Planhat Administrator/Consultant

• Conduct a comprehensive assessment of the existing Planhat configuration, including: Customer models and segmentation, Health scores, KPIs, and alerts, Playbooks, workflows, and automation, Dashboards and reporting

• Review and validate the recent Planhat upgrade, ensuring: No regressions or broken workflows, Data integrity and sync accuracy, Feature parity or improvement versus pre\-upgrade state

• Document current configuration and identify risks, gaps, and quick wins

• Serve as the primary Planhat system administrator

• Manage users, roles, permissions, and access controls

• Maintain and optimize \- Customer health scores and metrics, Automated workflows and triggers, Outreach and engagement tracking, Dashboards for CS and Sales leadership

• Monitor platform performance and proactively address issues

• Own the operational relationship between Planhat and Salesforce

• Ensure accurate, timely data synchronization for: Accounts, contacts, opportunities, Customer lifecycle stages, Revenue and renewal data

• Partner with Salesforce admins to troubleshoot sync issues and align data models

• Act as a trusted advisor to Sales and Customer Success users

• Provide day\-to\-day support and troubleshooting

• Deliver light training, documentation, and best practices for: Customer outreach workflows, Task and activity management, Health score interpretation

• Help drive consistent adoption across teams

• Identify opportunities to expand Planhat usage and ROI, such as: Improved health scoring models, Proactive churn risk identification, More effective customer outreach and engagement, Better executive reporting and forecasting

• Recommend a prioritized enhancement roadmap aligned to Client business goals

• Advise on Planhat best practices and emerging platform capabilities

• 3+ years of hands\-on experience administering Planhat

• Strong background in Customer Success Operations, RevOps, or CS Systems

• Experience supporting Sales and Customer Success users

• Proven experience managing Planhat–Salesforce integrations

• Deep understanding of customer health scoring, lifecycle management, and outreach workflows

• Strong analytical and documentation skills

• Ability to work independently in a consulting or fractional admin capacity

• Experience supporting SaaS or B2B technology companies

• Prior involvement in Planhat upgrades or major reconfiguration

• Familiarity with CS metrics (ARR, churn, renewals, expansion, NPS, adoption)

• Experience designing executive\-level CS dashboards

• Consultant or contract\-based role

• Initial focus on assessment and stabilization, followed by ongoing administration and optimization

• High autonomy with close collaboration with CS, Sales Ops, and leadership

Requirements