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CaptivateIQ

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Senior Customer Success Manager, Sales Planning

Customer Success ManagerCustomer SuccessFull TimeRemoteSeniorTeam 201-500Since 2017H1B No SponsorCompany SiteLinkedIn

Location

North Carolina + 1 moreAll locations: North Carolina | Texas

Posted

21 hours ago

Salary

$115K - $150K / year

Seniority

Senior

Bachelor Degree7 yrs expExperience acceptedEnglish

Job Description

Senior Customer Success Manager, Sales Planning

CaptivateIQ

• Own the CIQ Planning post-sales lifecycle end-to-end — from implementation through go-live, to ongoing adoption, expansion, and reference ability. • Work cross-functionally with Sales, Product, Professional Services, Support, and CX to define what 'great' Planning success looks like, build the methodology others will follow, and turn customer results into roadmap input and revenue impact. • Align with Professional Services to define and enforce clear implementation milestones and exit criteria.

Job Requirements

  • 7+ years in B2B SaaS in roles such as: Revenue Operations / Sales Strategy / Sales Planning practitioner, Implementation / Professional Services lead for complex planning or analytics products, Product specialist or technical CSM for SPM / Planning / RevOps platforms
  • Hands-on Sales Planning / RevOps practitioner experience: Has run or heavily influenced real planning cycles and tools (territories, quotas, capacity, forecasting, performance measurement).
  • Hands-on technical fluency: Configuring complex SaaS tools (ideally Sales Planning, SPM, incentive comp, or adjacent RevOps platforms). Comfortable working with data models, logic/business rules, and integrations; able to independently troubleshoot and propose workarounds.
  • Proven end-to-end implementation ownership: Scope definition and success criteria. Discovery, design, and build. UAT, go-live, and post-go-live stabilization.
  • Demonstrated methodology-building: Has built playbooks, checklists, journeys, or support models that other teams adopted and used at scale.
  • Strategic and consultative skills: Comfortable being prescriptive based on customer maturity, data readiness, and organizational constraints.
  • High autonomy and ownership mindset: Thrives in ambiguous, early-product environments; turns messy problems into structured, repeatable processes.
  • Executive communication & influence: Can synthesize complex Planning and product realities into clear narratives for senior RevOps, Sales, and Finance leaders. Strong cross-functional influence across Sales, Product/EPD, CX, Support, and Education.
  • Bonus: hands-on experience with planning tools such as Anaplan, Pigment, Workday Planning or SPM/ICM platforms such as Xactly, Varicent, or CaptivateIQ

Benefits

  • equity
  • comprehensive health benefits
  • other perks and benefits

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