See other companies on Otta


Customer success software

101-200 employees
  • B2B
  • Enterprise
  • Analytics
  • Customer service
  • SaaS
  • Sales
WeWork, Regeringsgatan 29, 111 53 Stockholm, Sweden

Company mission

To help technology companies build their business and make their customers more successful.


Top investors

Some candidates hear
back within 2 weeks

32% employee growth in 12 months

Otta's take

Theo Margolius headshot

Theo Margolius

COO of Otta

According to Planhat, even though acquiring customers is essential for the initial growth of a company, long-term sustainable growth comes from maximising the lifetime value of existing customers. The Sweden-based but globally remote startup provides a modern customer platform that helps clients analyse insights regarding their target audience, manage workflow and drive customer experience.

Planhat distinguishes itself from other customer success software like Salesforce and Totango through its rapid deployment and easy adoption. The platform provides a wide range of solutions, from customizable customer health score to management reporting and CSM team performance. It's been taken up by thousands of teams globally and its corporate customers include the likes of Consensys, Alation and Adenza.

Initially a bootstrapped company, Planhat had already built a significant business by the time it closed its first investment round in 2022, a Series A. This funding is being used to support the company's growth by scaling its commercial teams, accelerating its R&D and further developing the product.


  • Remote-first work environment: Talent is blind to borders and so are we! Occasionally Hatters will travel to meet with teammates or clients, but it depends on the role
  • Planhat Adventures: We sponsor quarterly pop-up hubs around the globe for Hatters to gather to work and play together. Previous locations have included New York City, Colombia, Malibu, France, Greece, Georgia (the country!), and more!
  • Flexible working hours: 3 factors impact when you work—customer/business needs, team working schedules, and personal preferences. We trust you to use your judgment and get your work done
  • Work-from-home setup: All employees receive a 13” Macbook Pro upon their start date with Planhat! Our Operations team will work with you to ensure you have any additional tools you need to work remotely with success
  • Flexible public holidays: We all celebrate different things in life— switch a public holiday for another day that’s more in line with who you are and what’s important to you
  • Paid parental leave: Up to 6 months, pending tenure with Planhat. As with all of our other policies, it’s gender-neutral. Also applicable to adoptive parents
  • BYB—Be Your Best contribution: No one knows better than you what sets you up for success; spend more time in one of our office or pop-up hubs, external sales training, some neat tools, attending a conference, gym cards, extra screen, whatever? We’ll only ask: “How will this be beneficial for you and your work at Planhat?”

Company values

  • Fearless: Be bold and play to win - taking the safe route will never get us far
  • Impactful: When you do something, do it right and make sure it moves the ship forward
  • Caring: Be kind to yourself and others, so that we help each other grow
  • Genuine: Be comfortable in your own skin, and create an environment where others can be too

Funding (1 round)

Apr 2022




Total funding

This company has top investors


Previously Management Consultant at McKinsey & Company, Product Manager at Meltwater Group, Managing Director at Jobylon and COO at GlobeSoft.

Former Executive Director at Meltwater. Chairman of the Board and Board member of multiple global SaaS-companies.

Jobs (3)

All locations

Sales & Account Management

Planhat 1Planhat 2Planhat 3Planhat 4Planhat 5Planhat 6Planhat 7Planhat 8