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Planhat Jobs in Boston, MA (NOW HIRING)

This mission is to redefine customer success for modern enterprises Team At Planhat, we don't talk about results--we get them. Starting with just two people and zero external funding, we've grown to ...

Familiarity with tools such as Salesforce, Planhat, or other CS/implementation platforms is a plus. * Familiarity with Department of Transportation or Fair Credit Reporting Act regulations is a plus.

Own Foley's enterprise data model - the data dictionary, entity definitions, and the rules that govern how data is structured and trusted across Dynamics, Salesforce, Ordway, PlanHat, and the data ...

Experience with Salesforce and a CS platform such as Planhat (what we use) or Gainsight * Comfort using AI development tools to accelerate technical work Location: USA, East Coast (Remote). Ideally ...

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 cities near Boston, MA are hiring for Planhat jobs?

Cities near Boston, MA with the most Planhat job openings:

Infographic showing various Planhat job openings in Boston, MA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 64% Physical, 3% Hybrid, and 33% Remote job distribution.

Enterprise Account Executive (US)

Planhat

Boston, MA • On-site

$280 - $300/hr

Other

PTO

Posted 4 days ago


Job description

This mission is to redefine customer success for modern enterprises

Team

At Planhat, we don’t talk about results—we get them. Starting with just two people and zero external funding, we’ve grown to nearly 200 people and hundreds of clients, while keeping a scrappy, high-ownership mindset. Builders, go-getters, and value creators thrive here. Planners and delegators? Not so much. We’re building a new team to accelerate Enterprise sales—a segment where we’re gaining serious momentum. We work with innovative, ambitious global leaders to transform customer success, drive sustainable growth, and optimize operations with Planhat. Most of our team has hands‑on experience scaling software startups from the ground up to tens, or hundreds of millions. We’re resourceful, unafraid to challenge industry giants, and thrive on experimenting and figuring things out as we go.

Trajectory

We like to think we’re creating one of the world’s most strategic and exciting business tools. Tens of thousands of users worldwide rely on Planhat daily to manage over 2.6 million customers. You’ll figure out pathways into billion‑dollar industry leaders, helping to power teams toward sustainable post‑sales growth. As one of the first hires in this high‑impact unit, you’ll play a pivotal role in shaping and scaling a team that will be central to Planhat’s next phase of growth.

Location

Success in this mission depends on strong cultural alignment, a fast ramp‑up, and close collaboration. You'll work directly with senior sales leaders, and this role will be based in Boston, LA, New York or Indianapolis.

We care less about the number of years you’ve worked and more about your commercial acumen, entrepreneurial mindset, drive, and achievements so far. We’re looking for someone who has:

  • Builder mentality: You thrive in uncharted territory. Rather than waiting for direction, you take initiative, create your own playbooks, you realise it's about traction as well as strategy.
  • Results‑Driven: You exceed targets. You’re probably an over performing AE who wants a tougher challenge, or a seasoned enterprise seller with a maverick streak, either way, you’re motivated by growth and impact.
  • Strategic sales: You get that every organization is different—especially when it comes to customer success. You build trust, and solve tough commercial challenges alongside global business leaders.
  • Ruthless Focus: You make good bets, you don’t chase everything that shines. You double down on your wins, and cut off what doesn’t work.

The OTE for this position is 280‑300k per year. This range listed is just one component of the company’s total rewards package, other rewards may include long term incentives, a generous PTO policy, and other benefits.

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