Taking applicationsVoice Support·Posted 15h ago

Customer Success Associate | New York

PlanhatVerified company

New York, United States

Pay

$24–$29/hr

Job type

Full-time · On-site

Hours

Flexible

Location

New York, United States

Open to people in the United States

EnglishEntry level

About the role

Customer Success Associate supporting Planhat's Deployment Strategy team in New York. This entry-level role helps build internal planning frameworks and supports renewals, account plans, and customer reporting, with a path toward becoming a Deployment Strategist.

What you'll do

  • Support the Director in building planning frameworks, renewal standards, portfolio reporting, and account intelligence
  • Support Deployment Strategists on key accounts
  • Prepare renewal materials with the owning Deployment Strategist
  • Update account plans and stakeholder maps after calls
  • Pull together EBR and QBR content
  • Track commitments to closure
  • Learn Planhat in live customer environments
  • Shadow Deployment Strategists and take on more account-facing responsibility over time

What you'll need

  • Recent graduate with competitive performance, or 1-2 years in startup, consultancy, or fast-growth SaaS
  • Structured thinker who turns ambiguity into recommendations
  • Comfortable with CRM data models, field mappings, and large spreadsheets
  • Disciplined about closing commitments without being chased
  • Credible in writing to senior stakeholders
  • Quick learner
  • Self-directed with autonomy and accountability
  • Ambitious about a career in customer strategy

Skills

Structured thinkingCRM dataSpreadsheetsRenewal planningAccount planningClear writingQuick learningSelf-directed work

Benefits

Performance bonusLong term incentivesPaid time offOther benefits

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