Mission
Our mission is to unlock value for every customer.
We help people build their businesses around their clients, and unleash the capabilities of Planhat. We aim to redefine what customer success means.
Team
Our role is to understand customers’ problems and objectives deeply, then help solve them through the Planhat platform.
When our clients are successful, so are we:
churn goes down 6% at a legal software company because we helped unify data from separate systems, survey qualitative customer feedback, and analyze product usage patterns
faced with modest growth and heavy competition, we help an enterprise CRO and CFO conduct a white space analysis using data from Planhat, which kickstarts initiatives that help increase Net Revenue Retention by 7%
five CS reps at a Fintech startup can handle 20% more clients because we’re streamlining repetitive tasks like data entry and creating reports, as well as automating the onboarding of new customers
In short, we elicit the aims and pain points of global CS leaders, help open people’s eyes to new possibilities, and then consistently drive high-value outcomes using Planhat.
Most of our CSMs today have:
Succeeded in a ‘closing’ role, either in sales, or CS (renewals, expansions, cross sales, upsales and churn prevention) at a B2B SaaS/fast-growth company
Demonstrated success in managing a portfolio
Been in a managerial role (but not everyone on the team has)
Competencies
In customer success, the value you bring to the table can’t be summed up by years of experience or a list of skills on a CV:
Ambition: you’re ready to be a trusted advisor to global CS leaders, and help them overcome some of the biggest commercial challenges
Driven: the magic doesn’t happen with fancy slide decks; it depends on your ‘whatever it takes’ attitude. Strategizing with clients is the starting point, you’re not satisfied until you’ve handled all the nitty gritty details that ensure the business impact is real.
Flexible: you like variety and constant challenges. In the same morning, you help an EduTech company standardise and automate their product training, next up you’re pitching a multiyear renewal to the CFO of an energy company.
Tech-savvy: you enjoy working with software, mastering products, and driving their adoption, knowing the right level of detail to go into with different people.
Trajectory
If you are an over-performer, and the 'go to' person in your team; then you'll fit right in here.
We love to reward strong performers with more responsibility. Successful people have numerous career development opportunities, including moving into senior leadership roles, taking ownership of strategic projects, and even international expansions.
Planhat is a great place to unleash your potential, we encourage you to grow, and create value (often through new initiatives that you have helped shape).
Location
Success in this mission depends on strong cultural alignment, a fast ramp-up, and ongoing collaboration.
We are looking for someone who can work 2-3 days per week from one of hub offices - Chicago (ideal), Boston, New York, Los Angeles, St Louis, or Philadelphia.
