Competencies

Planhat OS is a model-agnostic AI operating system where people and agents work together across the entire customer lifecycle. At its heart is Pi, the world’s first multiplayer customer agent. Think Salesforce, Slack and Claude all in one and Google Cloud has stated that Planhat has built the first next-generation CRM.

We’re 250+ people, profitable, and growing fast. The world’s biggest logos run on Planhat because Salesforce and ServiceNow can’t deliver fast enough.

More specifically, the people who do this well bring:

You build trust across the org chart, from system admins to the C-suite, and hold your own as a credible counterpart to executives

You turn ambiguity into a structured plan and keep the engagement laser-focused on customer outcomes, holding the bar on quality and timelines

You run workshops, map operating models, and pinpoint where AI and agents create the most enterprise value across a commercial team's workflows

You lead the pod on the ground, raising the people around you, and you have a sharp pulse on which use cases will most move the needle on the customer's retention, expansion, or efficiency goals

You roll up your sleeves when it matters, configuring, building, and testing, without losing sight of the bigger picture

You've led projects and raised the bar wherever you've been, whether in top-tier consulting or across AI deployment, enterprise implementation, customer success, or RevOps transformation. We hire for trajectory, not tenure.

Trajectory

We are one of the most versatile teams at Planhat and a strategic growth engine: we sit inside our customers' businesses and put AI to work in their commercial teams, turning it into measurable business outcomes. Whether that's a platform activation, an automated workflow, or an AI agent running at scale, you'll own the deployment of our largest customers end to end. Everything you learn in the field feeds back to Sales, CS, Product, Engineering, and Support, so it compounds across the company and the next engagement runs better.

Imagine:

Leading a multi-stakeholder project to redesign how a customer runs their commercial operations on Planhat, from kickoff through go-live and beyond

Facilitating a workshop with a CS leadership team to map their core processes, then building the automations and dashboards that make those processes run

Designing and shipping the agents that handle thousands of customer interactions for one team, then scaling that across an entire organization

Sitting across from a senior decision-maker to plan the next phase of work, turning a single deployment into an ongoing partnership

In this role you will:

Lead customer engagements end to end, owning scope, timelines, deliverables, and the outcomes customers measure you by

Be the trusted expert on your customers' workflows, advising on how to best leverage Planhat and building the solutions that deliver on that advice

Identify where AI and automation create the most value across a customer's commercial operations and design the use cases that capture it

Champion change management by guiding organizations through the process and behavioral shifts required to make adoption stick

Consult strategically with customer executives, functional leaders, and technical teams to align every deployment with business outcomes

Partner closely with Product and Engineering to codify on-the-ground learnings into the platform, shaping what Planhat builds next

Contribute to the deployment methodology, building the templates, playbooks, and packaged offerings that raise the standard for the whole team

Definition of Success

Success in this role is the impact you leave on every engagement and the standard you set for the team around you.

You deliver complex engagements on time, with outcomes customers can measure and build on: faster time-to-value, stronger retention, expanded use

Senior stakeholders treat you as a trusted advisor, the person they call to bridge their vision and what Planhat can deliver

Your best work becomes reusable: the blueprints and packaged offerings that raise the bar across the team