Senior Customer Success Manager, Sales Planning

Captivateiq

Remote regions

US

Benefits

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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.

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