scoring
  • Own the customer health-scoring model as a living system — its inputs, scoring logic, thresholds, and roll-up rules.
  • Instrument health scoring inside the platform so scores calculate and refresh automatically, and calibrate the model over time so it reliably predicts renewal, churn, and escalation.
  • Drive adoption so health scoring becomes a metric CSMs and delivery teams act on daily, feeding at-risk plans, renewal triggers, and executive reviews.
Voice of the Customer
  • Build and run the CSAT program across the customer lifecycle, plus a relationship-level NPS motion.
  • Instrument surveys, manage cadence, and own the closed-loop follow-up process so detractor signals become action, not just a score.
  • Report sentiment trends to leadership and tie them to health, renewal, and delivery data as leading indicators.
Customer Communications
  • Own and influence the infrastructure, templates, and standards behind customer communications — both urgent/incident comms (security escalations, service-impacting events, advisories) and standard operational comms (lifecycle touchpoints, cadence, scheduling, announcements).
  • Own the urgent-comms mechanics — notification triggers, distribution, routing, and time-to-notify standards — so customers hear from us proactively rather than discovering issues first.
Planning, Renewals & Operating Rhythm
  • Operationalize the segmented coverage model and keep the capacity and headcount model a living planning tool.
  • Run the operational machinery behind the renewal motion — cadence, at-risk and save-plan tracking, and renewal inputs to leadership and RevOps.
  • Orchestrate the operating calendar — QBR/EBR support, the staff-meeting data pack, and automated executive review inputs.
  • Build and own the automation layer that keeps operational leverage compounding as the organization scales.
What We're Looking For Background
  • 5+ years in Customer Success Operations, Revenue Operations, or CS strategy/analytics in a B2B SaaS or managed-services environment.
  • Demonstrated ownership of a CS platform (Gainsight, Velaris, Planhat, ChurnZero, or similar) from evaluation or implementation through steady-state administration.
  • A track record of building operational infrastructure in a scaling organization, not just running someone else's playbook.
Skills
  • Strong analytical and data fluency — defining metrics, building dashboards, and working across Salesforce data and BI tooling.
  • Strong Salesforce data and administration fluency — comfortable owning objects, fields, and data quality and building reporting on top of them.
  • Fluency in core CS metrics (GRR, NRR, health scoring, segmentation, renewal motions) and the judgment to know which ones actually drive decisions.
Disposition
  • A builder-operator who can go from a blank page to an operational system and then run it.
  • A bias toward measurable outcomes and board-level credibility over activity metrics.
  • Comfortable being the person who says "that number is wrong, and here's why."
Preferred
  • Exposure to cybersecurity, MDR, SOC operations, or another technical-delivery domain.
  • Experience standing up CSAT/NPS programs and closed-loop voice-of-customer processes.
  • Comfort with AI-native and automation tooling, and prior involvement in comp plan design or administration.
How Success Is Measured

A single, trusted post-sales data layer that leadership runs on; a Customer Success platform in production and adopted by the team as the default place they work; health scores that reliably predict outcomes; voice-of-customer trends that demonstrably feed save and renewal action; and steadily increasing operating leverage — faster reporting cycles and broader automation — as the portfolio grows.


Tenex logo

About Tenex

Sourced by ZipRecruiter

Industry

Construction and manufacturing

Company size

11 - 50 Employees

Headquarters location

Evanston, IL, US

Year founded

1964