Back
Login to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Mid-level, generalist operations title in a metro with common platform skills increases applicant density.
SaaS customer-success platform and Salesforce skills transfer to other SaaS/tech employers but are somewhat domain-specific.
Explicit 2+ years platform-admin requirement plus mandatory tools (Planhat/Salesforce) creates moderate filtering.
Monitor client product adoption using Planhat and Salesforce to identify and flag high-risk accounts for Customer Success Managers (CSMs).
Ensure data consistency and alignment across AMS, Salesforce, and Planhat; identify issues and suggest process improvements.
Support CSMs for Quarterly Business Reviews by extracting reports and coordinate client educational content and engagement materials.
2+ years experience administering Customer Success platforms such as Planhat, Vitally, Churn Zero, Gainsight or CRM platforms like Salesforce or Hubspot.
Experience with data management, integration, and maintaining data integrity.
Strong written and verbal communication skills with ability to translate business needs into technical configurations.
Work Experience Required: 2+ years in relevant platforms administration or related roles.
Experienced in customer success, support, or operations functions with hands-on exposure to platforms like Planhat, Salesforce, and Freshdesk.
Detail-oriented and skilled in data analysis, risk identification, and report generation to enable proactive customer engagement.
Capable of managing multi-tool integrations and collaborating with various stakeholders to enhance customer operations and support processes.