Teams at Planhat

Own post-sales deployment programs from strategy and design through CRM operationalization, adoption, measurement, and continuous improvement. Translate Customer Success methodology into repeatable workflows, automation, ownership models, and performance metrics. Lead CS analytics and reporting, drive cross-functional adoption, and use data and AI-enabled process improvements to optimize commercial team execution.

Supports the Director and Deployment Strategists by building planning frameworks, renewal standards, portfolio reporting, account intelligence, and operating processes. Prepares renewal materials, account plans, stakeholder maps, executive business reviews, and quarterly business reviews while tracking commitments. Learns Planhat through live customer environments, supports enterprise accounts without owning a portfolio initially, and progressively takes on account-facing responsibilities before transitioning into an Enterprise Deployment Strategist role.

Own customer relationships from onboarding through renewal and expansion, driving retention, net revenue retention, product adoption, and measurable business outcomes. Analyze customer health, usage, and engagement data to identify expansion opportunities and mitigate churn. Act as a trusted advisor to senior revenue stakeholders while informing product roadmap and go-to-market strategy through customer insights.