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Senior Customer Success Manager, Sales Planning

1 month ago
United States
Full-time
Senior
Customer Success Manager
Customer and Technical Support
Salesforce
Apply Now
CaptivateIQ

CaptivateIQ

CaptivateIQ is the agile commission solution that simplifies sales expenses and drives business growth with automated data management and real-time earnings visibility.

Internet Software & Services
251-1K
Founded 2017
$165M raised
View All Jobs 24

Description

  • Own the CIQ Planning post-sales lifecycle from implementation through go-live, stabilization, adoption, expansion, and reference readiness.
  • Align with Professional Services to define and enforce implementation milestones, exit criteria, and customer success requirements.
  • Troubleshoot logic, data, and integration issues and support Planning configuration oversight during implementations.
  • Design and maintain the CIQ Planning implementation and customer journey, including stages, artifacts, RACI, and definition of done.
  • Lead 30/60/90-day stabilization, off-season usage, and pre-season health check motions to drive ongoing adoption.
  • Establish and monitor Planning-specific health signals and act proactively on risks to customer success.
  • Build and maintain a cohort of referenceable Planning customers and partner with Marketing on case studies and sales references.
  • Serve as the internal customer voice to Sales, Product, CX, Support, Education, and PMM, including roadmap input and coverage alignment.
  • Support portfolio CSMs and Account Directors on expansion plays, custom working sessions, and renewal conversations.
  • Define Planning customer profiles and maturity matrices and tailor the implementation approach to customer readiness.

Requirements

  • 7+ years of experience in B2B SaaS in roles such as Revenue Operations, Sales Strategy, Sales Planning, Implementation, Professional Services, product specialist, or technical CSM.
  • Hands-on experience running or heavily influencing real planning cycles, including territories, quotas, capacity, forecasting, and performance measurement.
  • Hands-on technical fluency with complex SaaS tools, ideally Sales Planning, SPM, incentive compensation, or adjacent RevOps platforms.
  • Experience working with data models, logic or business rules, and integrations, with the ability to troubleshoot independently and propose workarounds.
  • Proven end-to-end implementation ownership, including scope definition, discovery, design, build, UAT, go-live, and post-go-live stabilization.
  • Demonstrated ability to build playbooks, checklists, journeys, or support models that other teams adopted at scale.
  • Strong strategic and consultative judgment, including the ability to tailor recommendations to customer maturity, data readiness, and organizational constraints.
  • High autonomy and ownership in ambiguous, early-product environments with strong executive communication and influence.
  • Strong cross-functional influence across Sales, Product/EPD, CX, Support, and Education.
  • Bonus: experience with planning tools such as Anaplan, Pigment, Workday Planning, or SPM/ICM platforms such as Xactly, Varicent, or CaptivateIQ.

Benefits

  • OTE salary range of $115,000–$150,000 per year.
  • Equity as part of the total rewards package.
  • Comprehensive health benefits.
  • Other perks and benefits included in CaptivateIQ's competitive total rewards package.
  • Remote full-time role.
  • Opportunity to work on a founding role shaping the Planning CSM function.

Interested in this position?

Apply directly on the company website

Apply Now

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