Business Development Lead
Boston, MA · On-site
Leverage CRM (e.g., Planhat, HubSpot) and sales engagement tools (e.g., Outreach, Orum) to maximize workflow efficiency and output quality. * Partner with RevOps to ensure accurate reporting, and ...
Business Development Lead
Boston, MA · On-site
Leverage CRM (e.g., Planhat, HubSpot) and sales engagement tools (e.g., Outreach, Orum) to maximize workflow efficiency and output quality. * Partner with RevOps to ensure accurate reporting, and ...
Planhat Ownership & Platform Management * Own administration of Planhat (our customer experience platform), including building automations, creating dashboards, resolving data discrepancies, and ...
Planhat Ownership & Platform Management * Own administration of Planhat (our customer experience platform), including building automations, creating dashboards, resolving data discrepancies, and ...
OR · On-site
Own the implementation, configuration, and continuous optimization of Planhat as Placer.ai's CS platform of record - including health scoring, journey automation, renewal workflows, and reporting
RevOps Analyst
Arlington, VA · On-site
Perform routine data integrity audits and execute cleanup workflows in Salesforce and Planhat to maintain a reliable System of Record. * Support revenue Intelligence & data enrichment,research and ...
RevOps Analyst
Arlington, VA · On-site
Perform routine data integrity audits and execute cleanup workflows in Salesforce and Planhat to maintain a reliable System of Record. * Support revenue Intelligence & data enrichment,research and ...
Planhat Ownership & Platform Management * Own administration of Planhat (our customer experience platform), including building automations, creating dashboards, resolving data discrepancies, and ...
Planhat Ownership & Platform Management * Own administration of Planhat (our customer experience platform), including building automations, creating dashboards, resolving data discrepancies, and ...
Customer Success Manager
Boston, MA · Remote
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Customer Success Manager
Boston, MA · Remote
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Perform routine data integrity audits and execute cleanup workflows in Salesforce and Planhat to maintain a reliable System of Record. * Support revenue Intelligence & data enrichment, research and ...
Quick apply
Perform routine data integrity audits and execute cleanup workflows in Salesforce and Planhat to maintain a reliable System of Record. * Support revenue Intelligence & data enrichment, research and ...
CX Operations Analyst
Salt Lake City, UT · On-site
Optimizing CX systems (like Planhat, Gainsight, or Salesforce) to improve team adoption and reduce manual tasks. * Designing and implementing workflows, playbooks, and operating standards across the ...
CX Operations Analyst
Salt Lake City, UT · On-site
Optimizing CX systems (like Planhat, Gainsight, or Salesforce) to improve team adoption and reduce manual tasks. * Designing and implementing workflows, playbooks, and operating standards across the ...
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Customer Success Manager
Phoenix, AZ · Remote
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Customer Success Manager
Phoenix, AZ · Remote
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Customer Success Manager
Albany, NY · Remote
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Customer Success Manager
Albany, NY · Remote
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Customer Success Manager
Richmond, VA · Remote
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Customer Success Manager
Richmond, VA · Remote
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Customer Success Manager
Honolulu, HI · Remote
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Customer Success Manager
Honolulu, HI · Remote
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Perform routine data integrity audits and execute cleanup workflows in Salesforce and Planhat to maintain a reliable System of Record. * Support revenue Intelligence & data enrichment, research and ...
Perform routine data integrity audits and execute cleanup workflows in Salesforce and Planhat to maintain a reliable System of Record. * Support revenue Intelligence & data enrichment, research and ...
Customer Success Manager
Chicago, IL · Remote
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Customer Success Manager
Chicago, IL · Remote
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Customer Success Manager
Austin, TX · Remote
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Customer Success Manager
Austin, TX · Remote
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled * Own GRR and NRR outcomes for your book ...
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?
| Aspect | Planhat | Customer Success Manager |
|---|---|---|
| Primary Role | Software platform for customer success management and engagement | Professional responsible for managing customer relationships and retention |
| Required Skills | CRM tools, data analysis, SaaS knowledge | Communication, relationship building, problem-solving |
| Work Environment | Tech companies, SaaS industry, using software tools | Customer-facing roles in various industries, often in office or remote settings |
| Certifications | Often familiarity with SaaS and CRM tools; certifications like Salesforce may help | Customer 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:
What states have the most Planhat jobs? States with the most job openings for Planhat jobs include:
What job categories do people searching Planhat jobs look for? The top searched job categories for Planhat jobs are:
Full-time
This job post has expired today. Applications are no longer accepted.
Job description
Sales-Focused Business Development Lead
We seek a sales-focused Business Development Lead with a proven track record in building and scaling high-performing BDR/SDR/Sales organizations.
This role sits at the intersection of sales execution, process optimization, and team leadership, ensuring our outbound engine consistently produces predictable and high-quality pipeline.
The ideal candidate is both a sales operator and strategist: a leader who can inspire others to get the work done, always leading from the front. This is not a high level management role, you are also expected to do the work. The candidate is also deeply comfortable with CRM, engagement platforms, and sales operations infrastructure to optimize efficiency.
Key Responsibilities
Sales Leadership & Team Scaling
- Build, lead, and scale a high-volume BDR team capable of consistently hitting aggressive pipeline targets.
- Recruit, train, and retain top sales talent while establishing a structured performance framework (KPIs, quotas, comp models, promotion paths).
- Foster a competitive, metrics-driven, and coaching-oriented sales culture.
- Establish repeatable playbooks and frameworks to enable fast onboarding and predictable performance across geographies/markets/verticals.
- Revenue Generation & Alignment
- Own responsibility for pipeline creation, ensuring that outbound efforts consistently translate into high-quality pipeline and ultimately revenue.
- Partner closely with Account Executives, Sales Leadership, and Marketing to optimize territory coverage, lead handoff, and campaign execution.
- Set clear productivity and conversion benchmarks (calls, sequences, meetings, SQLs, closed-won impact) and manage the team rigorously against them.
- Process, Systems & Operations
- Design and implement scalable prospecting processes across multiple segments and markets in close collaboration with the Revenue Operations team.
- Leverage CRM (e.g., Planhat, HubSpot) and sales engagement tools (e.g., Outreach, Orum) to maximize workflow efficiency and output quality.
- Partner with RevOps to ensure accurate reporting, and performance metrics to monitor leading/lagging indicators.
- Continuously evaluate and improve existing and new potential workflows to drive volume, personalization, and conversion at scale.
- Execution & Hands-On Involvement
- Lead from the front, personally supporting high-value prospecting campaigns and modeling best practices in outreach.
- Coach BDRs on objection handling, messaging, and qualification to improve sales acumen and confidence.
- Drive continuous experimentation in outbound sequences, multichannel engagement, and sales messaging to maximize ROI.
Skills & Requirements
Qualifications
5+ years of experience in high-volume BDR/SDR (Outbound), AE, or Business Development, with 2+ years in leadership roles.
- Proven track record of scaling sales development teams (e.g., from single digits to 20-50+ reps) while achieving ambitious pipeline/revenue contribution targets.
- Strong sales pedigree: deep understanding of sales qualification methodologies (BANT, MEDDIC, SPICED, etc.) and outbound prospecting best practices.
- Systems-savvy: expert in CRM, engagement tools, and sales automation; ability to architect efficient workflows, reporting, and dashboards.
- Data-driven operator with a demonstrated ability to optimize for conversion, productivity, and ROI at scale.
- Excellent communicator, motivator, and coach, capable of building trust with both executives and front-line reps.
- Growth-oriented, entrepreneurial mindset with the resilience to thrive in a fast-paced, high-expectation sales environment.
Success in This Role
- Scaling a high-volume BDR organization that consistently outperforms pipeline and revenue contribution targets.
- Implementing systems, processes, and playbooks that enable predictable, repeatable performance.
- Building a culture of sales excellence, career development, and accountability across the team.
- Driving significant top-of-funnel growth while aligning tightly with Sales, Marketing, and RevOps.