A futuristic-looking person standing in a studio wearing advanced technical clothing and a reflective futuristic visor.
A futuristic-looking person standing in a studio wearing advanced technical clothing and a reflective futuristic visor.
A futuristic-looking person standing in a studio wearing advanced technical clothing and a reflective futuristic visor.

Customer Success

Customer Success

Full-Time

Full-Time

On-Site

On-Site

We're engineering success, and empowering clients

St Louis, MO

Join the Customer Success team.

Planhat is a next-generation customer management system powering the new recurring revenue world. Used by tens of thousands of people every day, Planhat is fast becoming the tool of choice for the world’s most customer-centric businesses.

Join the Customer Success team.

Planhat is a next-generation customer management system powering the new recurring revenue world. Used by tens of thousands of people every day, Planhat is fast becoming the tool of choice for the world’s most customer-centric businesses.

Join the Customer Success team.

Planhat is a next-generation customer management system powering the new recurring revenue world. Used by tens of thousands of people every day, Planhat is fast becoming the tool of choice for the world’s most customer-centric businesses.

Join the Customer Success team.

Planhat is a next-generation customer management system powering the new recurring revenue world. Used by tens of thousands of people every day, Planhat is fast becoming the tool of choice for the world’s most customer-centric businesses.

Mission

Your mission is to unleash the full power of Planhat for global software businesses.

Team

Our blend of critical thinking, curiousity, technical ability, commercial awareness, and product knowledge form the backbone of every client's journey.

We are one of the most versatile teams at Planhat. We work with clients across different industries, and team up with our colleagues across Sales/CS/Product, we’re also needed at every stage of the client lifecycle:

  • Assist Technical Account Managers working a with sales to build out a POC and help a potential customer visualize their data with Planhat

  • We help a client struggling with data across three separate systems sync their data seamlessly into Planhat

  • Move a customer’s process to identify churn risk from a spreadsheet into our system, designing automation steps to save them time

We are an eclectic bunch, our backgrounds include pre-sales, customer support, customer success, consultancy, and project management.

Competencies

We are not obsessed about years of experience, we look for something deeper. This is a chance for someone early in their career to get hands-on responsibility from the get-go.

We think this role could be a great fit for people with some client-facing experience (ideally at a scrappy startup), great aptitude with technology (especially automation), and maybe even exceptional graduates.

You get that this role is all about creating tangible business value, not getting lost in technical details. In short, you are someone who translates business requirements into results.

People are always sending things your way, because you just seem to ‘get it’, you get stuff to work, often better than people were picturing. We’re not looking for a tickbox of years of experience, some of things we value are:

  • Self-starter: you enjoy learning, you’re curious, you like a fast pace, you jump onto business and technical calls, quickly understand people’s objectives, then figure out an efficient technical implementation, your comfort zone is constantly expanding

  • Technical knowledge meets business acumen: you are familiar with APIs, webhooks, data migrations, customer objectives, and deadlines (or you’re a fast learner technically). Extra plus if you have CRM experience, like certifications from Hubspot or Salesforce, product analytics experience, like Pendo, or automation experience like Zapier

  • Problem solver: you're structured, you like logical challenges, and also know when you're heading down a rabbit hole (it happens!)

Trajectory

If you are an over-performer and the 'go-to' person in your team; then you'll fit right in here.

Planhat is a great place to unleash your potential. We encourage you to own new initiatives that add value.

Successful TAAs have numerous career path opportunities; from moving up to a Technical Account Manager, senior leadership roles, international expansions, switching departments (product, support); as well as driving strategic projects.

Get in the arena.

All roles are considered on a rolling basis.

Get in the arena.

All roles are considered on a rolling basis.