Senior Customer Success Manager, Sales Planning

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.

Additional Information

We're looking for a strategic, Sales Planning-savvy Senior CSM to serve as the trusted advisor and outcomes driver for customers adopting CIQ Planning. As the founding Sales Planning CSM, you'll own the CIQ Planning post-sales lifecycle end-to-end - from implementation through go-live, to ongoing adoption, expansion, and reference ability. You'll combine deep Sales Planning domain expertise with classic Enterprise CSM skills to help customers design, launch, and scale Planning in a way that drives real revenue and operational outcomes. You'll 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. CaptivateIQ participates in E-Verify, web-based system that allows enrolled employers to confirm the eligibility of their employees to work in the United States

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