Deployment Strategy Operations Lead | Americas

Planhat; New York (NY); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

Performance bonuses

Generous PTO policy

Job summary

Planhat is seeking a Deployment Strategy Operations Lead to own post-sales programs from strategy through operationalization, adoption, and measurement. You will design scalable processes, embed them in our CRM and workflows, and partner with commercial teams to ensure consistent execution.

You will lead cross-functional efforts, leverage AI to improve efficiency, and translate strategy into repeatable, actionable procedures across the organization.

Qualifications

• High-velocity operator who builds structure and drives execution.
• Analytical and commercially sharp; uses data to make decisions beyond reports.
• Systems and workflow thinking to translate strategy into repeatable processes and automation.
• AI-native; leverages AI tools to accelerate work and reduce manual effort.
• Strong cross-functional partner with bias for action and influence without authority.

Responsibilities

• Own post-sales programs across their lifecycle from design to adoption and measurement.
• Translate CS methodology into structured, repeatable ways of working with clear ownership and workflows.
• Define CS performance metrics, build frameworks, and surface leading indicators.
• Operationalize programs in CRM with practical workflows and automation.
• Drive adoption and consistency across programs, collaborating with GTM Systems Lead as needed.
• Continuously refine programs based on performance and adoption data.

Skills

High-velocity operator

Analytical mindset

Systems thinking

AI native

Cross-functional leadership

Tools

CRM

Job description

Competencies

We’re looking for a Deployment Strategy Operations Lead to own how we run post-sales: the programs that structure deployment and customer outcomes, and how those programs are operationalized across our commercial teams. You’ll design the programs and ways of working, build them into our CRM and workflows, and make sure teams are actually using them consistently. It’s about connecting strategy with execution - building programs that work not just on paper, but in how our teams operate every day.

Competencies

We’re looking for a Deployment Strategy Operations Lead to own how we run post-sales: the programs that structure deployment and customer outcomes, and how those programs are operationalized across our commercial teams. You’ll design the programs and ways of working, build them into our CRM and workflows, and make sure teams are actually using them consistently. It’s about connecting strategy with execution - building programs that work not just on paper, but in how our teams operate every day.

What we're looking for:

• High-velocity operator: You like building, not just advising. You’re comfortable taking an ambiguous problem, creating structure around it, and driving it through to execution.
• Analytical & commercially sharp: You’re comfortable working with data, defining what good looks like, and using insights to make decisions - not just producing reports.
• Systems & workflow thinking: You can take a strategy or methodology and turn it into something teams can actually use: clear processes, CRM workflows, automation, and ways of working that stick.
• AI-native: You naturally look for better ways to work. You’re highly comfortable with AI tools and automation and actively use them to move faster, reduce manual work, and rethink existing processes.
• Cross-functional leadership: You’re a strong cross-functional partner with a bias for action. You can work effectively with commercial leadership and the GTM Systems Lead, influence without direct authority, and keep things moving without waiting for perfect information or detailed instructions.

Trajectory

You’ll own our post-sales programs across their full lifecycle, from initial strategy and design through operationalization, adoption, measurement, and continuous improvement. Here’s what that looks like:

• Own our strategic post-sales programs - such as digital deployment, Executive Sponsor, AI use case rollout, and similar - from initial design and rollout through continuous improvement.
• Translate Customer Success (CS) methodology into structured, repeatable ways of working, with clear ownership, workflows, and success metrics.
• Own CS analytics and reporting: define what "CS performance" means, build the frameworks that measure it, and surface leading indicators, not just lagging ones.
• Operationalize the programs you design in our CRM, translating them into practical workflows, automation, and structures that make them easy for commercial teams to execute.
• Drive adoption and consistency across your programs, ensuring teams use the processes and workflows as intended and partnering with the GTM Systems Lead where broader system changes or administration are needed.
• Continuously refine what we do based on performance and adoption data - scaling what works, improving what doesn’t, and stopping what isn’t delivering value.

Definition of Success

• You are consistently moving our most important post-sales priorities forward with speed, structure, and clarity - from initial idea through rollout and adoption.
• You are seen as a trusted partner by the Deployment Strategy leadership team - someone who can take a complex or ambiguous problem, create structure around it, and drive it to resolution.
• You are building deep knowledge of Planhat’s business, product, and post-sales motion, allowing you to connect strategy, data, systems, and day-to-day execution.
• You are proactively identifying gaps and opportunities across our programs and ways of working, and operationalizing solutions before they become blockers.
• The programs you own are not just well designed - they are embedded into how teams work, consistently adopted, measurable, and continuously improving.

Compensation

The salary range for this position is $100,000 - $160,000 per year. Please note that actual salaries will vary based on factors including but not limited to location, experience, and performance. Please also note the range listed is just one component of the company’s total rewards package for exempt employees. Other rewards may include performance bonuses, long term incentives, a generous PTO policy, and other benefits.