PlanHub

• Evolve and implement a comprehensive UX strategy for PlanHub product ecosystem • Build and lead a high-performing UX team, fostering a collaborative and innovative environment that supports continuous UX improvements. • Promote human-centered design thinking throughout PlanHub • Become a true ally to your peers in Product Management, Engineering, Marketing and Sales organizations. • Own the UX process: from blue sky research to implementation and beyond • Measure the impact of UX decisions on user behavior and business outcomes, and relentlessly prioritize work based on those measurements.

What you will be doing: - Managing inbound customer calls, emails and chats and adhere to defined SLA standards. - Transfer inbound calls to appropriate personal (i.e. HR, Accounting, Marketing) - Troubleshoot customer requests to validate and determine proper next steps - Train customers on product functionality - Facilitate and communicate known bugs with other team members - Input, document and update support cases in CRM application and other internal applications - Manage outbound customer follow-up activities for case closure - Help grow and improve customer satisfaction scores - Maintain inventory snacks and sodas, replenish and order, as needed. On an as need basis(on-site team): - Ensure delivered packages are properly distributed to the correct personnel. - Assist with office event set-up and break-down. - Stock & Clean refrigerator. - Assistance with cultural events, packaging, shipping, labeling and sorting. What you will need to be successful: - 1+ years of SaaS based Customer Support - Excellent oral and written communication skills - Strong computer proficiency - The ability to work independently and as a team member - The ability to work well in an evolving and collaborative team environment - Comfortable with repetitive and routine tasks - HubSpot, Salesforce, CRM experience a plus - Associates or Bachelors degree preferred What's in it for you: The opportunity to join PlanHub, named to the 2025 Inc. 5000 list of America’s fastest-growing private companies, marking our fifth consecutive year on the list—a testament to sustained growth and momentum. You can make an immediate impact as PlanHub moves to dominate the industry! PlanHub Offers: - An awesome culture where you will be empowered, make an impact, and learn a ton. - Open time-off policy. - An excellent benefit package, including medical, dental, vision and life insurance. - 401(k) plan with company match. This role is eligible for an annual base salary of $45,000 - $50,000, based on experience. This position is remote within the United States, with a preference for candidates located willing to work onsite in West Palm Beach, Florida. Applicants must be authorized to work for any employer in the United States. PlanHub is unable to sponsor or assume sponsorship of an employment visa at this time. PlanHub is an equal opportunity employer and is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. PlanHub complies with all applicable laws governing nondiscrimination in employment in every location in which the company operates. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, benefits, training, and development.

• Define and own the core metrics used to measure marketplace health across supply activity, demand engagement, liquidity, match quality, retention, and monetization. • Develop and maintain standardized scorecards and reporting that provide consistent visibility into marketplace performance across markets and segments. • Analyze marketplace performance by geography, segment, and cohort to identify trends, gaps, and opportunities. • Diagnose supply and demand imbalances and highlight the underlying drivers affecting marketplace engagement and liquidity. • Translate marketplace data into clear insights and strategic recommendations that inform business priorities and investment decisions. • Support recurring marketplace performance reviews by providing analysis, insights, and data-driven perspectives. • Partner with Product, Sales, Marketing, Customer Success, Data, and Finance to ensure marketplace insights inform cross-functional initiatives and strategic planning. • Evaluate the impact of marketplace initiatives and experiments, helping teams understand what is working and where adjustments are needed.

• Define, execute, and own the organization’s AI vision, strategy, and long-term roadmap, ensuring alignment with business objectives and measurable outcomes • Lead, build, and scale high-performing AI, ML, and data science organizations, establishing clear operating models, best practices, and governance • Oversee the design and adoption of agentic AI and generative AI systems, including content understanding, information retrieval, content generation, and multi-agent workflows • Own the strategic direction for ML-based recommendation and personalization systems, guiding initiatives across content discovery, ranking, personalization, and user engagement • Lead the business and product with Data Science to understand network health and build data-driven systems to optimize liquidity, improve retention, and enter new markets • Establish success metrics, experimentation frameworks (e.g., A/B testing), and continuous improvement processes for AI-driven products • Oversee the organization’s AWS-based AI and ML platform, including governance of SageMaker, Bedrock, ML platforms, and deployment infrastructure • Set standards for AI/MLOps, model lifecycle management, monitoring, cost optimization, and scalability, in partnership with Engineering and Platform teams • Ensure AI solutions meet requirements for security, privacy, ethics, and regulatory compliance, driving responsible AI practices • Act as the AI advisor to senior leadership, influencing product strategy, investment decisions, and external partnerships.

M&A:  Lead the execution of PlanHub’s inorganic growth strategy. Key elements include: - Strategy Setting and Focus Area Prioritization: Lead qualitative and quantitative analysis and research to establish key M&A focus areas. Collaborate with ELT and GCC to articulate the strategic rationale and prioritize targets. - Add-On Acquisition Deal Sourcing: Build and maintain relationships with bankers, management teams, founders, and other key stakeholders to develop an actionable add-on acquisition deal pipeline - Deal Execution: Oversee all aspects of M&A deal execution, including commercial diligence, preparation of investment committee / Board memos, financial modeling, confirmatory diligence (legal, accounting, tax), documentation negotiation, and workstream coordination - M&A Integration: Partner with the ELT and functional leaders to ensure seamless integration of acquisitions, ensuring workplans are clearly defined and executed smoothly. Act as the project manager, defining workstreams, coordinating with stakeholders (including any third-party advisors hired), and ensuring adherence to integration plans pre-and post-closing. Organic Growth / Scaling:  Manage PlanHub’s overall Value Creation Program in partnership with the CEO and ELT, including: - Initiatives Tracking: Managing cross-functional initiatives tracking, including following up with responsible parties and key stakeholders to drive execution and provide the ELT, GCC, and the BOD visibility into progress on key initiatives - BOP (“Business Opportunity Proposals”) Development: Development of BOPs (“Business Plans”), including gathering content, data, and perspectives from ELT members and summarizing these inputs into a cohesive business plan for initiative resourcing. Key components of the BOP include an Executive Summary, overview of the Business Opportunity (incl. PlanHub’s “right to win” and competitive landscape), Product Rationale and Plan, Technical Overview, Sales / GTM Plan, Org Plan, and Financial and Economic Impact - Financial / Economic Modeling: Assisting with financial modeling / quantifying economic impact of initiatives (in partnership with PlanHub finance) to support decision-making by the ELT, GCC, and BOD - Leading Execution of Select Organic Growth Initiatives: Managing / co-managing third-party advisors for specific initiatives (e.g., market study, pricing optimization), including agenda creation for read-outs, expectation setting with key stakeholders, data gathering within PlanHub to support the engagement(s), facilitating interactions between advisor(s) and PlanHub teams, and codification / driving adherence around follow-ups before and after read-outs - ISV Partnerships: Develop a comprehensive strategy for, and lead execution of, PlanHub’s overall ISV integration partnerships strategy, including (a) potential white-labelling and/or integration of PlanHub’s offering inside other scaled Contech / software provider platforms, (b) two-way reseller partnerships between PlanHub and other pre-construction / Contech software businesses, and (c) other potential partnership arrangements. - Market Intelligence / Strategy: Play a key role in leading market intelligence gathering and competitive landscape work to inform ongoing business strategy and growth initiatives. Key responsibilities include discussions with industry stakeholders, attending conferences, monitoring competitors’ strategic initiatives / product releases, and building cross-industry relationships in a manner that supports the CEO and ELT in the prosecution of the core business - BOD Meetings / Materials: Collaborate with the CEO and ELT to prepare materials for the PlanHub Board of Directors, including: - Board Meetings: Lead production of BOD materials, including (a) value creation initiative updates, (b) new business line updates (arising from the BOPs), and (c) aggregating and synthesizing content from PlanHub ELT members / functional leads as required - Ad Hoc Discussions / Analyses: Develop materials for key business decisions required outside of the regular BOD meetings cadence (e.g., new business lines) What You’ll Need to Be Successful: - Bachelor’s degree required; MBA or other advanced degree strongly preferred - 10+ years of experience in corporate development, investment banking, private equity, strategy consulting, or a related field, with direct ownership of end-to-end M&A processes - Proven end-to-end M&A execution experience, including strategy development, deal sourcing, diligence, valuation, negotiation, and closing - Demonstrated ownership of post-merger integration, including cross-functional workstream coordination and value realization - Strong strategic and analytical skills with the ability to translate complex data into clear recommendations and executive-ready materials - Advanced financial modeling and valuation expertise to support both inorganic and organic growth initiatives - Experience in preparing and presenting materials for Boards of Directors and executive leadership teams - Exceptional written and verbal communication skills - Ability to lead and influence cross-functional teams without direct authority - Strong project management skills, with experience managing multiple concurrent initiatives and external advisors - Experience developing and executing strategic partnerships, including ISV integrations, reseller arrangements, and go-to-market collaborations - Comfortable operating in a fast-paced, scaling environment with evolving priorities; highly proactive, resourceful, and execution-oriented - Proven experience owning business performance metrics for a marketplace, platform, or complex B2B product. - Strong analytical skills with the ability to synthesize data into clear, actionable insights. - Experience working cross-functionally with Sales, Sales Operations, Product, and Data teams. - Excellent executive communication and storytelling skills. - Experience in construction technology, commercial construction, or vertical SaaS. - Familiarity with General Contractor workflows, preconstruction, bidding, and subcontractor sourcing. - Prior exposure to scaling companies through multiple growth phases What's in it for you: The opportunity to join PlanHub, named to the 2025 Inc. 5000 list of America’s fastest-growing private companies, marking our fifth consecutive year on the list—a testament to sustained growth and momentum. You can make an immediate impact as PlanHub moves to dominate the industry! PlanHub offers: - An awesome culture where you will be empowered, make an impact, and learn a ton - Remote friendly - Open time-off policy - 401(k) plan with a company match This position will be a remote position within the United States. Applicants must be authorized to work for any employer within the United States. We are unable to sponsor or take over sponsorship of an employment Visa at this time. PlanHub is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws. PlanHub complies with all applicable laws governing nondiscrimination in employment in every location in which the company operates. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, benefits, training, and development.

• Become an expert at using lead generation tools to generate lists of target prospect accounts • Qualify prospects based on their current business challenges and needs • Schedule demo calls for our inside sales team • Be proficient at using a sales development platform to execute outreach process • Meet or exceed qualified lead/demos quota every month • Strive to continuously improve your sales development process • Represent and demonstrate our company values, brand, and mission

• Design and develop high-quality applications using the Laravel PHP framework • Design and maintain scalable, performant, and fault tolerant backend systems • Provide efficient data and security management for our APIs • Write clean and maintainable code, and ensure code quality by conducting regular code reviews • Maintain robust automated build test suites to support continuous integration (CI/CD using GitHub Actions) • Work collaboratively with product managers, and other developers • Stay up-to-date with emerging trends and technologies • Participate in planning ceremonies and daily stand-up meetings • Maintain and expand API documentation using OpenAPI specifications • Review and troubleshoot critical production issues • Collaborate with DevOps to continuously improve deployment automation, infrastructure-as-code (Terraform), observability (Datadog) and release processes. • Guide and mentor junior developers

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description - Design and develop high-quality applications using the Laravel PHP framework - Design and maintain scalable, performant, and fault tolerant backend systems - Provide efficient data and security management for our APIs - Write clean and maintainable code, and ensure code quality by conducting regular code reviews - Maintain robust automated build test suites to support continuous integration (CI/CD using GitHub Actions) - Work collaboratively with product managers and other developers - Stay up-to-date with emerging trends and technologies - Participate in planning ceremonies and daily stand-up meetings - Maintain and expand API documentation using OpenAPI specifications - Review and troubleshoot critical production issues - Collaborate with DevOps to continuously improve deployment automation, infrastructure-as-code (Terraform), observability (Datadog) and release processes - Guide and mentor junior developers Qualifications - 5+ years software development experience in backend systems - 5+ years of experience in developing and maintaining applications backed by a relational database such as MySQL - 3+ years of experience in PHP development - 3+ years of experience developing and supporting cloud-native applications, using AWS services such as SQS, ECS, EventBridge, API Gateway, and Lambda - Experience working in an agile development environment - Experience with the Git version control system - Excellent problem-solving and debugging skills - Strong communication and collaboration skills - Degree in Computer Science or related technical discipline or equivalent experience Benefits - The opportunity to join PlanHub, named to the 2025 Inc. 5000 list of America’s fastest-growing private companies - An awesome culture where you will be empowered, make an impact, and learn a ton - Open time-off policy - An excellent benefit package, including medical, dental, vision and life insurance - 401(k) plan with company match - This position will be a remote position within the United States

• Review incoming projects to ensure they meet required formatting, completeness, and accuracy standards • Validate project data, documentation, and specifications prior to activation • Identify inconsistencies, errors, or missing information and coordinate resolution • Maintain and enforce quality control standards across all projects • Track project status, milestones, and updates to ensure timelines are met • Monitor active projects for risks, delays, or data issues and escalate as needed • Ensure project updates are documented and communicated clearly and consistently • Support continuous improvement of project workflows and processes • Analyze project data to identify trends, gaps, and quality issues • Maintain accurate project records within internal systems • Generate reports or summaries to support operational and leadership visibility • Serve as a key point of contact for internal teams and external customers regarding project status and requirements • Provide timely, professional, and proactive communication • Respond to questions, troubleshoot issues, and ensure a positive customer experience • Partner cross-functionally with operations, sales, product, and customer teams.

• Managing inbound customer calls, emails and chats and adhere to defined SLA standards. • Transfer inbound calls to appropriate personal (i.e. HR, Accounting, Marketing). • Troubleshoot customer requests to validate and determine proper next steps. • Train customers on product functionality. • Facilitate and communicate known bugs with other team members. • Input, document and update support cases in CRM application and other internal applications. • Manage outbound customer follow-up activities for case closure. • Help grow and improve customer satisfaction scores. • Maintain inventory snacks and sodas, replenish and order, as needed. • Ensure delivered packages are properly distributed to the correct personnel. • Assist with office event set-up and break-down. • Stock & Clean refrigerator. • Assistance with cultural events, packaging, shipping, labeling and sorting.