Company Overview
This company provides 3D design, engineering, and manufacturing solutions, supporting customers with software platforms, SaaS adoption, renewals, and long term account growth. The role is part of a Customer Success team focused on helping customers adopt products, maximize value, and maintain strong business relationships.
Position Summary
We are looking for a Customer Success Manager to support and guide assigned customer accounts through the full customer lifecycle, including new product awareness, SaaS activation, adoption, expansion, and renewals.
This role is relationship focused and account driven. The Customer Success Manager will act as the main strategic partner for a customer portfolio, helping customers maximize the value of their solutions while supporting long term loyalty, retention, and revenue growth.
Responsibilities:
- Serve as both a strategic partner and dedicated account manager for assigned customers.
- Own the full account relationship, guiding customers through new product purchases, SaaS activation, adoption, expansion opportunities, and renewals.
- Manage a customer base through the full customer relationship cycle, including expansion, subscription management, renewals, and related account activities.
- Work toward monthly and annual targets by achieving KPIs and revenue goals.
- Partner closely with internal teams and collaborate with colleagues to provide customer support and account guidance.
- Conduct monthly business reviews with customers.
- Convert quotes into sales orders.
- Process credit card payments.
- Create renewal quotes in Salesforce.
- Coordinate customer onboarding with the internal office team.
- Maintain Salesforce hygiene, including contacts, activities, opportunity stages, and forecasts.
Requirements:
- Experience in customer success, account management, customer relationship management, renewals, sales support, or a similar client facing role.
- Ability to manage assigned customer accounts through adoption, expansion, renewals, and ongoing relationship management.
- Experience working with KPIs, revenue targets, customer follow up, and account growth activities.
- Strong communication skills and ability to build customer relationships.
- Ability to collaborate with internal teams and support customer needs across different stages of the account lifecycle.
- Experience conducting business reviews or structured customer check ins.
- Comfortable working with CRM systems, especially Salesforce.
- Ability to manage quotes, renewals, customer information, and follow up tasks with attention to detail.
- Customer focused mindset with interest in helping clients adopt and get value from software or SaaS solutions.
Nice to Have:
- Experience with SaaS, software, engineering, manufacturing, design, or technical solutions.
- Experience supporting renewals, subscriptions, customer onboarding, or expansion opportunities.
- Experience using Salesforce for opportunity tracking, forecasting, activities, and customer account management.
- Interest in working in a role that combines customer success, account management, and revenue support.
Job Type: Full-time
Pay: $25,000.00 - $30,000.00 per month
Work Location: Remote
