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Planhat Jobs (NOW HIRING)

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

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 ...

CX Support

$53K - $98K/yr

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

Fluency with modern GTM tools spanning sales, delivery, training, & enablement e.g. CRM (Salesforce or similar), CS Platform (Planhat or similar), LMS (Articulate 360 or similar). * Ability to ...

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 ...

You have experience implementing or administering Customer Success platforms such as ChurnZero, Gainsight, Totango, Planhat, or similar technologies. * You are comfortable translating business needs ...

CX Support

New York, NY · Remote

$53K - $98K/yr

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

Experience with Looker, Planhat, or similar customer success/analytics tooling * Background in connected TV (CTV) or streaming TV advertising specifically * Experience building or improving CS ...

Maintain and update HubSpot and PlanHat, ensuring accurate records of customer interactions and sales activity. * Competitor & Product Awareness : Stay informed on industry trends, competitor ...

Manager, Customer Success

Boulder, CO · Remote

$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 ...

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 ...

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 ...

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 ...

Maintain and update HubSpot and PlanHat, ensuring accurate records of customer interactions and sales activity. * Competitor & Product Awareness : Stay informed on industry trends, competitor ...

Director, CX Programs

Dallas, TX · On-site

$145K - $178K/yr

Familiarity with the CX tech stack (e.g., Zendesk, Salesforce, PlanHat, or similar) * Strong strategic instincts combined with the operational rigor to execute against them * Excellent communication ...

Fluency with modern GTM tools spanning sales, delivery, training, & enablement e.g. CRM (Salesforce or similar), CS Platform (Planhat or similar), LMS (Articulate 360 or similar). * Ability to ...

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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:
What states have the most Planhat jobs? States with the most job openings for Planhat jobs include:
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.

Other

Medical, Dental, Vision, PTO

Re-posted 4 days ago


Job description

At Trunk Tools, we're the leading AI company revolutionizing construction, the second-largest industry on earth. We recently raised a $40M Series B led by Insight Partners, bringing our total funding to $70M from top-tier investors including Redpoint and Innovation Endeavors. This new round is fueling our next phase of growth as we scale AI agents across the jobsite.
Our mission is to build the future of construction through intelligent automation. Despite being a $13+ trillion industry, construction still runs largely on analog processes, we're changing that by embedding AI directly into field operations.
Founded by builders and technologists (Stanford, MIT), our team has delivered software used by over 140,000 field professionals, impacting millions of users and contributing to $10B+ in built projects. Many of us come from the field ourselves, giving us a deep understanding of the industry's unique challenges.
After years of building the "brain" of construction, we're now launching production-ready AI agents, starting with intelligent document processing and Q&A, and rapidly expanding into core operational workflows. Our team has doubled in the past year, and with 100+ employees (50+ engineers), we're scaling fast and entering a period of hypergrowth. This is a rare opportunity to join at an inflection point.
What You'll Be Doing

  • Customer Support & Troubleshooting: Act as tier 1 product support contact for customer inquiries, resolving issues quickly and effectively across chat, email, and video support. Triage and escalate technical issues to Engineering and Product teams as needed.
  • Enablement & Training: Run product demos, answer "how-to" questions, and empower users to self-serve through documentation and training resources.
  • Feedback & Advocacy: Collect user feedback, identify recurring issues, and communicate insights to Product and Engineering teams to improve our tools.
  • Knowledge Building: Help build and maintain technical documentation, FAQs, standard operating procedures, and service guides that scale support for customers and internal teams.
  • Process Development: Help define support workflows, ticketing protocols, and escalation procedures as we grow the function.
  • Metrics & Reporting: Track key support metrics (e.g., response time, resolution time, customer satisfaction) and surface trends for continuous improvement.
Qualifications
  • 2-4 years of experience in customer support, technical support, or customer-facing operations in SaaS, construction tech, or related industries. Experience building or improving support processes is a plus.
  • Strong problem-solving and real-time software troubleshooting skills required.
  • Experience utilizing support platforms (Intercom, Zendesk, Freshworks, Jira, etc.) required.
  • Excellent written and verbal communication skills - able to explain technical concepts to both field superintendents and office executives.
  • Technical curiosity and learning agility: you're comfortable learning cloud-based tools, back-end platforms, APIs, and AI-driven workflows. You're excited to use AI to work faster and solve problems creatively.
  • Highly organized and detail-oriented, with the ability to manage multiple support tickets and requests simultaneously.
  • Comfortable working in a fast-paced start-up environment and adapting as priorities evolve. Self-directed with the ability to work independently and take ownership of outcomes.
  • 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
  • Customer empathy: You genuinely care about solving problems and making users successful.
  • Responsiveness: You move fast, prioritize well, and ensure customers are never left hanging.
  • Proactivity & ownership: You don't just react - you anticipate issues and create solutions. You're comfortable being the first in a function and defining what good looks like.
  • Clarity: You can simplify complexity and make technology approachable
  • Builder mindset: You enjoy creating scalable resources and processes that raise the bar for the whole team. You naturally identify inefficiencies and propose solutions.
  • Systems minded: You consider tools and processes holistically with an innate curiosity for optimization.

What we offer
A close-knit and collaborative early-stage startup environment where every voice is heard and every opinion matters
Competitive salary and stock option equity packages
4 Medical Plans to choose from including 100% covered option. Plus Dental and Vision Insurance!
Learning & Growth stipend
Flexible long-term work options (remote and hybrid)
Free lunch provided in the office in NYC & Austin - you'll never go hungry with us!
Unlimited PTO; We truly believe in work-life balance and that hard work should be balanced with time for rest and rejuvenation
IRL / In-Person retreats throughout the year
Please note: All official communication from Trunk Tools will come from an email address ending in @trunk.tools. If you receive outreach from any other domain, please disregard it or report it to us.
At Trunk Tools, we're working hard to build a more productive and safer environment within the construction industry, and we strive to live by these same values here at Trunk Tools HQ. As an equal-opportunity employer, we are committed to building an inclusive environment where you can be you. We work hard to evaluate all employees and job applicants consistently, without regard to race, color, religion, gender, national origin, age, disability, pregnancy, gender expression or identity, sexual orientation, or any other legally protected class.