Senior Customer Success Manager, Sales Planning

🔥 0 minutes ago

🌲 North Carolina, Texas – Remote

🌲 North Carolina – Remote 🤠 Texas – Remote

💵 $115k - $150k / year

⏰ Full Time

🟠 Senior

🏆 Customer Success

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CaptivateIQ

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2017

💸 Finance

🏢 Enterprise

💰 $100M Series C on 2022-01

Finance • Software as a Service (SaaS) • Enterprise

CaptivateIQ is a modern sales commission solution that helps businesses to significantly improve revenue performance. By automating and simplifying the entire commission process, it allows sales teams to focus on selling rather than administrative tasks. The platform offers tools for real-time visibility and analytics, which motivate sales representatives and offer insights to sales leaders. CaptivateIQ's solution is flexible, transparent, and designed to scale with growing businesses, offering features like AI-powered intelligence and SmartGrid™ technology. Notably, it caters to various industries such as financial services, manufacturing, media and entertainment, among others, providing a strategic advantage in managing and optimizing sales performance management initiatives.

📋 Description

• Own the CIQ Planning post-sales lifecycle end-to-end — from implementation through go-live, to ongoing adoption, expansion, and reference ability. • Work cross-functionally with Sales, Product, Professional Services, Support, and CX to define what 'great' Planning success looks like, build the methodology others will follow, and turn customer results into roadmap input and revenue impact. • Align with Professional Services to define and enforce clear implementation milestones and exit criteria.

🎯 Requirements

• 7+ years in B2B SaaS in roles such as: Revenue Operations / Sales Strategy / Sales Planning practitioner, Implementation / Professional Services lead for complex planning or analytics products, Product specialist or technical CSM for SPM / Planning / RevOps platforms • Hands-on Sales Planning / RevOps practitioner experience: Has run or heavily influenced real planning cycles and tools (territories, quotas, capacity, forecasting, performance measurement). • Hands-on technical fluency: Configuring complex SaaS tools (ideally Sales Planning, SPM, incentive comp, or adjacent RevOps platforms). Comfortable working with data models, logic/business rules, and integrations; able to independently troubleshoot and propose workarounds. • Proven end-to-end implementation ownership: Scope definition and success criteria. Discovery, design, and build. UAT, go-live, and post-go-live stabilization. • Demonstrated methodology-building: Has built playbooks, checklists, journeys, or support models that other teams adopted and used at scale. • Strategic and consultative skills: Comfortable being prescriptive based on customer maturity, data readiness, and organizational constraints. • High autonomy and ownership mindset: Thrives in ambiguous, early-product environments; turns messy problems into structured, repeatable processes. • Executive communication & influence: Can synthesize complex Planning and product realities into clear narratives for senior RevOps, Sales, and Finance leaders. Strong cross-functional influence across Sales, Product/EPD, CX, Support, and Education. • Bonus: hands-on experience with planning tools such as Anaplan, Pigment, Workday Planning or SPM/ICM platforms such as Xactly, Varicent, or CaptivateIQ

🏖️ Benefits

• equity • comprehensive health benefits • other perks and benefits