Senior Customer Success Manager, Sales Planning

Requirements (What You’ll Bring) 7+ years in B2B SaaS in roles such as: Revenue Operations / Sales Strategy / Sales Planning practitioner Implementation / Professional Services lead for complex planning or analytics products Product specialist or technical CSM for SPM / Planning / RevOps platforms Hands-on Sales Planning / RevOps practitioner experience : Has run or heavily influenced real planning cycles and tools (territories, quotas, capacity, forecasting, performance measurement). Hands-on technical fluency : Configuring complex SaaS tools (ideally Sales Planning, SPM, incentive comp, or adjacent RevOps platforms). Comfortable working with data models, logic/business rules, and integrations; able to independently troubleshoot and propose workarounds. Proven end-to-end implementation ownership : Scope definition and success criteria. Discovery, design, and build. UAT, go-live, and post-go-live stabilization. Demonstrated methodology-building : Has built playbooks, checklists, journeys, or support models that other teams adopted and used at scale. Strategic and consultative skills : 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. Strong cross-functional influence across Sales, Product/EPD, CX, Support, and Education.

Bonus: hands-on experience with planning tools such as Anaplan, Pigment, Workday Planning or SPM/ICM platforms such as Xactly, Varicent, or CaptivateIQ Notice for Prospective Candidates Only emails from @captivateiq.com should be trusted. We are aware of active recruitment scams using the CaptivateIQ name, in which individuals pose as our recruiters and post fake remote job openings and make fake job offers on the Internet. Please note, we will never do the following: 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 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. 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. \n $115,000 - $150,000 a year The

compensation offered for this position will depend on numerous factors, including individual proficiency, anticipated performance, and the location of the selected candidate. The OTE salary range for this role is $115,000 – $150,000 .

Compensation for candidates hired in Canada will be provided in Canadian dollars and may differ from the ranges listed above due to currency conversion. Our OTE is just one component of CaptivateIQ's competitive total rewards package, which also includes equity, comprehensive health

benefits, and other

perks and

benefits. \n 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

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