Planhat

Compensation

Full Description

Planhat is a next-generation CRM, purpose-built for the recurring revenue economy. Our platform helps Sales, Account Management,Customer Success and Services drive growth, retention, and expansion by connecting product usage, revenue, and customer workflows in one seamless system. We believe the CRM should be the most strategic tool in a modern business. Not a clunky database, but a living, intelligent platform where data meets execution - where onboarding journeys, expansion plays, and customer insights are all connected and actionable. Planhat brings together the power of a data platform with the usability of a consumer-grade tool, helping the world’s most customer-centric companies run smarter, faster, and more effectively. Today, Planhat is used by thousands of teams across the globe - from startups reinventing their category to public companies scaling customer-led growth. We are backed by top-tier investors, growing fast, and building something ambitious: a CRM for the next generation of enterprise. People at Planhat At Planhat, we are more than just a company - we are a global crew of customer-obsessed entrepreneurs, technologists, and creatives, united by a shared mission to redefine how organizations manage and engage with their customers. Our team spans over 30+ nationalities, across 27 countries and five continents. We believe in building a company we would want to work for: a place where exceptional individuals can discover and double down on their talents, daring greatly alongside equally passionate colleagues. Planhat is not a place for spectators; it is a place where you go all-in and get even more in return. Our culture thrives on high ownership, ambition, and a bias for action. We started with zero external funding and have grown to nearly 200 people and hundreds of clients, all while maintaining a scrappy, high-ownership mindset. Builders, go-getters, and value creators thrive here; planners and delegators, not so much. Why Planhat • Join a team of high performers that’s redefining how MSP & IT Services manages their customer relationships. • Be part of a culture that values growth, curiosity, and authenticity over titles or years of experience. • Work with passionate people who care deeply about both technology and customer success. We’re expanding our rapidly growing MSP & IT Services team - a growing and dynamic GTM venture within Planhat with a complex tech stack and exciting growth ambitions. If you bring the right mindset, we’ll give you the space to thrive. As our Solution Architect, you’ll be the technical voice during the sales cycle and customer’s lifecycle - a trusted partner to our Sales and Customer Success teams, helping design and validate solutions that win deals and set customers up for success. You’ll focus on owning the technical design of each opportunity - leading technical discovery, building proofs-of-concept, and showing customers how Planhat can bring their data together to power scalable, insightful customer relationships. You need to be able to show the customer how our product will solve their business problem and then build it out and integrate it successfully. What You’ll Do • Lead technical discovery with prospective MSP and IT-services customers - understand business goals, data flows, and integration needs. • Design and present tailored solutions: data mappings, architecture plans, and demonstration environments that bring the value of Planhat to life. • Own and execute proof-of-concepts (POCs) and demo configurations - ensuring we show not just what we can do, but what we will deliver. • Collaborate with Sales and CS to shape winning proposals that balance customer ambition with technical feasibility. • Create and maintain pre-sales collateral - demo environments, integration templates, and documentation that support the sales process. • Partner with delivery teams to ensure a smooth handover from pre-sales to implementation, managing expectations and ensuring a clear path to success. • We’re a small, fast-moving team, so expect to roll up your sleeves - some days you’ll be deep in a POC, other days helping ensure a smooth technical delivery. It’s all part of making sure our customers succeed. Location The preferred location for this role is our Malibu office where the majority of our Northern American MSP & IT team is located. Working hours are to be aligned with the US EST or PST timezone. Compensation The OTE for this position is $70,000 - $120,000 per year. Please also note the range listed is just one component of the company’s total rewards package, other rewards may include long term incentives, a generous PTO policy, and other benefits. Personality first. You’re curious, adaptable, and a natural problem-solver who enjoys understanding how things connect. You thrive in collaborative, fast-moving environments and love working with both technology and people. You bring: • A technical mindset - comfortable and intrigued when working with data manipulation, integrations, APIs, webhooks, and ETL tools. • Consultative skills - you dig into business problems, translate them into technical solutions, and communicate them clearly. • Experience in pre-sales or solution engineering (bonus, not required). • The ability to balance speed and rigour - you move quickly but ensure deliverables are solid and credible. • A collaboration-first approach - partnering closely with Sales, CS, and delivery to make every deal a success. • 3-5 years of experience in a technical or customer facing role. • Bonus: experience handling multi-vendor data or complex integration environments • Bonus: familiarity with the Cisco, Palo Alto Networks, and other MSP/OEM architecture