Role overview

Customer Success Manager

Requirements and responsibilities

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Details

  • Serve as the primary post-implementation relationship owner for a portfolio of Microvellum and INNERGY Engineering customers.
  • Develop trusted advisor relationships with executive sponsors, administrators, engineers, and end users.
  • Drive customer adoption through strategic business reviews, success planning, training recommendations, and proactive engagement.
  • Monitor customer health, identify risks, and develop action plans to improve customer outcomes and retention.
  • Partner with Technical Support and Professional Services to coordinate issue resolution and advocate for customer needs.
  • Identify opportunities for additional training, consulting, products, and services that help customers maximize their investment.
  • Collaborate with Sales on renewal and expansion opportunities while ensuring a seamless customer experience.
  • Capture customer feedback and partner with Product to influence future enhancements.
  • Maintain accurate customer health metrics, account plans, and activity within CRM.
  • Champion the voice of the customer across the organization.
  • High customer retention and renewal rates.
  • Strong adoption of Microvellum and INNERGY Engineering solutions.
  • Excellent customer satisfaction (CSAT) and relationship health.
  • Accurate forecasting of customer risk and growth opportunities.
  • Consistent executive engagement and strategic account planning.
  • Customers who become advocates for Microvellum, INNERGY Engineering, and INNERGY.
  • 3+ years of Customer Success, Account Management, Professional Services, or related SaaS experience.
  • Experience managing a portfolio of B2B customers.
  • Strong consultative communication and relationship-building skills.
  • Ability to manage multiple customer priorities in a fast-paced environment.
  • Excellent problem-solving and project coordination abilities.
  • Experience with CRM platforms such as HubSpot, Salesforce, or similar.
  • Bachelor's degree or equivalent experience preferred.
  • Experience in woodworking, millwork, cabinetry, manufacturing, CAD/CAM, ERP, engineering software, or construction technology.
  • Knowledge of Microvellum, INNERGY Engineering, or similar manufacturing and engineering software solutions.
  • Experience conducting executive business reviews and customer success planning.
  • Background partnering with implementation or technical teams.
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