Senior CSM: Planning & Revenue Ops Leader

CaptivateIQ; Austin (TX); Hybrid; USD 115,000 - 150,000; Full time

Benefits offered by this job

Equity options

Comprehensive health benefits

Flexible working conditions

Job summary

CaptivateIQ is seeking a strategic Senior Customer Success Manager (CSM) specialized in Sales Planning to oversee the CIQ Planning post-sales lifecycle. Responsibilities include aligning stakeholder goals, managing implementation stages, and fostering customer adoption strategies for increased revenue impact.

The ideal candidate has over 7 years in B2B SaaS, with expertise in sales planning and technical fluency in related tools. They will lead methodology-building efforts to ensure customers achieve their operational outcomes and drive continuous engagement and success.

Qualifications

• 7+ years in B2B SaaS roles related to Revenue Operations or Sales Strategy.
• Hands-on experience with complex planning tools.
• Proven ownership of end-to-end implementation.

Responsibilities

• Define implementation goals and milestones.
• Co-design the customer journey and methodologies.
• Support portfolio CSMs in expansion strategies.

Skills

B2B SaaS experience

Sales Planning expertise

Technical fluency in SaaS tools

Methodology-building capability

Executive communication

Tools

Anaplan

Workday Planning

Xactly

Varicent

CaptivateIQ

Job description

CaptivateIQ is seeking a strategic Senior Customer Success Manager (CSM) specialized in Sales Planning to oversee the CIQ Planning post-sales lifecycle. Responsibilities include aligning stakeholder goals, managing implementation stages, and fostering customer adoption strategies for increased revenue impact.

The ideal candidate has over 7 years in B2B SaaS, with expertise in sales planning and technical fluency in related tools. They will lead methodology-building efforts to ensure customers achieve their operational outcomes and drive continuous engagement and success.