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Planhat Jobs in Austin, TX (NOW HIRING)

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

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

DISCO

Customer Success Enablement Manager

Austin, TX · On-site

Strong Salesforce, MEDDPICC and PlanHat experience * Ability to analyze data and derive actionable insights. * Strong organizational and project management skills. Authorization to Work in the U.S.

All JobsPlanhat JobsPlanhat Jobs in Austin, TX

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 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 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 Austin, TX?

For Planhat jobs in Austin, TX, the most frequently searched job titles are:

What job categories do people searching Planhat jobs in Austin, TX look for?

The top searched job categories for Planhat jobs in Austin, TX are:

What cities near Austin, TX are hiring for Planhat jobs?

Cities near Austin, TX with the most Planhat job openings:

Planhat jobs near you
Infographic showing various Planhat job openings in Austin, TX as of August 2026, with employment types broken down into 100% Full Time. Highlights an 73% Physical, 4% Hybrid, and 23% Remote job distribution.

Customer Experience Leader: Strategic Accounts & Onboarding

Portnox Access Layers Ltd.

Austin, TX • On-site

$80 - $100/hr

Other

Posted 5 days ago

Key responsibilities

  • Lead the customer lifecycle from sales alignment to onboarding, adoption, and growth.

  • Oversee the onboarding of strategic accounts by coordinating with internal teams and customer stakeholders.

  • Build and maintain strong relationships within customer organizations and monitor customer health to ensure satisfaction.

Job description

Customer Experience Manager

Department: Customer Success

Employment Type: Full Time

Location: Austin, TX


Description
As a Customer Experience Manager at Portnox, you will play a pivotal role in driving the success and satisfaction of our biggest customers throughout their entire lifecycle. This is an exciting opportunity to partner with a dynamic team, combining project management, customer success, and strategic account ownership. You will help deliver a world-class experience, from our sales process to ongoing utilization and growth.
We’re seeking a detail-oriented, customer-focused individual who thrives in a fast-paced environment and is eager to help shape the future of customer experience at Portnox.

Key Responsibilities
  • Customer Journey Ownership: Lead the customer lifecycle—from sales alignment to onboarding, adoption, and growth
  • Project Management: Oversee the onboarding of our largest and most strategic accounts, ensuring a seamless and timely process by coordinating with internal technical teams and customer-side stakeholders.
  • Strategic Account Management: Act as the subject matter expert (SME) for your assigned accounts. Build and maintain strong, multi-threaded relationships within customer organizations.
  • Customer Engagement & Retention: Conduct regular check-ins to ensure customers are fully utilizing the solutions they’ve purchased. Monitor customer health, proactively address concerns, and ensure satisfaction.
  • Expansion & Growth: Partner with sales to identify expansion opportunities within existing accounts.
  • Collaboration: Work closely with cross-functional teams, including Sales, Product, and Support, to deliver a consistent and cohesive customer experience.
  • Customer Insights & Reporting: Maintain and update customer health scores, provide account updates to the executive team, and build reports to inform strategic decision-making.
  • Process Optimization: Continuously refine onboarding and customer success processes to improve efficiency and satisfaction.
  • Tools & Documentation: Build scripts, create documentation, and track key customer interactions using Salesforce and other CX tools.

Skills, Knowledge, and Expertise
  • Experience: 3–7 years in customer success, customer experience, sales, project management, or account management, preferably within SaaS or cybersecurity.
  • Technical Skills: 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: Exceptional verbal and written communication skills, with the ability to engage with technical and non-technical stakeholders at all levels.
  • Organization: Strong project management skills with the ability to juggle multiple priorities while maintaining attention to detail.
  • Problem-Solving: Proactive, solutions-oriented mindset with a focus on delivering high-quality results.
  • Customer Focus: A customer-centric approach with a passion for ensuring customers achieve their desired outcomes.
  • Team Player: A collaborative attitude with the ability to work cross-functionally in a fast-paced, growth-oriented environment.
  • Education: Bachelor’s degree or equivalent experience in a related field.

Why Join Us
  • Opportunity to make a significant impact on the operations of the company.
  • Collaborative and dynamic work environment with opportunities for professional growth and development.
  • Competitive compensation and benefits package.
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