Senior Success Planner

Job Description
The Success Planner acts as the bridge from Customer Success to the Sales Organization. They will live in Customer Success but operate in Sales. This role will work with Sales to proactively identify a prospect or client’s business needs and recommend innovative strategies or solutions to achieve their desired outcomes. They will work as the technical lead for the Account team, be a liaison to the core Customer Success team, and coordinate with both parties for the flawless implementation of our products and services.

Success Planning is the bridge from Customer Success to the Sales Organization. This role will be of Customer Success but operate in Sales. They will work closely with Sales to proactively identify a prospect or client’s technical business needs and recommend innovative strategies or solutions to achieve their desired outcomes.

This role will act as a liaison to the Customer Success team by ensuring the successful hand-off from Sales t...