Manager of Customer Planning for hybrid work environment focused on digital infrastructure solutions. Collaborate with cross-functional teams and support customer engagement strategies.
Responsibilities
Develop and maintain structured account planning frameworks for priority customers
Ensure Customer Leads maintain clear engagement plans, objectives, milestones, and next steps
Support development of multi-year customer engagement roadmaps aligned with Rowan’s capital deployment strategy
Implement and manage a light-touch CRM approach (likely SmartSheets-based)
Maintain weekly visibility into customer status, stage, and key actions
Ensure opportunity data is current and accurate for executive reporting, MBRs, and investor updates
Support competitive tracking and customer intelligence coordination with BD Ops and Customer & Market Insights
Partner with BD Ops to align customer planning with commercial execution timelines
Support coordination between Customer Leads, Sales Engineering, and internal teams
Help ensure customer opportunities are sequenced and scoped appropriately
Strengthen planning discipline as Rowan scales, while avoiding unnecessary bureaucracy
Identify workflow gaps and recommend improvements to enhance execution clarity
Support onboarding of new Customer Leads with structured planning tools and processes
Requirements
3–5+ years of experience in sales operations, strategic planning, business operations, consulting, or related roles
Experience supporting enterprise or strategic account teams preferred (data center, infrastructure, real estate, energy, or adjacent industries a plus)
Bachelor’s degree required (Business, Finance, Engineering, Economics, or related field preferred)
Strong organizational and analytical skills with ability to synthesize complex information into clear action plans
Experience with CRM and reporting tools (SmartSheets, Salesforce, HubSpot, or similar)
Ability to work cross-functionally with executive visibility
Clear communicator who balances structure with flexibility.
Benefits
Hybrid working environment
Team building and educational opportunities
Generous benefits package including robust health benefits and a 401(k) company contribution
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