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Identify prospects and conduct outreach through calls, email, and LinkedIn; build relationships with Customer Success leaders; qualify executive needs across industries and company sizes; and create qualified pipeline for Account Executives. Success is measured by meeting and exceeding activity and pipeline targets, generating discovery calls, and developing trusted internal and external relationships.

Own post-sales deployment programs from strategy and design through CRM operationalization, adoption, measurement, and continuous improvement. Translate Customer Success methodology into repeatable workflows, automation, ownership models, and performance metrics. Lead CS analytics and reporting, drive cross-functional adoption, and use data and AI-enabled process improvements to optimize commercial team execution.

Provide high-volume technical customer support through live chat, troubleshooting permissions, integrations, APIs, metrics, automations, and complex workflows. Investigate root causes, resolve difficult issues, document recurring problems, and create self-service resources. Collaborate with Technical Account Management, Engineering, and Product to escalate systemic issues and improve the product experience while expanding technical scope over time.

Owns end-to-end customer deployments, including scoping, solution design, configuration, integrations, automation, and go-live. Translates business strategy into scalable technical solutions, builds AI-powered workflows, and applies analytics to improve customer outcomes. Partners with Sales, Customer Success, and Product while serving as a trusted technical advisor and contributing to deployment frameworks and playbooks.

The Business Development Representative identifies and engages prospects through calls, email, and LinkedIn; builds relationships with Customer Success leaders; qualifies executive needs across industries and company sizes; and creates qualified pipeline for Account Executives. Success involves meeting pipeline targets, supporting discovery calls, developing trusted internal and external relationships, and progressing toward Account Executive or leadership roles.

Own the full B2B SaaS sales cycle from prospecting through closing, building inbound and self-sourced pipeline, exceeding revenue targets, and advising VP and C-level executives. The role requires tailoring sales processes to customer objectives, leading strategic discussions, understanding commercial challenges, handling objections, developing onboarding plans, and building trust. Account Executives also contribute to sales playbooks, team culture, and Planhat’s go-to-market strategy.

Supports the Director and Deployment Strategists by building planning frameworks, renewal standards, portfolio reporting, account intelligence, and operating processes. Prepares renewal materials, account plans, stakeholder maps, executive business reviews, and quarterly business reviews while tracking commitments. Learns Planhat through live customer environments, supports enterprise accounts without owning a portfolio initially, and progressively takes on account-facing responsibilities before transitioning into an Enterprise Deployment Strategist role.

Own customer relationships from onboarding through renewal and expansion, driving retention, net revenue retention, product adoption, and measurable business outcomes. Analyze customer health, usage, and engagement data to identify expansion opportunities and mitigate churn. Act as a trusted advisor to senior revenue stakeholders while informing product roadmap and go-to-market strategy through customer insights.

Own the full B2B SaaS sales cycle from prospecting through closing, manage inbound and self-sourced pipeline, and exceed revenue targets. Build trusted relationships with VP and C-level executives, uncover business challenges, tailor sales processes, lead strategic product discussions, address objections, and guide prospects toward successful onboarding. The role also contributes to sales playbooks, team culture, and the company’s go-to-market strategy.

Lead end-to-end AI deployment and commercial operations engagements for enterprise customers. Own scope, timelines, deliverables, workshops, workflow analysis, automation, dashboards, AI agent development, change management, and measurable business outcomes. Advise executives and technical teams, configure and test solutions, identify high-value AI use cases, and partner with Product and Engineering to improve the platform. Develop reusable deployment methodologies, templates, playbooks, and packaged offerings.