Startups

Senior Customer Success Manager, Sales Planning

CaptivateIQ · Austin, Texas · Remote

← All jobs
About CaptivateIQ

Backed by Accel, Bessemer and Sequoia.

About the role

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.

What they're looking for

  • Has run or heavily influenced real planning cycles and tools (territories, quotas, capacity, forecasting, performance measurement)
  • Comfortable being prescriptive based on customer maturity, data readiness, and organizational constraints
More about this role

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 — 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.

Align with Professional Services to define and enforce clear implementation milestones and exit criteria , including:

Documented use cases and scope sign‑off

Data readiness and integrations sufficient for first and next cycles

Model validation (territories, quotas, capacity) aligned to customer processes

Admin enablement and skills transfer (customer can own 2nd/3rd iterations)

“Next-season runbook” with...

Read the full posting on CaptivateIQ's site ↗

Customer Success Team

Build your edge while you search

Free tools for founders and investors, plus VC Unfiltered, our take on startups, venture and the people who build them.