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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.

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.

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

Lead and scale a high-performing Account Executive team in Boston while carrying individual revenue responsibility. Build sales culture, playbooks, and operating processes; coach direct reports; manage complex enterprise SaaS sales cycles and C-suite engagements; develop strategic pathways into large enterprises; and consistently exceed individual and team revenue targets.

Identify and contact prospects through calls, email, and LinkedIn; build relationships with Customer Success leaders; qualify executive prospects across industries and company sizes; and generate high-quality pipeline and discovery opportunities for Account Executives. The role offers an accelerated path toward Account Executive and leadership positions.

Supports the Enterprise Deployment Strategy team by building planning frameworks, renewal standards, portfolio reporting, account intelligence, and operating processes. Assists strategists with renewal preparation, account plans, stakeholder maps, executive business review materials, customer data, and commitment tracking. Learns the Planhat platform and supports live enterprise accounts, with a progression toward owning an enterprise customer portfolio.