Full-Time

Deployment Strategy Operations Lead

Posted on 8/21/2026

Planhat

Planhat

201-500 employees

No-code customer success automation platform

Compensation Overview

$100k - $160k/yr

+ Performance bonus + Long-term incentives

New York, NY, USA

In Person

Category
Operations & Logistics (1)
Required Skills
CRM
Data Analysis

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Requirements
  • Build and operationalize programs and ways of working across commercial teams.
  • Work effectively with data, define success measures, and use insights to make decisions.
  • Translate strategies and methodologies into clear processes, customer relationship management workflows, automation, and durable ways of working.
  • Use artificial intelligence tools and automation to improve efficiency, reduce manual work, and rethink processes.
  • Partner cross-functionally with commercial leadership and the go-to-market systems lead, influencing without direct authority.
Responsibilities
  • Own strategic post-sales programs, including digital deployment, Executive Sponsor, and artificial intelligence 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 Customer Success performance, building measurement frameworks, and surfacing leading indicators.
  • Operationalize designed programs in the customer relationship management system through practical workflows, automation, and structures for commercial teams.
  • Drive adoption and consistency across programs, ensuring teams use processes and workflows as intended and partnering with the go-to-market systems lead on broader system changes or administration.
  • Refine programs based on performance and adoption data by scaling effective practices, improving underperforming practices, and stopping practices that do not deliver value.

Planhat is a customer success platform for tech teams that centralizes customer data to create a 360-degree view of each customer to improve service and retention. It uses no-code Automations to run task-based actions, triggers, alerts, bots, and integrations driven by customer behavior. Its Workflow tool designs connected customer journeys with data-driven sequencing that combines task management and automation. The Presentations layer blends slides with BI to share insights with customers, supporting proactive, data-driven experiences aimed at higher satisfaction and retention, with pricing based on users and feature levels.

Company Size

201-500

Company Stage

Series A

Total Funding

$50M

Headquarters

Stockholms kommun, Sweden

Founded

2014

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Simplify Jobs

Simplify's Take

What believers are saying

  • Planhat shipped MCP Server, AI Automations, and Claude Opus 4.8 support in 2026.
  • Its July 2026 changelog shows rapid product velocity across Automations, Workflow, and Dashboards.
  • LearnUpon partnership expands Planhat’s customer-education use cases beyond classic customer-success management.

What critics are saying

  • Salesforce can bundle adjacent customer-success workflows and compress Planhat’s pricing power by 2026.
  • Planhat’s AI differentiation depends on third-party models like Claude, GPT-5, and Gemini 2.5.
  • If enterprise CS teams standardize on Salesforce-native execution, Planhat loses its core system role.

What makes Planhat unique

  • Planhat’s 2026 MCP Server connects live customer data to Claude and ChatGPT.
  • Its Salesforce integration turns CRM records into execution for health scoring and onboarding.
  • Planhat’s no-code Automations and Workflow templates unify tasks, notes, and AI actions.

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Benefits

Performance Bonus

Growth & Insights and Company News

Headcount

6 month growth

2%

1 year growth

1%

2 year growth

0%
MarTech360
Dec 19th, 2024
Planhat is named a Customer Success Leader by IDC

Planhat has been named as a Leader in the IDC MarketScape Worldwide Customer Success Applications Vendor Assessment across both current capabilities and market-readiness of future strategies.

Planhat
Nov 4th, 2024
Planhat named a Leader in the Gartner(R) Magic Quadrant(TM) for Customer Success Management Platforms

Planhat named a Leader in the gartner(r) Magic quadrant(tm) for Customer Success Management Platforms.

TechBullion
Sep 10th, 2024
LearnUpon Partner with Planhat to Transform Customer Education

LearnUpon partner with Planhat to Transform Customer Education.

CB Insights
Apr 26th, 2022
Planhat received financing of $50M in Series A round of funding on Apr 21st 22'.

Planhat, a customer success software provider, has raised $50M in a Series A.

Brown Brothers Media
Apr 21st, 2022
After Bootstrapping For 7 Years, Stockholm-Based Customer Success Software Firm Planhat Secures €46M

Planhat, a Stockholm-based SaaS platform, announced on Thursday that it has secured $50M (approximately €46M) in a Series A round of funding led by Sprints Capital. This is the companys first funding after bootstrapping for seven years. “In the recurring economy, there are new challenges facing companies that traditional CRMs were not built to solve,” says []