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Planhat Jobs (NOW HIRING)

Nebius

Customer Onboarding Team Lead

Improve operational processes, reporting frameworks, workload management, and effective use of tools like Planhat and Notion. * Partner cross-functionally with Product, Sales, Retention, Finance, and ...

Air

Delivery Operations Analyst

Arlington, VA · On-site

Strong proficiency with CSP and/or CRM software (e.g., Salesforce, HubSpot, Gainsight, Planhat). * Analytical Skills: Ability to pull reports, analyze data, and translate operational metrics into ...

Air

Delivery Operations Analyst

Arlington, VA

Strong proficiency with CSP and/or CRM software (e.g., Salesforce, HubSpot, Gainsight, Planhat). * Analytical Skills: Ability to pull reports, analyze data, and translate operational metrics into ...

Swimlane

Customer Success Manager (EMEA)

Proficiency with CRM platforms (Salesforce preferred) and Customer Success tools (e.g., Gainsight, Totango, Planhat) * Comfort using product usage analytics, dashboards, and customer health metrics

Rilla

Customer Success Manager

Manhattan, NY · On-site

$250K/yr

Familiarity with G Suite, Slack, Hubspot, Mixpanel, and Planhat * Familiarity with the home improvement or home services industries Compensation Our compensation philosophy is that we always pay top ...

TripleTen

Customer Onboarding Team Lead

Improve operational processes, reporting frameworks, workload management, and effective use of tools like Planhat and Notion. * Partner cross-functionally with Product, Sales, Retention, Finance, and ...

LogicGate

Manager, Customer Success

Chicago, IL · On-site

Hands-on familiarity with customer success management platforms (e.g., Planhat, Salesforce) and comfort using Google suite and Slack. * Robust GRC, risk management, or compliance industry knowledge ...

MealSuite

Implementation Project Coordinator

Dallas, TX · On-site

$75K/yr

Develop customized plans to meet customer needs - Customize project plans in Planhat to meet customer needs/project scope, document customer implementation needs, requests, and questions in internal ...

Rilla

Customer Success Manager

New York, NY · On-site

$90K - $110K/yr

Familiarity with G Suite, Slack, Hubspot, Mixpanel, and Planhat * Familiarity with the home improvement or home services industries Compensation Our compensation philosophy is that we always pay top ...

Propelus

Manager, Customer Success

$110K - $130K/yr

Proficiency in using customer success platforms (e.g., Gainsight, Planhat) and CRM systems (e.g., Hubspot). * Ability to work effectively in a fast-paced, dynamic environment. * Strong leadership ...

Way

Manager, Customer Operations and Support

Austin, TX · On-site

$132K/yr

You have helped implement or manage customer support and GTM tools (e.g., Intercom/Fin, HubSpot, Salesforce, Planhat) * High Attention to Detail : You catch what others miss-whether it's an ...

Sendoso

Customer Success Associate

Phoenix, AZ · On-site

Leverage Customer Success technology tools (PlanHat, Salesforce, Tableau, etc.) to understand customer health and run plays to mitigate risk and churn. What You'll Bring: * 1-2 years working in a B2B ...

UserTesting

Insights Partner

Maintain customer engagement insights and documentation using tools such as Planhat, Gong, and Salesforce. Requirements * 3+ years of experience in UX research, UX design, customer insights, product ...

Trunk Tools

CX Support

Experience in construction tech, customer success platforms (Planhat, Gainsight, ChurnZero, Vitally), CRM systems (SFDC, Hubspot), or workflow automation (Zapier) is a strong plus. What We Value

Island Company

Customer Success Manager

Dallas, TX · On-site

Experience with customer success platforms such as Planhat or Gainsight. * Experience with software development lifecycle tools such as JIRA. * Knowledge of network security, end-user experience, and ...

Way

Manager, Customer Operations and Support

Austin, TX

$132K/yr

You have helped implement or manage customer support and GTM tools (e.g., Intercom/Fin, HubSpot, Salesforce, Planhat) * High Attention to Detail : You catch what others miss--whether it's an ...

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All JobsPlanhat Jobs

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.

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.
More about Planhat jobs
What cities are hiring for Planhat jobs? Cities with the most Planhat job openings:
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What job categories do people searching Planhat jobs look for? The top searched job categories for Planhat jobs are:
Planhat jobs near you
Infographic showing various Planhat job openings in the United States as of July 2026, with employment types broken down into 94% Full Time, and 6% Contract. Highlights an 53% Physical, 3% Hybrid, and 44% Remote job distribution.
Senior CRM System Administrator

Senior CRM System Administrator

SchoolMint

Lafayette, LA • Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

Job description

About SchoolMint:

SchoolMint is a leading provider of K-12 Enrollment Solutions. As school choice expands and student recruitment grows more competitive, SchoolMint will help parents, students and customers overcome their toughest enrollment challenges.

SchoolMint's mission is built on our core values: No Jerks, Period; We, Not Me; Be Heroic; Bring Your Whole Self to Work; Embrace and Drive Change. These values are the foundation of our positive, collaborative culture and commitment to exceptional customer service.
Role Overview:

We are seeking a detail-oriented and tech-savvy Systems Administrator with a strong background in CRM management—specifically HubSpot and Salesforce—to join our growing team. This role is ideal for someone who combines a deep understanding of IT systems with a background in accounting and computer science, and who has hands-on experience tracking and reporting SaaS business metrics.
Location: Remote in select US states and San Jose, Costa Rica.
Hours: Available to work core hours aligned with the Eastern (EST) or Central (CST) time zones
What will I do?

CRM Administration:

  • Manage, configure, and maintain CRM platforms (HubSpot and Salesforce).
  • Implement workflows, custom fields, integrations, and data hygiene processes.
  • Collaborate with Sales, Marketing, and Customer Success teams to optimize CRM usability and performance.

Systems Management:

  • Oversee system infrastructure related to CRM and other business software tools.
  • Monitor performance and ensure system reliability and security.

SaaS Metrics & Reporting:

  • Track and report key SaaS metrics such as MRR, ARR, CAC, LTV, churn, and customer engagement.
  • Develop dashboards and regular reports to provide visibility into performance and growth.

Cross-Departmental Collaboration:

  • Partner with Finance and Executive teams to align metrics and reporting with business goals.
  • Provide training and documentation to end-users as needed.

About You:

  • Bachelor's degree in Accounting, Computer Science, or a related field.
  • 3–5 years of experience in system administration, with a focus on CRM platforms.
  • Strong background in CRM backend configuration, automation, and integration for Salesforce and HubSpot.
  • Strong understanding of CRM data structures and reporting tools.
  • Experience with SaaS business models and associated KPIs/metrics.
  • Familiarity with system integrations, APIs, and automation tools.]
  • Proven experience in end-to-end system migration projects
  • Certifications in Salesforce
  • Strong analytical and problem-solving abilities.
  • Excellent communication and collaboration skills.
  • Detail-oriented with a passion for process improvement.
  • Hard-working, independent, and able to thrive in a fast-paced environment.
Preferred Qualifications:
  • Experience with tools such as Salesloft, Planhat, Totango, Zendesk, and Dataloader.
  • Familiarity with SQL, APEX, and other querying or scripting tools used for data management and CRM customization.
  • Experience with HubSpot administration.

Why SchoolMint?

Join a supportive, mission-driven company that values growth, collaboration, and innovation. Here's what you'll enjoy as part of the SchoolMint team:

  • Comprehensive Health Benefits: Medical, Dental, Vision, Employee Paid Life Insurance, and Disability Insurance.
  • Paid Time Off Benefits: PTO, Sick Days, Floating Holidays, Volunteer Day, and Winter Recess.
  • 401(K): Including employer contribution after a 90-day waiting period.
  • Professional Development: Educational Assistance Program, industry conference access, and internal training resources.
  • Inclusive Culture: Work in a no-jerks-allowed environment where teamwork and creativity are central to our success.