Planhat AdministratorConsultant

Chicago, IL - USA

Monthly Salary: USD 20 - 20

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

We are seeking an experienced Planhat Administrator / Consultant to support and optimize its Planhat environment following a recent platform upgrade. This role will serve as the functional owner of Planhat supporting approximately 2030 users across Sales and Customer Success teams. The initial focus will be on assessing the current state validating the recent upgrade maintaining existing functionality and recommending enhancements to help Client is extract greater value from Planhatparticularly for customer outreach engagement tracking and role is ideal for a hands-on CS Operations or RevOps professional with deep Planhat administration experience who can balance platform governance with strategic improvement.

Key Responsibilities

1. Current-State Assessment & Stabilization

Conduct a comprehensive assessment of the existing Planhat configuration including: Customer models and segmentation Health scores KPIs and alerts Playbooks workflows and automation Dashboards and reporting
Review and validate the recent Planhat upgrade ensuring: No regressions or broken workflows Data integrity and sync accuracy Feature parity or improvement versus pre-upgrade state
Document current configuration and identify risks gaps and quick wins

2. Ongoing Planhat Administration

Serve as the primary Planhat system administrator
Manage users roles permissions and access controls
Maintain and optimize - Customer health scores and metrics Automated workflows and triggers Outreach and engagement tracking Dashboards for CS and Sales leadership
Monitor platform performance and proactively address issues

3. Salesforce Integration Management

Own the operational relationship between Planhat and Salesforce
Ensure accurate timely data synchronization for: Accounts contacts opportunities Customer lifecycle stages Revenue and renewal data
Partner with Salesforce admins to troubleshoot sync issues and align data models

4. Enablement & User Support

Act as a trusted advisor to Sales and Customer Success users
Provide day-to-day support and troubleshooting
Deliver light training documentation and best practices for: Customer outreach workflows Task and activity management Health score interpretation
Help drive consistent adoption across teams

5. Optimization & Value Expansion

Identify opportunities to expand Planhat usage and ROI such as: Improved health scoring models Proactive churn risk identification More effective customer outreach and engagement Better executive reporting and forecasting
Recommend a prioritized enhancement roadmap aligned to Client business goals
Advise on Planhat best practices and emerging platform capabilities

Required Qualifications

3 years of hands-on experience administering Planhat
Strong background in Customer Success Operations RevOps or CS Systems
Experience supporting Sales and Customer Success users
Proven experience managing PlanhatSalesforce integrations
Deep understanding of customer health scoring lifecycle management and outreach workflows
Strong analytical and documentation skills
Ability to work independently in a consulting or fractional admin capacity

Preferred Qualifications

Experience supporting SaaS or B2B technology companies
Prior involvement in Planhat upgrades or major reconfiguration
Familiarity with CS metrics (ARR churn renewals expansion NPS adoption)
Experience designing executive-level CS dashboards

Engagement Characteristics

Consultant or contract-based role
Initial focus on assessment and stabilization followed by ongoing administration and optimization
High autonomy with close collaboration with CS Sales Ops and leadership

Requirements

Required Skills:

Planhat Adminstrator