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We are looking for a hands-on, technically-minded Customer Success Systems Architect to take full ownership of our Planhat environment. Our current setup needs a total 'under-the-hood' overhaul to fix data integrity issues and scythe onlale for 900+ users. This is not a generalist success role; we need a system 'builder' who understands back-end architecture, data flows, and complex integrations. You will be responsible for transforming our CS platform from a 'data dump' into a high-performance engine that drives actionable insights and operational excellence across the entire post-sales journey.
Job Responsibility
Planhat Administration & Ownership
System Ownership
Backend Configuration
Workflow Design
Actionable Reporting
Data Integrity & SFDC Alignment
System Cleanup
Cross-Functional Sync
Proactive Health Monitoring
Project Leadership & Autonomy
End-to-End Delivery
Independent Execution
Documentation
Requirements
Proven experience as a Power User or Admin in Planhat (strongly preferred) or Gainsight/ChurnZero
You must understand backend configuration, not just front-end navigation
'Power user' of Excel
Highly proficient in VLOOKUPs, Pivot Tables, and complex formulas
Solid experience with Salesforce (SFDC) and how it integrates with CS platforms
A deep understanding of data attribution, relational databases, and (ideally) basic SQL
Extreme Autonomy
Proven track record of driving complex projects to completion without hand-holding