Deployment Strategy Operations Lead
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Job Location:
New York City, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
21 hours ago
Vacancies:
1 Vacancy
Job Summary
- Applications are considered on a rolling basis
- Multiple locations
Job Description
Why this role exists
Were not looking for a traditional Ops person.
Were building the operating system for how Planhat deploys scales measures and evolves customer outcomes in the age of AI.
This role owns the programs analytics and systems that turn our Customer methodology into something structured measurable and repeatable across post-sales and deployment.
Youll sit at the intersection of strategy AI systems and execution.
If you like building the machine behind high-performance teams keep reading.
What youll do
1. Own Strategic Deployment Programs
You will design operationalize and continuously improve cross-functional programs that directly impact customer outcomes.
Examples of programs include:
- Digital deployment programs
- Executive Sponsor program
- Agentic / AI use case applications inside Planhat
- Translating CS methodology into processes
You will:
- Turn strategy into structured programs with clear success metrics
- Define workflows ownership reporting and automation
- Ensure these programs are actually used (not just documented)
- Continuously refine based on performance data
2. Own CS Analytics & Reporting
You will define what CS performance actually means and make it visible.
Responsibilities:
- Build reporting frameworks for CS effectiveness and customer outcomes
- Define leading indicators (not just lagging ones)
- Operationalize AI-driven insight into performance
- Partner with Revenue leadership to turn insights into actions
3. CRM & Systems Ownership
As we simplify our systems stack you will help design the next version of our internal revenue operating system.
Responsibilities:
- Ensure data quality across customer lifecycle
- Improve system design and architecture
- Reduce manual work through automation
- Own some part of CRM hygiene and structural integrity
What great looks like in this role
- Our deployment programs are structured measurable and evolving
- AI is embedded in how we score risk prioritize accounts and execute
- Reporting drives behavior not just visibility
- Our CRM is a clean reliable operating system
- Revenue leadership has clarity on performance without chasing data
Key Skills
- Marketing
- Data Visualization
- Tableau
- Customer Segmentation
- Microsoft Powerpoint
- Investment Banking
- Strategic Planning
- Financial Modeling
- Customer relationship management
- Management Consulting
- Google Suite
- Analytics
About Company
We build software that empowers organizations to acquire, service and grow lifelong customers.
