CaptivateIQ

Senior Customer Success Manager, Sales Planning

Austin, Texas · Senior

Sponsorship not specified$115k-$150kDetected 37 days ago

Product StrategySalesforceForecastingHRISCustomer SuccessCadenceCommunication

About the role

CaptivateIQ participates in E-Verify, web-based system that allows enrolled employers to confirm the eligibility of their employees to work in the United States

Admin enablement and skills transfer (customer can own 2nd/3rd iterations)
Support Professional Services and Partner builders with Planning configuration oversight:
Lead co-building and implementation review sessions vs. purely passive reviews
Proactively identify and unblock customer-side risks (data, resourcing, decision bottlenecks) to drive on-time, de-risked go‑lives.
Co-design and maintain the CIQ Planning Implementation & Customer Journey: standardized stages, artifacts, RACI, and a clear "definition of done."
Support portfolio CSMs and Account Directors on expansion plays: multi-module expansion, adjacent teams (Finance, HR), and broader admin footprint
Support renewal and commercial conversations with concrete Planning value stories tied to planning cycles and year-round usage
Build and maintain a core cohort of referenceable Planning customers; partner with Marketing on case studies and sales references

Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in @gmail.com, @yahoo.com, @hotmail.com, etc.
Make early requests for candidates' personal information such as date of birth, passport details, credit card numbers, bank details and social security number, etc.
Please note that we'll only ask for more sensitive personal information in connection with background checks after an offer is made.
Configuring complex SaaS tools (ideally Sales Planning, SPM, incentive comp, or adjacent RevOps platforms).

Comfortable being prescriptive based on customer maturity, data readiness, and organizational constraints.
High autonomy and ownership mindset:
Thrives in ambiguous, early-product environments; turns messy problems into structured, repeatable processes.
Executive communication & influence:
Can synthesize complex Planning and product realities into clear narratives for senior RevOps, Sales, and Finance leaders.
Notice for Prospective Candidates
Only emails from @captivateiq.com should be trusted.
Please note, we will never do the following:
Make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technology.
Ask candidates to cash checks to buy equipment on behalf of CaptivateIQ.
Ask candidates to make a payment in order to be considered for a position.
Has run or heavily influenced real planning cycles and tools (territories, quotas, capacity, forecasting, performance measurement).

30/60/90-day stabilization, off-season usage plays, and pre-season health checks before each new planning cycle
Establish and monitor Planning-specific health signals - plan refresh cadence, off-season logins, admin activity, multi-module usage - and act on them proactively
Act as the internal voice of the Planning customer to Sales (scoping and expectations), Product (roadmap input), CX and Support (coverage and escalations), and Education/PMM (maturity models and learning paths)
Stand up and refine Planning metrics and health signals surfaced in Salesforce, ChurnZero, and dashboards

This listing is sourced directly from CaptivateIQ's careers page and normalized into a canonical job model.