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

Customer Success

Customer Success

Customer Success

Customer Success

Full-Time

Full-Time

Full-Time

Full-Time

On-Site

On-Site

On-Site

On-Site

We're engineering success, and empowering clients

We're engineering success, and empowering clients

We're engineering success, and empowering clients

We're engineering success, and empowering clients

St Louis, MO

St Louis, MO

St Louis, MO

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.

Mission

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

Team

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, and product. We work alongside our customers at every stage of the client lifecycle:

  • Work with sales to build a POC for the C-suite at an EduTech company, teasing the most insightful metrics dashboard they've ever seen

  • Help a FinTech startup struggling with data across many systems sync their data seamlessly into Planhat

  • Take a PropTech company's key processes from spreadsheets and forms into Planhat, not only designing automation steps, but also flagging churn risk and identifying growth opportunities

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

Some of us had a technical background before joining, and experience with tools like Salesforce, Hubspot, Zapier, or Data Warehouses (Snowflake, BigQuery); but many of us transitioned from commercial roles; we wanted to get deeper into products, and are self-taught technically.

Competencies

We are not obsessed about years of experience, we look for something deeper.

We think this role could be a great fit for someone with just 1-2 years of experience, or maybe even exceptional graduates.

The main thing is business acumen (especially experience at a scrappy startup), coupled with technical aptitude (especially automation). You probably know how to read a P&L statement, and have programmed “hello world”.

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 the people we’re picturing. Some of the things we value are:

  • Self starters: relish responsibility, and embrace variety. You try solving problems yourself first, making mistakes along the way. You jump on a technical call with a client's tech admin to hash out a data migration, spin up working a POC on a demo instance, share it with your CS colleague in New York, and then present it together to the customer's head of client success.

  • Technical knowledge/fast learner: you know your way around 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.