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Customer Success Systems Architect

United Kingdom; Netherlands; Germany, London · Job Posted May 15, 2026
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Job Description

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

  • System Ownership: Serve as the primary "Product Owner" for Planhat. You aren't just an end-user
  • you are the architect responsible for stability, accuracy, and scalability
  • Backend Configuration: Build and maintain backend settings, including API integrations, data feeds, custom fields, user roles, and complex automation rules
  • Workflow Design: Build and optimize playbooks and "Rules of Engagement" that reduce manual work and eliminate the team's dependency on offline spreadsheets
  • Actionable Reporting: Help implement a new health score logic and build dashboards that turn raw data into specific actions for the CS team
  • System Cleanup: Lead the initiative to fix our current "rubbish data" by auditing existing structures and implementing strict data standards
  • Cross-Functional Sync: Work closely with RevOps and Finance to ensure Planhat and Salesforce (SFDC) sync seamlessly in real-time
  • Proactive Health Monitoring: Establish automated processes to monitor data health and resolve gaps before they impact reporting
  • End-to-End Delivery: Drive projects from definition to execution. You must be able to define the outcome, build the backend logic, automate the process, and train the end-users
  • Independent Execution: Work with minimal supervision. We need a "self-starter" who provides solutions and updates, not one who waits for a checklist of tasks
  • Documentation: Create and maintain the "source of truth" documentation for all system processes and playbooks

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
  • You are a "power user" of Excel. You must be highly proficient in VLOOKUPs, Pivot Tables, and complex formulas (expect a live assessment)
  • 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: You have a proven track record of driving complex projects to completion without hand-holding
  • Critical Thinking: You don't just "do" tasks
  • you analyze why a process exists and how to make it 10x more efficient
  • SaaS Background: Experience in a post-sale SaaS environment is crucial to ensure the processes you build are "real-world" ready

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