PlanHub

Support and optimize sales pipeline, forecast accuracy, and reporting through data analysis and workflow automation. | Requires 6+ years in revenue or sales operations, deep HubSpot expertise, and experience with AI-driven analytics in high-growth environments. | What You’ll Be Doing: Support the day-to-day operation and optimization of HubSpot CRM for the Sales team, with a focus on data integrity, reporting accuracy, and workflow effectiveness Analyze pipeline and forecast data to surface trends, risks, and opportunities impacting revenue predictability and sales performance Build, maintain, and refine pipeline and forecast reports that provide clear visibility for Sales leadership and executive stakeholders Develop and maintain executive-ready dashboards that track pipeline health, conversion rates, deal velocity, and forecast accuracy Perform deep-dive analysis on sales rep and SDR performance to identify drivers of success, bottlenecks, and areas for improvement Monitor stage progression, deal aging, and forecast movement to highlight gaps in process execution or data hygiene Partner with Sales leadership to provide analytical support for forecast reviews, pipeline inspections, and performance discussions Identify data quality issues, workflow breakdowns, and reporting inconsistencies, and recommend solutions to improve accuracy and efficiency Build and refine HubSpot workflows that support lead routing, pipeline hygiene, and consistent sales execution Leverage AI-driven tools and analytics to accelerate data analysis, identify patterns, and improve workflow efficiency Collaborate with Sales, Marketing, Product, and the shared Data team to ensure consistent definitions, aligned metrics, and scalable reporting Support sales commission and incentive compensation processes through data validation, reporting, and reconciliation What You’ll Need to Be Successful: 6+ years of experience in Revenue Operations, Sales Operations, Business Operations, or a senior analytics-focused role within SaaS or high-growth environments Strong experience in sales forecasting, pipeline reporting, and revenue analysis—ideally within a multisided marketplace Deep, hands-on expertise with HubSpot, including advanced workflows, automation, dashboards, and reporting Experience leveraging AI technologies to improve forecasting, analytics, and operational efficiency Advanced analytical skills with the ability to translate complex data into clear, actionable, executive-level insights Highly detail-oriented, data-driven, and proactive in identifying opportunities for improvement Strong communication skills and the ability to partner confidently with senior sales leaders as a trusted advisor Experience working in a hyperscale or rapidly scaling organization is highly advantageous What's in it for you: The opportunity to join PlanHub, named to the 2025 Inc. 5000 list of America’s fastest-growing private companies, marking our fifth consecutive year on the list—a testament to sustained growth and momentum. You can make an immediate impact as PlanHub moves to dominate the industry! PlanHub Offers: An awesome culture where you will be empowered, make an impact, and learn a ton. Open time-off policy. An excellent benefit package, including medical, dental, vision and life insurance. 401(k) plan with company match. This position will be a remote position within the United States. Applicants must be authorized to work for any employer within the United States. We are unable to sponsor or take over sponsorship of an employment Visa at this time. PlanHub is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws. PlanHub complies with all applicable laws governing nondiscrimination in employment in every location in which the company operates. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, benefits, training, and development.

Develop and implement account strategies, identify growth opportunities, and maintain strong client relationships. | 1-2 years in account management or SaaS sales, with strong relationship-building skills and knowledge of SaaS metrics. | What you'll do to make an impact: Develop and implement comprehensive account strategies to maximize revenue and profitability from assigned accounts Identify upsell and cross-sell opportunities, and manage account growth. Cultivate and maintain strong relationships with senior-level customer stakeholders, fostering trust and credibility Conducting regular check-ins and meetings with assigned accounts Proactively identify and mitigate potential risks or issues that may impact client satisfaction and retention What will make you stand out: 1–2 years of experience in account management, sales, or a customer-facing role, preferably within a SaaS or technology environment. Proven ability to manage a high volume of accounts while maintaining quality and achieving targets. Strong activity management skills, with the ability to prioritise tasks and maximise productivity in a fast-paced environment. Exceptional communication and relationship-building skills, with the ability to engage stakeholders at all levels. Knowledge of SaaS sales metrics and processes, including expansion and retention strategies. What's in it for you: The opportunity to join PlanHub, named to the 2025 Inc. 5000 list of America’s fastest-growing private companies, marking our fifth consecutive year on the list—a testament to sustained growth and momentum. You can make an immediate impact as PlanHub moves to dominate the industry! PlanHub Offers: An awesome culture where you will be empowered, make an impact, and learn a ton. Open time-off policy. An excellent benefit package, including medical, dental, vision and life insurance. 401(k) plan with company match. This role offers a base salary of up to $60,000 per year, depending on experience. It also includes a monthly performance-based bonus, earned by meeting variable targets. Bonuses are calculated and paid out each month, with total on-target earnings (OTE) expected to range between $110,000 - $120,000 annually. This position will be a remote position within the United States. Applicants must be authorized to work for any employer within the United States. We are unable to sponsor or take over sponsorship of an employment Visa at this time. PlanHub is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws. PlanHub complies with all applicable laws governing nondiscrimination in employment in every location in which the company operates. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, benefits, training, and development

The Software Engineer will design and develop high-quality APIs using the Laravel framework and maintain scalable backend systems. They will also integrate various databases and ensure efficient data management for APIs. | Candidates should have 3+ years of experience in software development, particularly with PHP and Laravel. A degree in Computer Science or a related field is preferred, along with strong problem-solving and collaboration skills. | What you will be doing: Design and develop high-quality APIs using the Laravel framework Develop and maintain scalable, performant, and reliable backend systems Integrate and manage various databases such as MySQL and MongoDB Provide efficient data and security management for our APIs Maintain Elasticsearch to provide efficient and fast search functionality Write clean and maintainable code, and ensure code quality by conducting regular code reviews Work collaboratively with product managers, and other developers Stay up-to-date with emerging trends and technologies Participate in sprint planning, daily stand-up meetings Maintain and expand API documentation using Swagger Review and troubleshoot critical/high reported issues in Production or UAT What you will need to be successful: 3+ years software development experience in backend systems 3+ years of experience in PHP and Laravel development 3+ years of experience in MySQL development and data modeling Proficient in HTML, CSS, TypeScript Experience in developing and consuming RESTful APIs Experience in developing using Docker containers Experience in developing and maintaining integrations with 3rd party services Understanding of agile methodologies and experience working in an agile development Experience with the Git version control system Excellent problem-solving and debugging skills Strong communication and collaboration skills Degree in Computer Science or related technical discipline or equivalent experience PlanHub offers: An awesome culture where you will be empowered, make an impact, and learn a ton. Flexible time-off policy. An excellent benefit package, including medical, dental, vision, and life insurance. 401(k)/RRSP plan with company match. This position will be a remote position within the United States or Canada. Occasional trips to our West Palm Beach, FL office, may be required. Applicants must be authorized to work for any employer within the United States or Canada. We are unable to sponsor or take over sponsorship of an employment Visa at this time. PlanHub is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws. PlanHub complies with all applicable laws governing nondiscrimination in employment in every location in which the company operates. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, benefits, training, and development.

Drive client retention and adoption of PlanHub’s SaaS platform through onboarding, training, support, upselling, and proactive client engagement. | Minimum 3 years inbound sales or customer success experience, fluency in English and Spanish, SaaS experience preferred, strong communication and organizational skills, and familiarity with HubSpot. | What you'll do to make an impact: Establish clear client retention goals. Build and nurture post-sale relationships with English and Spanish-speaking clients, driving adoption of PlanHub’s product platform. Assist customers with onboarding, including account setup, product navigation, and training, in both English and Spanish. Conduct product walkthroughs, support calls, and training sessions in both languages. Promote the value of PlanHub’s product suite and encourage adoption. Identify upsell opportunities for additional services and features. Call on clients quarterly to ensure initial training milestones are achieved, assess changes in needs, and provide tailored training or support plans. Proactively re-engage inactive clients (e.g., 30 days without login). Act as a trusted partner to help clients achieve long-term success. What will make you stand out: Minimum of 3 years of inbound sales or customer success experience, required. Fluency in English and Spanish (both written and verbal) is required. Minimum of 3 years of inbound sales or customer success experience, required. SaaS solutions experience – construction industry preferred. Bachelor’s degree in Business, Communication or similar fields, preferred. Strong communication and presentation skills, with the ability to influence and connect across languages. Experience supporting customer onboarding, training, and retention efforts. Creative problem solving and strong analytical skills. Ability to balance long-term strategy with short-term execution. Strong organizational skills with a passion for customer service. Familiarity with contact management and sales automation tools (HubSpot experience preferred). What's in it for you: The opportunity to join a dynamic team that landed on the Deloitte Technology Fast 500 list and Inc. 5000 in 2024. You can make an immediate impact as PlanHub moves to dominate the industry! PlanHub Offers: An awesome culture where you will be empowered, make an impact, and learn a ton. Open time-off policy. An excellent benefit package, including medical, dental, vision and life insurance. 401(k) plan with company match. This role offers a base salary of up to $75,000 per year, depending on experience. It also includes a monthly performance-based bonus, earned by meeting variable targets. Bonuses are calculated monthly based on the prior month’s performance and paid out the following month. Total on-target earnings (OTE) are expected to range from $95,000 to $105,000 annually. Bonus structures are reviewed periodically and are subject to change at the company’s discretion. In the event of a mid-month departure: commissions, bonuses, or other incentive-based compensation may be prorated based on performance up to your official end date. Any compensation tied to activity or results occurring after your departure date will be considered unearned and will be forfeited, in accordance with the terms of the applicable compensation plan This position will be a remote position within the United States. Occasional trips to our West Palm Beach, FL office, may be required. Applicants must be authorized to work for any employer within the United States. We are unable to sponsor or take over sponsorship of an employment Visa at this time. PlanHub is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws. PlanHub complies with all applicable laws governing nondiscrimination in employment in every location in which the company operates. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, benefits, training, and development.