PlanHub

Marketing

• Develop and execute lifecycle campaigns for acquisition, retention, onboarding, renewal, and digital adoption.
• Develop strategies to grow and nurture both email and SMS audiences.
• Create and manage targeted email and SMS lists to support revenue and growth initiatives.
• Use internal data to build segmented, personalized messages.
• Architect automated customer journeys and drip campaigns; own all free trial onboarding campaigns.
• Design and document testing frameworks to improve conversions and engagement.
• Coordinate with Marketing, Sales, Customer Success, and external agencies.
• Brief design and copy teams on creative and messaging requirements.
• Work closely with a graphic designer to create banner images and/or product images to support email copy.
• Build and deploy campaigns via HubSpot.
• Perform QA: proofing and optimization.
• Explore additional touchpoints (SMS, push notifications) to enhance the user journey.
• Analyze campaign results and deliver actionable insights.
• Maintain documentation and ensure compliance with email regulations.

Lifecycle Marketing Manager

Revenue Operations

• Build, refine, and automate HubSpot workflows to streamline sales processes for reps and SDRs.
• Create, monitor, and maintain dashboards and reports that provide actionable insights on sales rep and SDR performance.
• Act as the primary point of contact for sales leaders on RevOps needs, from pipeline visibility to ad hoc reporting.
• Manage and optimize our HubSpot CRM for our Sales team to ensure data integrity, accurate configuration, and smooth daily operations.
• Incorporate AI tools into workflows and data analysis to improve forecasting accuracy, manage lead flow, enhance workflow filtering, and accelerate decision-making.
• Own pipeline reporting and forecasting processes, ensuring accuracy, visibility, and consistency for sales leadership.
• Track sales data trends and proactively surface AI-enhanced insights that help sales leaders make data-driven decisions.
• Own the monthly commissions process, ensuring accuracy and timely reporting for all sales team members.
• Partner with the shared data team to ensure consistent definitions, clean datasets, and scalable reporting infrastructure.
• Identify gaps and continuously improve tools, processes, and metrics to enhance sales productivity and operational efficiency.

Senior Revenue Operations Manager

Administration

• Configure and manage HubSpot settings, workflows, automation, and integrations
• Maintain data integrity through regular data cleansing, deduplication, and standardization
• Troubleshoot and resolve technical issues related to HubSpot
• Design, build, and optimize automated workflows to streamline marketing, sales, and service processes
• Develop and implement lead scoring, nurturing, and segmentation strategies
• Create and manage email templates, landing pages, forms, and other HubSpot assets
• Develop and maintain custom reports and dashboards to track key performance indicators (KPIs)
• Provide training and support to users on HubSpot best practices and functionalities

Hubspot Administrator

Software Engineer

• Own and drive the planning and delivery of product and engineering roadmaps, ensuring proper resourcing and delivery on commitments.
• Implement and evolve metrics-driven practices to improve engineering velocity, quality, and operational efficiency.
• Ensure adherence to secure coding, scalable design, and performance best practices across the platform.
• Oversee architectural reviews and design quality across projects—ensuring scalability, resilience, and maintainability.
• Engage in code reviews, architectural evaluations, and design sessions.
• Support adoption of AI/ML components and modern platform technologies.
• Manage and mentor Engineering Managers and senior ICs, developing their technical and leadership capabilities.
• Foster a high-performance culture centered on ownership, accountability, and excellence.
• Promote continuous improvement via structured retrospectives, process improvements, and feedback loops.
• Lead modernization initiatives including re-architecture, service decomposition, infrastructure-as-code, and DevOps automation.
• Drive adoption of AWS-native services (e.g., Aurora, Lambda, ECS/EKS, EventBridge, SQS/SNS, etc.).
• Champion cloud-native engineering, secure development, and DevOps/SRE best practices.
• Act as a senior counterpart to Product Management, Customer Success, Support, and Sales Engineering.
• Participate in quarterly and sprint planning to align engineering priorities with business outcomes.
• Represent Engineering in executive discussions around OKRs, tech debt, innovation, and delivery health.

Director of Engineering

Customer Success Manager

• Provide ongoing support to English-speaking, Spanish-speaking, and bilingual clients throughout the customer journey.
• Establish clear client retention goals and build post-sale relationships to drive adoption of PlanHub’s product platform.
• Assist customers with onboarding including account setup, product navigation, and training in both English and Spanish.
• Conduct product walkthroughs, support calls, and training sessions in both languages.
• Promote the value of PlanHub’s product suite and encourage adoption; identify upsell opportunities for additional services and features.
• Call on clients quarterly to ensure training milestones are achieved, assess changes in needs, and provide tailored training or support plans.
• Proactively re-engage inactive clients (e.g., 30 days without login) and act as a trusted partner to help clients achieve long-term success.
• Support customers transitioning from sales prospects and take ownership of the customer journey; work directly with clients to solve problems and ensure satisfaction.
• Occasionally travel to West Palm Beach, FL office as required.

Customer Success Manager, Spanish Speaker

Full-stack Engineer

• Design and develop high-quality APIs using the Laravel framework
• Develop and maintain scalable, performant, and reliable backend systems
• Integrate and manage various databases such as MySQL and MongoDB
• Provide efficient data and security management for our APIs
• Maintain Elasticsearch to provide efficient and fast search functionality
• Write clean and maintainable code, and ensure code quality by conducting regular code reviews
• Work collaboratively with product managers, and other developers
• Stay up-to-date with emerging trends and technologies
• Participate in sprint planning, daily stand-up meetings
• Maintain and expand API documentation using Swagger
• Review and troubleshoot critical/high reported issues in Production or UAT

AI Engineer

• PlanHub is the leading pre-construction SaaS platform and marketplace helping general contractors, subcontractors, and suppliers connect and grow their businesses.
• We are seeking an experienced Sr AI Engineer with a strong AI development and software engineering background; role focuses on AI strategy, rapid prototypes, AIOps/MLOps, and AI solutions on AWS.
• What you’ll be doing: identify problems and solutions based on our Product and Technology strategy; build rapid prototypes and POCs; develop MVP and production-grade AI/ML solutions; develop agentic AI; architect for performance, cost and safety on AWS; work with cross-functional teams; trust-first AI development; data quality practices and responsible AI; assist in choosing third party solutions; work with data engineering to improve pipelines; CI/CD pipelines for AI/ML.
• You’ll use and improve CI/CD pipelines for AI and ML development, using containers and microservices and AWS infrastructure and services that accelerate development
• What you’ll need on day one: 5+ years of Python development experience and FastAPI or equivalent; 3+ years of CI/CD pipeline automation; 2+ years of RAG; 2+ years experience with multimodal LLMs; 1+ years agentic AI workflows; 1+ years guardrails; 1+ years AI QA testing; 5+ years experience AI/ML customer facing; 3+ experience with Jupyter Notebooks; 10+ years CS fundamentals; 5+ years AWS cloud; 5+ years Agile; Excellent communication
• What will make you stand out: Graph-based RAG and knowledge graph development using Neo4j; vertical agents; model fine-tuning; Amazon Redshift, SageMaker; OCR and computer vision for blueprints
• What's in it for you: Inc. 5000 recognition; flexible time-off; medical, dental, vision, life; 401(k); remote US; travel to West Palm Beach; etc