The role will be the secondary technical admin for Planhat, and will take the lead for all internal Planhat user enablement and support.
Besides training and troubleshooting, you will be asked to collect needs, scope projects, and complete the build-out of fields, reports, templates, and automations of moderate complexity within Planhat.
This role will also ensure data is syncing correctly between Planhat and Salesforce (account data, product usage data, etc), and make minor updates to the Salesforce-Planhat integration and data mapping as necessary.
Assist the Customer Success and Services leadership in capacity planning, account assignments, and compensation plan management for their teams, as well as reporting, analysis, and ongoing process improvement for their teams.
Requirements
2+ years of experience at a tech company with 25-500 employees in a mix of RevOps / Sales Ops / Customer Success Ops roles supporting customer-facing teams and/or in Team Lead or Manager roles of customer-facing teams
2+ years of experience in roles in which you either were an admin of a CSP (Planhat, Gainsight, etc) or a CRM (Salesforce, HubSpot, etc), or if not an admin then you were heavily involved in the configuration, implementation, and usage of a CSP or CRM
Proficiency with other common software tools used by B2B customer-facing teams (e.g. Zendesk, Gong, Google Workspace, Asana or their equivalents)
Proficiency using Excel and/or Google Sheets for simple data analysis
Benefits
Health, dental, vision, Summr and Wintr breaks
Paid vacation + Unlimited sick time
Professional development budget
Office food and social events
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisconfigurationimplementationuser enablementtroubleshootingreportingprocess improvementdata mappingautomationproject scoping