Enterprise Customer Success Manager (AEC)

As an Enterprise Customer Success Manager, you will own the relationship with a book of business containing our most strategic customers, and you will be responsible for adoption, retention, expansion and driving NRR within your book of business. Our ideal candidate will possess strong negotiation and consultative selling skills as well as experience in identifying customer needs, delivering value and managing enterprise relationships across many different stakeholders, including executives.

What You’ll Do

Manage our most strategic and complex accounts by building and maintaining strong and lasting relationships with decision makers and key stakeholders within client organizations while achieving upsell and expansion revenue targets through the use of consultative selling techniques

Maintain a thorough understanding of customer status, satisfaction, business condition, business projections, business requirements, personnel and leadership changes, system configuration, partner relationships, etc.

Investigate account’s organizational landscape and build relationships that expand our footprint and drive revenue

Lead strategic program development to plan for clients’ success, including project plan development and communication internally and externally on progress

Manage client expectations, assessing needs and determining levels of adoption of the Unanet platform across client project teams

Identify new revenue opportunities and drive increased engagement for new and existing clients

Provide best practices, coaching and training to customers to help them maximize value of working with Unanet

• Leverage domain and product knowledge to drive adoption and expansion opportunities
• Forecast and communicate at-risk customers and define retention strategies
• Prioritize customer requests to maintain a high degree of confidence and trust

Coordinate and manage commitments cross-functionally, leveraging subject matter experts to support customer requests

Provide updates and follow-ups to customers on outstanding issues, requests, and escalations

Coordinate regular account reviews, gathering and presenting status of customer goals, issues, and roadmap requests; produce reports that include data supporting the value delivered through utilization

Document and drive success plans for each customer

• Create advocates by ensuring customers achieve goals identified in success plans
• Develop creative solutions to support complex customer requirements
• Effectively multitask and manage multiple priorities simultaneously

Mentor newer team members helping to drive a customer-centric attitude in the Customer Success team and the wider organization

Handle complex requests and nuanced situations with extreme professionalism, quick execution, and a sense of urgency to uphold our reputation for excellent customer service

Your First 90 Days

First 30 Days: Immerse yourself in our Customer Success methodologies, product offerings, and internal processes. Build strong relationships with cross-functional stakeholders and begin engaging with the customers within your assigned book of business. Gain familiarity with Unanet’s customer health metrics, and complete the Customer Success onboarding program.

Within 60 Days: Establish relationships within your book of business and understand key customer success metrics. Proactively assess customer health, identify initial expansion opportunities, and begin building strategic account plans.

Within 90 Days: Confidently lead customer calls, facilitating value-based discussions and presenting actionable insights. Proactively manage at-risk customers, identify upsell opportunities, and ensure customers are progressing toward desired outcomes with strategic account plans in place.

Who You Are

• 8+ years of experience in Customer Success or Account Management in a B2B SaaS environment
• 5+ years of experience managing enterprise or strategic accounts

Proven experience managing complex customer relationships, including C-level executives, to drive adoption, renewals, and expansion

Experience working with executives, both internally and externally; comfortable owning the room and facilitating meetings and strategy sessions with several departments and stakeholders

Proactive and strategic thinker, capable of identifying upsell opportunities and mitigating risks early in the customer lifecycle

Excellent communication, negotiation, and presentation skills with a strong ability to influence and build rapport

A self-starter who is comfortable working in a fast-paced and rapidly growing SaaS company with a focus on proactive problem-solving

Ability to effectively collaborate cross-functionally, including with remote teams

Proficient with Salesforce and other Customer Success platforms (e.g., ChurnZero, Gainsight)

Strong organizational and strategic planning abilities, with a focus on upsell and expansion strategies

Ability to travel 25-30%

Bachelor’s degree preferred, but relevant experience will be considered in lieu of a degree

Differentiators

Experience in the Architecture, Engineering & Construction (AEC) vertical, with an understanding of its unique challenges and opportunities

Prior experience with ERP and/or CRM solutions

Our Values

• We are a Team. Employees, customers, and partners working together.
• We are Customer-Focused. Customers are the heart of everything we do.
• We are Driven. Seeking exceptional outcomes.
• We Own our Success. Every employee has a stake in our company.
• We do the right thing and have fun in the process.

The salary range for this opportunity is $116,450 – $141,750 per year. You will be eligible to earn commissions subject to commission plans and policies that may be in effect from time to time. You will further be eligible for employee equity as well as to participate in Unanet's employee benefits plans and programs. For more details on Unanet's benefits offerings, please visit https://unanet.com/employee-benefits.

Unanet is proud to be an Equal Opportunity Employer. Applicants will be considered for positions without regard to race, religion, sex, national origin, age, disability, veteran status or any other consideration made unlawful by applicable federal, state or local laws.