About Us:
Planet is a leading technology company transforming payments by putting customer experience first. We offer integrated solutions that include payment processing, VAT refunds, dynamic currency conversion, and management services for merchants in the Retail and Hospitality sectors worldwide.
In recent years, we have experienced significant growth, expanding our services and global presence.
With strong private equity investors, Advent International and Eurazeo, we have the financial capital and expertise to grow our capabilities and reach through acquisitions.
Our mission is to create a world of connected commerce where payments are simple, secure, and seamless, enabling our partners to deliver exceptional experiences to their customers.
Role Overview:
The Pre-Enablement Specialist is responsible for daily operational work within Salesforce, with a primary focus on managing the sales2board mailbox and ensuring accurate processing, analysis, and classification of cases within the Pre-Enablement Queue. The role requires precision, effective case management, and consistent monitoring of assigned items.
What you will do:
Daily Preparation
· Log in to all required work tools before starting operational tasks.
· Open and review the Pre-Enablement Queue in Salesforce at the beginning of each workday.
Queue Management
· Process cases in Salesforce, starting with the oldest case in the queue.
· Verify key case details
Information Review and Case Identification
· Review all relevant case context by examining the Chatter and E-mail Info sections, including past communications and historical notes.
· Identify the correct case type based on the available information.
· Accurately complete the Case Classification field in line with established guidelines.
Case Assignment
· Evaluate the appropriate Case Owner or team to which each case should be assigned.
· Reassign cases to the correct individual or team to ensure smooth continuation of the workflow.
Ongoing Monitoring
· Review and manage all cases assigned to the specialist on a daily basis.
· Ensure timely updates and proper handling of all active cases.
This role significantly contributes to the efficiency and reliability of the end‑to‑end sales enablement ecosystem. Through rigorous data validation, structured workflow management, and precise case routing, the Pre‑Enablement Specialist ensures that sales teams, operations teams, and partner functions can operate with accurate information and minimal process
friction.
The position reinforces data quality, strengthens compliance with internal standards, and ultimately supports improved customer and stakeholder experiences. Additionally, the role operates within the framework of the new Milestones system, which enables precise monitoring of SLAs, response times, and the actual time spent on each case across individual departments. Milestones provide full visibility into key operational indicators — such as First Response, Departmental SLA, and Overall SLA — enhancing process transparency, simplifying reporting, and supporting data driven decision making. The introduction of this system also significantly improves collaboration across operational, sales, and support teams, as full visibility into resolution times, handover points, and service quality allows other departments to receive more complete, accurately classified, and timely escalated cases. This reduces rework, minimizes delays, and ensures that the Pre-enablement specialist has a direct impact on maintaining high service standards and the overall efficiency of end to end workflows across the organization.
Why Planet :
Planet is an equal opportunity employer where diversity is valued, and all employment is decided based on qualifications, merit, and business need.
Come and grow your career in the most exciting, fast paced technology market, with a business that delivers feel-good connected commerce. We would love to hear from you – Apply now.
At Planet, we embrace a hybrid work model, with three days a week in the office.
Reasonable accommodations may be made in order to allow for an individual to perform the essential functions of this role successfully.