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Planhat

No-code customer success automation platform

Deployment Strategy Operations Lead

Sales OperationsConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • Ability to build and execute solutions for ambiguous problems by creating structure and driving work through implementation.
  • Ability to work with data, define success measures, and use insights to make decisions.
  • Ability to translate strategy or methodology into usable processes, CRM workflows, automation, and operational practices.
  • Comfort with AI tools and automation, and ability to use them to improve efficiency and rethink existing processes.
  • Ability to partner cross-functionally with commercial leadership and the GTM Systems Lead, influence without direct authority, and advance work without detailed instructions.

Responsibilities

  • Own strategic post-sales programs, including digital deployment, Executive Sponsor, and AI use case rollout, from design and rollout through continuous improvement.
  • Translate Customer Success methodology into structured, repeatable ways of working with clear ownership, workflows, and success metrics.
  • Own Customer Success analytics and reporting by defining performance measures, building measurement frameworks, and surfacing leading indicators.
  • Operationalize programs in the CRM through practical workflows, automation, and structures for commercial teams.
  • Drive adoption and consistency across programs, ensuring teams use processes and workflows as intended, and partner with the GTM Systems Lead on broader system changes or administration.
  • Refine programs based on performance and adoption data by scaling effective approaches, improving ineffective ones, and stopping work that does not deliver value.

About the Company

Planhat

No-code customer success automation platform

Planhat is a customer success platform for tech companies that centralizes customer data to create a 360-degree view, helping teams understand behavior and preferences to improve service and retention. It uses no-code Automations to automate tasks based on customer behavior, and a Workflow tool to design connected, data-driven customer journeys with task management and conditional sequencing. It also offers a Presentations layer that blends slides with BI to share insights with customers. Its goal is to help businesses deliver proactive, data-driven experiences that boost satisfaction and long-term retention.

Company size
201-500
Company stage
Series A
Total funding
$50M
Headquarters
Stockholms kommun, Sweden
Founded
2014

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