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

Customer Success

Customer Success

Full-Time

Full-Time

Full-Time

Full-Time

Hybrid

Hybrid

Hybrid

Hybrid

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

Multiple locations

Multiple locations

Multiple locations

Multiple locations

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

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.

We are looking for people who can join our team to work 2-3 days a week in the following hub locations:

St Louis (MO), Chicago, New York, Philadelphia, Los Angeles

Competencies

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

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 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 the 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 know your way around APIs, webhooks, data migrations, customer objectives, and deadlines (or you’re a fast learner technically, with strong commercial/consulting credentials)

  • 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 TAMs have numerous career path opportunities. 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.