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Key Business Platform Specialist
2 weeks ago
About the Role:
We are seeking a dedicated and motivated individual to own and optimize Planhat and Salesforce Service Cloud as key business platforms for Customer Success.
The ideal candidate will translate business needs into platform roadmaps that drive adoption, process efficiency, and measurable outcomes.
Main Responsibilities:
- Ensure secure access, accurate data, and optimized workflows across teams.
- Develop platform roadmaps to drive business growth, improve processes, and deliver results.
- Automate systems to reduce manual work, improve accuracy, and streamline stakeholder workflows.
- Enable and train teams to confidently use tools to enhance customer outcomes.
- Maintain system health to ensure reliability, performance, and compliance.
Requirements:
- 5–8 years of experience in SaaS systems administration or customer success operations.
- Expertise in Salesforce Service Cloud and/or Planhat (or ability to quickly master Planhat).
- Demonstrated track record of engaging stakeholders, gathering requirements, and delivering scalable solutions.
- Experience building and executing roadmaps.
- Strong automation, workflow, and data management skills.
- Excellent problem-solving abilities and independent work style.
- Strong English communication skills.
Preferred Qualifications:
- Salesforce Admin or Service Cloud Consultant certification.
- Experience integrating platforms with analytics/reporting tools.
- Background in Customer Success or Support operations.
