We're building the unified customer platform for growing lifelong revenue. Planhat is where data meets action. We bring sales, service, and success teams together in one system that combines enterprise-grade power with consumer-ready simplicity. Data is architected for execution. AI is commercially rooted. And the entire customer journey lives in one place. What started with two people and no funding has grown into a 200-strong team powering thousands of teams globally.
Our pace is high, our standards are higher, and the opportunity to grow is unmatched. You'll be trusted early, challenged constantly, and surrounded by people who approach their work with the same intensity you do. We're ambitious, we work with our equals, and we're building the customer platform that defines the next era of B2B.
Our mission is to unlock value for every customer.
We help people build their businesses around their clients, and unleash the capabilities of Planhat.
Team
Our role is to understand customers’ problems and desired outcomes deeply, then help solve them through the Planhat platform.
When our clients are successful, so are we:
- churn goes down 6% at a legal software company because we helped unify data from separate systems, survey qualitative customer feedback, and analyze product usage patterns
- Faced with modest growth and heavy competition, we help an enterprise CRO and CFO conduct a white space analysis using data from Planhat, this kickstarts initiatives that help increase Net Revenue Retention by 7%
- five CS reps at a Fintech startup can handle 20% more clients; because we’re streamlining repetitive tasks like data entry and creating reports, as well as automating the onboarding of new customers
In short, we elicit the aims and pain points of global revenue leaders, help open people’s eyes to new possibilities, and then consistently drive high-value outcomes using Planhat.
Most of our Sr. Customer Success Managers today have:
- Succeeded in a ‘closing’ role, either in sales, or CS (renewals, expansions, cross sales, upsales and churn prevention) at a B2B SaaS/fast-growth company