CaptivateIQ

1 month ago

Senior Customer Success Manager, Sales Planning

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Strategic, Sales Planning–savvy Senior CSM responsible for the end-to-end CIQ Planning post-sales lifecycle—from implementation through go-live, ongoing adoption, expansion, and referenceability. Partners with Sales, Product, Professional Services, Support, and CX to define success, build scalable methodologies, and translate customer results into roadmap input and revenue impact.

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Sr. Manager level

Key Responsibilities

•Serve as the internal voice of the Planning customer to Sales, Product, CX, Support, and Education/PMM, shaping expectations and coverage
•Develop and refine Planning metrics and health signals surfaced in Salesforce, ChurnZero, and dashboards
•Lead Planning implementation reviews and co-build sessions to ensure active engagement beyond passive reviews
•Own the structured Planning journey (30/60/90-day stabilization, health checks, and adoption plays) to prevent shelfware
•Drive revenue impact through expansion plays and tailored demos rooted in each customer’s Planning footprint and data

Pay and Benefits

Salary: USD 115,000 - 150,000 annually

Equity and Bonus:Equity

Perks:Health InsuranceEquity

Key Requirements

•7+ years in B2B SaaS in roles such as Revenue Operations, Sales Strategy, or Sales Planning practitioner
•Hands-on Sales Planning / RevOps practitioner experience with real planning cycles (territories, quotas, capacity, forecasting, performance measurement)
•Hands-on technical fluency configuring complex SaaS tools (ideally Sales Planning, SPM, incentive compensation, or adjacent RevOps platforms)
•Proven end-to-end implementation ownership (scope, discovery, design, build, UAT, go-live, stabilization)
•Demonstrated methodology-building (playbooks, journeys, or reuse-worthy support models) and strong strategic consultative skills

Experience:7+ yearsB2B SaaSRevOpsSales Planning

Skills:CommunicationLeadershipProblem-solvingStrategic thinkingInfluencing

Languages:English

Tech Stack:SalesforceChurnZeroAnaplanPigmentWorkday PlanningXactlyVaricentCaptivateIQQbCIQ

Company Brief

CaptivateIQ

Provides a cloud-based sales commission and incentive compensation platform that automates commission calculations, reporting, and plan management to help revenue teams run accurate, scalable incentive programs.

Industry: Enterprise Software

Company Size: Medium (51 to 250 employees)

Growth: Growth Stage Startup

Funding: Series C

Headquarters: San Francisco, United States

Founded: 2017

Website LinkedIn

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CaptivateIQ

1 month ago

Senior Customer Success Manager, Sales Planning

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Sr. Manager level

Key Responsibilities

•Serve as the internal voice of the Planning customer to Sales, Product, CX, Support, and Education/PMM, shaping expectations and coverage
•Develop and refine Planning metrics and health signals surfaced in Salesforce, ChurnZero, and dashboards
•Lead Planning implementation reviews and co-build sessions to ensure active engagement beyond passive reviews
•Own the structured Planning journey (30/60/90-day stabilization, health checks, and adoption plays) to prevent shelfware
•Drive revenue impact through expansion plays and tailored demos rooted in each customer’s Planning footprint and data

Pay and Benefits

Salary: USD 115,000 - 150,000 annually

Equity and Bonus:Equity

Perks:Health InsuranceEquity

Key Requirements

•7+ years in B2B SaaS in roles such as Revenue Operations, Sales Strategy, or Sales Planning practitioner
•Hands-on Sales Planning / RevOps practitioner experience with real planning cycles (territories, quotas, capacity, forecasting, performance measurement)
•Hands-on technical fluency configuring complex SaaS tools (ideally Sales Planning, SPM, incentive compensation, or adjacent RevOps platforms)
•Proven end-to-end implementation ownership (scope, discovery, design, build, UAT, go-live, stabilization)
•Demonstrated methodology-building (playbooks, journeys, or reuse-worthy support models) and strong strategic consultative skills

Experience:7+ yearsB2B SaaSRevOpsSales Planning

Skills:CommunicationLeadershipProblem-solvingStrategic thinkingInfluencing

Languages:English

Tech Stack:SalesforceChurnZeroAnaplanPigmentWorkday PlanningXactlyVaricentCaptivateIQQbCIQ

Company Brief

CaptivateIQ

Industry: Enterprise Software

Company Size: Medium (51 to 250 employees)

Growth: Growth Stage Startup

Funding: Series C

Headquarters: San Francisco, United States

Founded: 2017

Website LinkedIn