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Role Responsibilities:
- Own the CIQ Planning post-sales lifecycle end-to-end from implementation through go-live to ongoing adoption, expansion, and reference ability.
- Govern implementation milestones, data readiness, model validation, and admin enablement.
- Proactively identify and unblock customer-side risks to drive on-time, de-risked go-lives.
Methodology & Lifecycle:
- Co-design and maintain the CIQ Planning Implementation & Customer Journey with standardized stages and artifacts.
- Own the structured post-implementation journey including stabilization and health checks.
- Establish and monitor Planning-specific health signals to prevent shelfware.
Cross-Functional Influence:
- Act as internal voice of the Planning customer to Sales, Product, CX, and Support teams.
- Stand up and refine Planning metrics and health signals in Salesforce and ChurnZero.
- Support portfolio CSMs and Account Directors on expansion plays and renewal conversations.
Captivateiq
CaptivateIQ is a provider of sales planning and incentive compensation solutions. The company operates as a mid-sized, growth-stage SaaS organization with a culture focused on cross-functional collaboration and customer success.