CaptivateIQ

Senior Customer Success Manager, Sales Planning

Austin, Texas / Full-time

Role brief

What this role is asking for.

We're looking for a strategic, Sales Planning-savvy Senior CSM to serve as the trusted advisor and outcomes driver for customers adopting CIQ Planning. As the founding Sales Planning CSM, you'll own the CIQ Planning post-sales lifecycle end-to-end โ€” from implementation through go-live, to ongoing adoption, expansion, and reference ability. You'll combine deep Sales Planning domain expertise with classic Enterprise CSM skills to help customers design, launch, and scale Planning in a way that drives real revenue and operational outcomes. You'll work cross-functionally with Sales, Product, Professional Services, Support, and CX to define what "great" Planning success looks like, build the methodology others will follow, and turn customer results into roadmap input and revenue impact.

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