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Sr. Success Planner
Sr. Success Planner-March 2024
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Mar 17, 2025
ABOUT INSIGHT GLOBAL
Insight Global provides top talent and staffing solutions that help job seekers find careers in healthcare, finance, IT and government.
1,001 - 5,000 employees
Consulting, Technology
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About Sr. Success Planner

  Job Description

  The Success Planner acts as the bridge from Customer Success to the Sales Organization. They will live in Customer Success but operate in Sales. This role will work with Sales to proactively identify a prospect or client's business needs and recommend innovative strategies or solutions to achieve their desired outcomes. They will work as the technical lead for the Account team, be a liaison to the core Customer Success team, and coordinate with both parties for the flawless implementation of our products and services.

  Job description

  Success Planning is the bridge from Customer Success to the Sales Organization. This role will be of Customer Success but operate in Sales. They will work closely with Sales to proactively identify a prospect or client's technical business needs and recommend innovative strategies or solutions to achieve their desired outcomes.

  They will work as the technical subject matter expert on behalf of Penske Account team by facilitating tech-related discussions with current customers and prospects, that simplify (and demystify) our product offerings.

  This role will act as a liaison to the Customer Success team by ensuring the successful hand-off from Sales to Customer Success. They will coordinate with both parties for the flawless implementation of our products and services. Thus, breaking down the silos and aligning the Pre with the Post sales teams.

  Success Planning will help the Customer Success team achieve predictable value delivery. Additionally, they will help Sales to sell/demonstrate said value of Penske Digital products & services.

  Skills and Requirements

  -3-5 years in customer success

  -experience in sales

  -experience working alongside sales and customers

  -strategic planning

  -Bachelors degree preferred-sales engineering background

  -client / account management null

  We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].

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