Do you enjoy having responsibility for the growth and value delivered to your portfolio of clients? Are you motivated by working closely with clients to solve their challenges? Do you take pride in helping our clients succeed while constantly looking for opportunities to deliver value to them?

As a Customer Success Manager at Karbon, you’ll take ownership of your own clients. You’ll become an expert in the best practices of practice management and provide consultative advice, that will lead to scoping and leading successful projects to drive change. You’ll also function as a crucial link between our customers and the rest of your fellow Karbonites.

Some of your main responsibilities will include:

• Create and own a quarterly success strategy for your customer portfolio. The function of this will be to identify churn risks whilst looking for opportunities to maximize revenue with healthy accounts.
• Build strong relationships with your customers, use empathy to understand their challenges in order to become an expert at driving value with Karbon.
• Become a product expert for our Invoicing & Payments product and act as the regional resource to help train and manage customers through to adoption. You’ll proactively push adoption of our Invoicing & Payments product to targeted customers.
• Manage upcoming customer renewals
• Stay up to date with our Product Roadmap and promote, demo and relay information about upcoming features to customers
• Monitor customer health and usage metrics to work proactively
• Advocate for your customers internally and provide important customer insights to other departments such as Product, Sales and Support
• Key metrics will be Retention and Expansion, typically reported as Net Growth or NDR.

• Physically based in the US and confident working autonomously in a remote role, whilst be willing to travel occasionally to our customers offices to carry out site visits and attend events (approximately 5-10% of your time)
• Experience in a B2B SaaS enablement role (Success, Services, Consulting, Training, Account Management) with a track record of success
• (Preferable) A subject matter expert in the accountancy software market
• A strategic thinker who can play-to-win and you are comfortable carrying a target
• Great relationship building skills
• Excellent communication & presentation skills
• Tenacious – always looking for a better way to serve your customers, such as providing useful information or sharing best practice
• Curious – You want to know how the best accounting firms operate and love to share this insight far and wide in a consultative way
• Effective project management skills, including ability to manage resources on a cross-functional team

• Gain global experience across USA, New Zealand, UK, and Canada
• 4 weeks annual leave plus 5 extra “Karbon Days” off a year
• Flexible working environment
• Work with (and learn from) an experienced, high-performing team
• Be part of a fast-growing company that firmly believes in promoting high performers from within
• A collaborative, team-oriented culture that embraces diversity, invests in development, and provides consistent feedback
• Generous parental leave

Company Overview

TestPros is a successful and growing business, established in 1988 to provide Information Technology (IT) technical support services to a wide range of Commercial and U.S. Federal, State, and Local Government customers. Our capabilities include Program Management, Program Oversight, Process Audit, Intelligence Analysis, Cyber Security, Zero Trust, Resiliency, CMMC and NIST SP 800-171 Assessment and Compliance, NIST 800-53 ATO Compliance, Computer Forensics, Software Assurance, Software Testing, Test Automation, Section 508 and WCAG Accessibility Assessment, Localization Testing, Independent Verification and Validation (IV&V), Quality Assurance (QA), Compliance, and Research and Development (R&D) services.

TestPros delivers innovative independent IT assessment solutions to critical challenges facing the nation and the world.  We support the U.S. Federal Government and Commercial clients within the continental USA. TestPros is dedicated to making lives better, safer and more secure.

Job Summary

TestPros is seeking a self motivated Customer Success Manager (CSM) who can build strong client relationships, deliver value through our IT Services solutions, and drive client satisfaction across our growing base of Commercial and State/Local government customers. This role is critical to ensuring a smooth client journey, successful service delivery, and ongoing client success, and repeat business.

The CSM is a key player within the company. The successful candidate for this position will bring a thirst for knowledge and a strong work ethic.

This position requires a person who can perform in the following roles:

• Account Management
• Technical Staff Liaison
• Delivery Management
• Sales Support
• Contracts

We need someone who thrives in a small business environment and has experience and/or exposure with Microsoft apps (Word, Excel, SharePoint, etc.) and CRM systems such as HubSpot. The candidate must also be a strategic thinker who can help us craft and document technical solutions and processes in our proposals.

Responsibilities:

• Contribute to the successful delivery of a portfolio of consulting services and product implementation projects.
• Act as the primary point of contact for assigned clients, fostering long-term trusted relationships.
• Conduct Technical Scoping and Requirements Reviews with client stakeholders.
• Work with our Technical Experts to successfully deliver our services.
• Lead project status meetings and deliver associated reports.
• Help our customers align their IT initiatives with compliance frameworks (e.g., Section 508/WCAG, NIST 800-171, CMMC 2.0, PCI, HIPAA, etc.).
• Proactively identify customer needs and support growth opportunities.
• Work with our clients’ product development teams to establish accessibility and cybersecurity practices.
• Provide technical sales support through a consultative sales process.
• Participate in proposal development and reviews.
• Manage our customer contacts and fulfillment processes via tools such as HubSpot CRM.
• Provide timely responses to new and existing customer inquiries.
• Prepare and distribute meeting agendas.
• Assist with quarterly and yearly account planning, including projections and budgeting.
• Assist Account Managers with preparation for client meetings.
• Help our customers implement and enforce NIST 800-53 ATO, NIST 800-171 / CMMC, DFARs, and IT accessibility requirements (WCAG, Section 508).
• Develop, cultivate, and manage client relationships.
• Perform other duties as assigned.

Required Skills and Experience:

• U.S. Citizenship is required.
• Ability to learn quickly and apply your skills to this role.
• Applicants selected will be subject to a security background investigation and may need to meet eligibility requirements for access to classified information.
• Excellent customer relations and sales skills, with the ability to clearly communicate benefits and processes to prospective customers.
• High responsiveness to customer requests and inquiries.
• Customer/Account Management (Technical Sales) experience, including the ability to elicit customer requirements and develop Technical/Cost proposals to fulfill those requirements.
• Ability to learn to scope and price IT Security and IT Accessibility projects.
• Ability to learn proposal writing and proposal content contribution.
• Knowledge and experience in one or both of the following disciplines is a plus:
  • IT Security (specifically, NIST 800-171/CMMC and NIST 800-53)
  • IT Accessibility (specifically, Section 508, WCAG, ADA, etc.)
• Excellent verbal and written communication skills, self-starter, able to work independently, and experienced working in a small business environment with the ability to perform in various roles within a given workday.
• High proficiency with Microsoft Office, including advanced features of PowerPoint and Excel such as macros, pivot tables, and analysis.
• Strong organizational skills and attention to detail.
• Ability to prioritize and quickly adapt to changing priorities, with experience in creating, managing, and tracking key project management deliverables.
• Ability to thrive in a close-knit, friendly corporate culture dedicated to fostering personal career development with accessible senior corporate leadership and without micromanagement.
• Passion for work, a drive for learning new technologies and practices, and a commitment to continuous improvement.
• Ability to write and/or contribute to social media articles on technical subject matter.
• Bachelor’s Degree in Computer Science or a related technical discipline, or the equivalent combination of education, professional training, or work experience (preferred).

Benefits

TestPros offers a competitive salary, medical/dental/vision insurance, life insurance, disability insurance, paid time off, paid holidays, 401(k) retirement plan with company match, opportunities for professional growth, cell phone discounts, and much more!  All benefits are per TestPros current policies and are subject to change without notice.  Benefits are available to full-time employees only.​

EEO Statement

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, marital status, age, national origin, protected veteran status, or disability. VEVRAA Federal Contractor.

Mid Level

Job Description :  The customer Success Manager will play a key role in driving Customer Success, optimisation, and upselling of new business opportunities for customers by qualifying and nurturing customers in our rapidly growing business. 

Key Responsibilities: 

• Own overall relationships with assigned customers, which include: Increasing adoption, ensuring retention, and delivering satisfaction
• Manage customer life cycle & account management – from Sales Handover, Oversee & Ensure Timely Deployment, Consistent Engagement there-on building a Relationship 
• Escalation Management, Stakeholder Management (Internal & External), Co-ordination between Product Management, Support groups, and other Cross-Functional teams.
• Develop new and innovative ways to share relevant data and insights that are impactful to customers and tie back to their success drivers through operational reviews to key customer stakeholders as well as Strategic Business Reviews
• Provide best practices to help drive user behaviour and product adoption
• Proficient understanding of customer success concepts and Software as a Service. Conduct onboarding, training, and review call with customers through multiple customer journey stages.
• Discern opportunities for revenue growth and close cross-sell and upsell opportunities (independently or in partnership with cross-functional teams), and act upon possible problems

What makes you a great fit?

• You have 8+  years of experience in Customer Success Management working with a SaaS product and/or mid-market customers (mandatory).
• You are Proactive, a self-starter with attention to detail & an excellent Relationship Builder
• Act as a consultant by understanding your customer’s business needs and a trusted advisor to secure customer’s advocacy towards our organisation
• Possess Excellent Communication, Listening & Articulation Skills – Able to effectively converse with all levels of stakeholders & customers 
• Experience in analysing data, trends, and client information to identify product or growth opportunities in service of customer value
• Experience using customer success and CRM, analytics tools
• Comfortable working in a fast-paced and dynamic environment
• Strong work ethic and a team player, empathetic, highly responsive, curious, and energetic
• Product savvy – able to develop a strong understanding and technical knowledge in order to speak confidently to customers
• Bachelor’s degree or equivalent practical experience

We’re looking for a Customer Success Manager to lead our customer success team at Reincubate. You’ll work as part of our growing, fully-remote, and friendly team on the success of Camo, our app that helps people get incredible results with video.

Our customers include teams at Apple, Google, Facebook, Microsoft, and Amazon, the world’s top universities, VIPs around the world, and plenty of people who just want to look better online. Our work has been recognised by HM King Charles III, the NYT, WSJ, and the BBC.

This role is probably right for you if you’re energised by helping customers succeed, and care deeply about their experience. We’re looking for someone remote, working within GMT or CET timezones.

Here’s Aidan, Reincubate’s founder, talking about the role:

You will:

• Lead the customer success team to provide a delightful experience to our users 
• Own CS performance reporting, using metric analysis to drive insight and improvement
• Advocate for customers in our product roadmap and our internal and external testing 
• Optimise use of CS tools, processes, and systems to provide better internal data, better service, and to maximise team capacity through efficiencies and self-service options 

We will:

• Help you set up and contribute to a productive working environment, wherever you are: delight builds on delight
• Give you autonomy in your work, we trust you to solve hard problems well
• Help you settle into your role, manage your responsibilities, and grow as a member of the team: progress comes through sustainable growth
• Provide a space for you to share your opinions and ideas on any topic; integrity and openness are bedrocks of how we interact with one another and our users
• Provide excellent benefits: 25 days’ paid vacation, flexible hours, remote work, share options, healthcare, matched pension contribution, home-office & professional development allowances

You might suit this role if you:

• Have strong organisational and communication skills
• Are engaging, energising and empathetic
• Have a passion for great product experiences; friction, poor design, and unnecessary complexity irritate you
• Ideally, you’ll have management experience running a Customer Success team, but we’re more interested in your future than your past
• Relate to our values: creating delight, “it just works”, sustainability, and integrity

You’ll maximise your chances when applying if you:

• Include a CV that gives us a great idea of who you are and what you’re about
• Take a little time to look at who we are, and what we’re looking for (see reincubate.com/about)
• Share any evidence of you doing the sort of things we’re looking for in your cover letter 
• We recommend not using AI to write your application; this tends to result in similar-looking applications that make it harder for us to learn about you (we don’t use AI in screening applicants, a real person reads every application)

At Affinity, we’re passionate about our customer’s success and looking for strategic, results-driven CSMs. Your job will combine commercial leadership and customer advocacy. You will drive renewals while working closely with our clients to understand and address their business needs. This role is highly cross-functional, and you will regularly interface with our sales, product, and engineering teams to ensure we place our clients’ concerns above everything else. We hope you’re excited about the prospect of shaping the customer experience at Affinity!

What will I be doing?

• Own a book of Affinity’s Mid-Market customers driving renewals and upsell for these accounts.
• Serve as a Customer Advocate: build a strategy to manage the engagement and success of our clients.
• Act as a trusted advisor to our customers to drive broad product adoption and ensure they reach a high level of satisfaction with the product.
• Become a product expert: Develop best practices to share with clients, helping them best leverage Affinity’s full functionality.
• Interface closely with sales, support, product, and engineering teams to share client feedback, resolve escalations, deliver outstanding client experiences, and directly impact the product roadmap.

Qualifications:

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every qualification. At Affinity, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your past experience doesn’t perfectly align with the qualifications above, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Required

• 5+ years of experience as a Customer Success Manager, Account Manager, or similar role.
• Proven track record of achieving commercial targets and goals, preferably in an enterprise SaaS setting.
• Experience managing accounts and renewals, upsell opportunities, and identifying growth opportunities
• You have excellent interpersonal skills with a history of building strong business relationships.
• You’re an influential communicator with experience presenting to small and large audiences.
• You’re proficient in organization, account prioritization, and time management.
• Ability to orchestrate cross-functional resources to ensure the success of your clients.
• You are excited by the startup environment; you want to contribute to fine-tuning the structure and process to scale the customer success team.
• Thrive in dynamic, fast-paced environments, embracing ambiguity and helping shape foundational strategies.

Location: San Francisco, CA, Austin, TX, or New York (preferred)

• We live our values: As owners, we take pride in everything we do. We embrace a growth mindset, engage in respectful candor, act as playmakers, and “taste the soup” by diving deep into experiences to create the best outcomes for our colleagues and clients.
• Health Benefits: We cover your medical, dental, and vision insurance premiums with comprehensive PPO, HDHP and HMO options (in CA), and offer flexible personal & sick days to support your well-being.
• Retirement Planning: We offer a 401(k) plan to help you plan for your future.
• Learning & Development: We provide an annual education budget and a comprehensive L&D program.
• Wellness Support: We reimburse monthly for things like home internet, meals, and wellness memberships/equipment to support your overall health and happiness.
• Team Connection: Virtual team-building activities and socials to keep our team connected, because building strong relationships is key to success.

Please note that the role compensation details below reflect the base salary only and do not include any variable pay, equity, or benefits. This represents the salary range that Affinity believes, in good faith, at the time of this posting, that it will pay for the posted job.  

A reasonable estimate of the current range is $75,000.00 – $125,000.00 USD Base. In addition, this position is also eligible to receive Commission based on departmental KPIs. Within the range, individual pay is determined by factors such as job-related skills, experience, and relevant education or training. 

The construction industry is facing a severe labor shortage. The industry is at an inflection point where they must reimagine talent and modernize their people strategy. Bridgit is the category leader for workforce planning and working with the largest and most sophisticated US general contractors. Although we have continued to gain traction since launching in 2019, there is significant opportunity ahead as we continue to innovate and broaden our offering. 

As a Customer Success Manager, Enterprise, you will be responsible for building strong relationships with key stakeholders, ensuring customers achieve meaningful outcomes, and expanding their partnership with Bridgit. You’ll collaborate closely with cross-functional teams to advocate for your customers, drive product adoption, and help shape scalable success strategies.

You can expect to:

• Lead the post-sale customer journey, from onboarding through renewal and expansion.
• Act as the strategic advisor and advocate for your customers’ goals and needs.
• Collaborate internally across Sales, Product, Support, and Onboarding to deliver a seamless customer experience.
• Deliver measurable impact by driving adoption, retention, and customer growth.

What you will bring

• Current and future Bridgitrons embody these core values:
• Build Together, Win Together:  Committed to pursuing the best outcomes and advancing toward shared goals. When faced with challenges, they maintain composure and reliability and work as a team.  Proactively remove roadblocks to maintain momentum and achieve goals.  As a team, they embody a solution-oriented attitude and drive to win.
• Take Action, Drive Impact:  Ensure efforts contribute directly to goals.  Step up and offer innovative solutions to overcome obstacles and improve processes.  Leverage the ability to think independently and strategically.  Navigate uncharted territory effectively while also laying a foundation for sustainable growth and success.  
• No Grit, No Pearl: Embrace the gritty aspects of the journey to success.  Pitch in wholeheartedly and recognize that no task is beneath us when it contributes to Bridgit’s collective success.  Believe that confronting ambiguity or adversity with determination, not only strengthens resilience but also fosters growth, driving continuous improvement and achievement.

Does that sound like you? Great! Here’s what we’re looking for:

As a Customer Success Manager, Enterprise, you’ll be the strategic partner for some of Bridgit’s largest and most complex customers. You’ll work closely with key stakeholders to drive adoption, deliver meaningful outcomes, and ensure long-term success with our solutions. Acting as the primary point of contact, you’ll bring a consultative approach to guiding customers through every stage of their journey—from onboarding to expansion.

What You’ll Do:

• Act as a trusted advisor to enterprise customers, aligning their business goals with the value Bridgit provides.
• Support a structured and high-touch onboarding process, setting the foundation for long-term success.
• Drive product adoption and engagement strategies tailored to each customer’s unique needs and operating model.
• Proactively identify risks and opportunities within accounts and develop action plans to address them.
• Facilitate strategic business reviews that highlight impact, encourage alignment, and reinforce value.
• Partner cross-functionally with Product, Sales, and Support to ensure a seamless customer experience and advocate for customer needs.
• Support the renewal strategy and partner with Sales to identify and support expansion opportunities.
• Monitor key account metrics and usage trends to keep goals on track and surface insights.

What We’re Looking For

Must-Haves:

• 5+ years in Customer Success, Account Management, or a similar customer-facing role—ideally within a high-growth SaaS environment.
• Proven success managing enterprise accounts, including navigating complex stakeholder relationships and driving strategic outcomes.
• A proactive problem-solver who doesn’t wait for someone else to notice an issue—you’re quick to raise your hand, suggest improvements, and take ownership of building a solution.
• Deep customer empathy with a track record of strengthening relationships and delivering impact—you’re always looking for ways to create value.
• Strong organizational and project management skills with the ability to prioritize, stay ahead of deadlines, and manage multiple initiatives at once.
• Experience using customer data to drive conversations, engagement strategies, and decision-making.

Nice-to-Haves:

• Experience working with midmarket or enterprise customers in construction, project management, or related tech industries.
• Familiarity with tools like Salesforce or other CRMs.
• A passion for improving how things work—you enjoy building repeatable processes and workflows that help teams scale efficiently.

Who You Are:

• Highly organized and detail-oriented—you don’t let things slip through the cracks.
• A natural problem-solver who thrives on turning challenges into actionable solutions.
• An excellent communicator who can simplify complex topics and tailor your message to your audience.
• Collaborative by nature—you work well across teams and bring others along with you.

We believe that creativity, enthusiasm, and drive are the keys to success. We recognize that many of the skills we’ve developed over our careers are often transferable. If you’re not sure you meet every qualification but feel you have other experience relevant to the role, we encourage you to apply.

What you will enjoy:

• A collaborative, autonomous environment where you can make an impact quickly
• A culture that encourages innovation and professional growth
• Competitive salary and equity options
• Perks and benefits including unlimited vacation, 4-hour Fridays

Bridgit values diversity and believes that our strength comes from including the perspectives of all kinds of contributors. We encourage people from underrepresented communities to apply, including racial minorities, 2SLGBTQIA+, and those with disabilities. Accommodations are available during all stages of the recruitment process, please advise us of any needs as required.

About us: Founded in 2012, Bridgit is a privately held Series B company, having raised over $43.5 million CAD in funding, from investors like Camber Creek, Export Development Canada, Salesforce Ventures, Storm Ventures, and more.

Bridgit is workforce intelligence for the construction industry. Our mission is simple – to help the trillion dollar construction industry maximize profits and reduce risk by taking a people-first approach. We are, and always have been, driven by the want to disrupt and transform construction.

Bridgit is a Series B company, having raised over $43.5 million CAD in funding, from investors like Camber Creek, Export Development Canada, Salesforce Ventures, Storm Ventures, and more.

We offer a remote-first environment with flexible working hours as well as options for working locations. Make an impression, make an impact.

Business Operations – Full Time – Remote

OXIO is the world’s first telecom-as-a-service (TaaS) platform. We are democratizing telecom and making it easily accessible for brands and enterprises to fully own and operate proprietary mobile networks designed to support their own customers needs. Our TaaS solution combines multiple existing networks into one single platform that can be seamlessly managed in the cloud as a modern SaaS offering. And it gets better – with full network access comes unparalleled business intelligence and insights to help enterprises better understand customer and machine (M2M) behavior. With a continuous focus on innovation, any company can build a powerful telecom presence with OXIO, and in addition help them glean unique customer insights like never before.

For this position, OXIO is looking for a Customer Success Manager  who is skilled in overseeing the company’s relationship with its most important customers. We are looking for an independent and resourceful individual who is passionate about sales and has a keen interest and curiosity in business. You will be responsible for obtaining and keeping long-term key customers by understanding their requirements. The job requires building strong relationships with strategic clients and maintaining them. You will be able to identify needs and requirements to promote our company’s solutions and achieve satisfaction for both parties, as well as contribute to maintaining and growing our business to achieve long-term success. 

• Promoting OXIO services in assigned client portfolio

• Developing strategies to increase penetration of OXIO services in assigned clients

• Working closely with your client to always have an accurate up-to-date revenue forecast

• Establishing and managing your clients’ SIM forecast

• Promoting value-added services to increase share of wallet in the assigned client portfolio

• Establishing anti-churn strategies

• Achieving sales objectives

• Develop trust relationships with a portfolio of major clients to ensure they do not turn to the competition

• Acquire a thorough understanding of key customer needs and requirements

• Ensure the correct products and services are delivered to customers in a timely manner

• Serve as the link of communication between key customers and internal teams

• Resolve any issues and problems faced by customers and deal with complaints to maintain trust

• Plan and execute Quarterly Business Reviews by coordinating with Senior Executives on both the client and OXIO’s side

• Play an integral part in generating new sales that will turn into long-lasting relationships 

• Prepare regular reports of progress and forecasts to internal and external stakeholders using key account metrics

• Oversee the billing process for your clients, making sure that invoices are accurate and comply with contracts

• Responsible for timely payment collection from your portfolio, assuring a smooth and efficient invoice to payment process

• Previous experience as key account manager, preferably in a Telecom or technical SaaS environment

• Experience in Sales and providing solutions based on customer needs

• Strong communication and interpersonal skills with aptitude in building relationships with professionals of all organizational levels

• Excellent organizational skills

• Ability in problem-solving and negotiation

• BSc/BA in Business Administration, Sales or other relevant fields

• Experience leading Customer Experience transformation work or Customer Success programs

• Experience building positive relationships and influencing others

• Success leading and coordinating teams to ensure perfect engagements with clients, partners, and sales teams

• Ability to shift from developing high level strategies to effective execution, influencing at every level and driving decisions through appropriate collaboration

• Can suggest/explain OXIO technologies and solutions, able to convey sophisticated ideas in a clear, concise manner

• Motivates, encourages and continually develops team members while managing conflict effectively

• Experience creating and understanding KPI reports while being able to interpret business insights to drive decision making

• Ability to forecast based on historical data to provide the company with an outlook of expected sales in the coming years

• Fluent in Spanish and English

• Competitive salary and stock option incentive program

• Company paid healthcare

• Flexible work arrangements

• Company sponsored team-lunches and company retreats

• International organization that enables you to work across boundaries, travel to different locations, and enjoy the dynamics of a rapidly growing startup

• A diverse and inclusive team.

• We welcome applicants from all backgrounds to apply regardless of race, ethnicity, age, disability status or other defining characteristics.

About Cupix 

Cupix is a cutting edge technology company revolutionizing the way we experience visual content with the most flexible and easy-to-deploy 3D digital twin platform. The Cupix platform enables users to capture their site in 3D with a 360 camera, then leverage cloud-based tools for remote navigation, 4D documentation, analysis and collaboration. We are looking for a skilled and enthusiastic Customer Success Manager to join our team.

Your Responsibilities: 

We’re seeking a Customer Success Manager to build, retain, and expand our customer base. In this role, you will work closely with our Account Executives and Technical Account Managers, applying best practices and solutions to ensure our customers are set up for success and achieve their individual business goals and objectives. 

As a successful Customer Success Manager, you will use your consultative mindset to leverage Cupix’s technology solutions within the industries we serve. You’ll be instrumental in creating long-lasting partnerships and delivering custom ROI analysis for your customer base. 

You’ll report to the Director of Customer Success. 

• Become a Cupix product expert. 
• Understand the goals and objectives of new customers and translate those needs appropriately through the implementation and onboarding process. 
• Clearly communicate setup requirements and expectations with customers and key stakeholders. 
• Train customers on Cupix software products, capabilities, and best practices to simplify adoption and align expectations. 
• Troubleshoot technical issues as the first point of contact for customers.
• Record customer needs, requests, and questions in our CRM system and communicate them to key internal stakeholders.
• Leverage feedback for continuous improvement to the onboarding process and training materials. 
• Gain a strong understanding of best practices relevant to retaining and growing customers within a personal portfolio while mitigating risk. 
• Build trust and create meaningful relationships among champions and key executives within each customer. 
• Ensure customers understand the value Cupix delivers to their business by conducting virtual or on-site use case reviews that mirror their business goals and objectives. ● Identify and forecast risk as well as growth opportunities within the portfolio. ● Identify product improvements or new products by staying current on customer needs, industry trends, market activities, and competitor developments. 

• This position requires 20% or more travel to client sites and more! 

Your Qualifications: 

• A bachelor’s degree is required 
• 5+ years of construction experience, preferably with B2B software companies focusing on architectural design, construction, facility management, or the 3D reality capture industry. 
• Demonstrated and recent direct experience with the process, workflow, and use of AEC software solutions such as Autodesk Revit, Navisworks, and ACC is preferred. 
• Experience with 4D simulation software (Navisworks & Synchro) and 5D quantification software (Assemble Systems) is a plus.
• Experience with reality capture and photogrammetry. 
• Deep understanding of value drivers in recurring revenue business models ● Goal and results-oriented, optimistic, smart, value-added mindset, proactive, and easily adapts to change. 
• Experience with CRM systems is a plus. 
• Ability to develop trusted relationships. 
• Experience at a high-growth startup is a plus. 
• Highly organized, with strong attention to detail. 
• Analytically driven with skills to use data and metrics. 
• Collaborative team player and self-starter. 
• Excellent written and oral communication skills. 
• Ability to manage multiple priorities at the same time. 
• Growth mindset – desire to continue to improve, simplify, scale new and existing processes, and professional growth.

Why Join Cupix?

• Opportunity to Shape the Future: Be part of a pioneering company that is transforming the way businesses interact with their physical spaces.
• Cutting-Edge Technology: Work with state-of-the-art technology and innovative products.
• Collaborative Culture: Join a team of passionate and talented individuals who are dedicated to delivering exceptional results.
• Competitive Compensation and Benefits: Enjoy a competitive salary, comprehensive benefits package, and opportunities for professional growth.

Perks and Benefits:

Our employees enjoy a robust benefits package that includes:

• Comprehensive health coverage (medical, dental, and vision)
• Generous paid time off, including vacation, sick leave, and company holidays, plus a special day off for your birthday!  
• Life and AD&D insurance
• Short-term and long-term disability coverage
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options
• Parental leave
• 401(k) retirement plan

Salary range: $90,000 to $100,000

Cupix is an Equal Opportunity Employer.

The market for employee benefits is broken. Companies spend millions annually on employee benefits that employees neither value nor regularly use. Founded in 2017, Forma set out to build a better model by challenging traditional one-size-fits-all approaches.

Forma’s flexible benefits software helps companies offer competitive benefits packages while reducing costs and inefficiencies, by giving employees more choice and flexibility in how they spend their benefit allowances. The platform also saves HR professionals countless hours managing and supporting various point solutions.

Using Forma, companies can select from a suite of products that include Lifestyle Spending Accounts, Health Spending Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, and more to design and deliver customized benefits programs–all through a single platform. Employees then have three choices to spend account funds: The Forma Store with discounted products and services, The Forma Visa Card, or claim reimbursement backed by Forma’s world-class member support team.

Forma has helped hundreds of the world’s most admired companies, including Stripe, Zoom, Lululemon, and Affirm, design and support flexible, inclusive benefits programs for nearly a million employees. And, we are seeing great success with 75 NPS, and 98 CSAT ratings from members.

Forma is backed by Emergence Capital and Ribbit Capital and has received numerous awards for its exponential growth, its software innovation, and as a “Great Place to Work.” 

As a Customer Success Manager, you will be responsible for ensuring the success and satisfaction of a portfolio of 30+ commercial and enterprise accounts. Your primary goal is to foster strong relationships with customers, ensuring they are getting the most value from our products/services. You will work closely with our support and operations teams to resolve customer issues and play a key role in driving satisfaction. You will also collaborate with the Account Management team to ensure smooth handoffs for renewals and growth opportunities. 

• Manage a portfolio of 30+ commercial and enterprise customer accounts, focusing on ensuring their success and satisfaction with our products/services.

• Serve as the primary point of contact for customers, building strong, lasting relationships and understanding their needs and objectives.

• Drive product adoption and ensure customers are leveraging our products effectively to achieve their goals.

• Conduct regular business reviews, providing insights and metrics to track customer success and identify areas for improvement.

• Collaborate with support, operations, and product teams to address customer requests and enhance their experience.

• Own account administration for your book of business, including: keeping CRM up to date, communicating to customers regarding contracting, invoicing, and product changes.

• Gather and analyze customer feedback to identify trends and areas for product/service improvements, sharing insights with internal teams 

• Work closely with the Account Management team to ensure smooth transitions for renewals and help grow existing business by providing them with qualified leads.

• Be a team player: participate in team meetings, training sessions, and key initiatives to improve overall CS efficiency and deliver an exceptional customer experience.

• 2-5 years of experience in customer success, account management, business development or a related customer-facing role.

• Strong interpersonal and communication skills, with the ability to build rapport and trust with customers.

• Excellent problem-solving abilities and a proactive approach to addressing customer needs.

• Ability to work collaboratively with cross-functional teams, including support and operations.

• Highly organized with strong time management skills and the ability to manage multiple accounts and priorities simultaneously.

• Familiarity with Salesforce or other customer success tools is a plus.

• A customer-centric mindset with a passion for delivering exceptional customer experiences.

• Ability to handle and deescalate challenging situations with professionalism and empathy.

• Remote-first working environment

• Medical, dental and vision insurance plans

• Employee wellness program

• Home Productivity program

• Team building program

• 401(k) savings plan

• Flexible PTO policy

• 12 weeks Parental Leave + 4 additional weeks for the Birthing Parent

At Forma, we value diversity, and always treat all employees and job applicants based on merit, qualifications, competence, and talent. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Duties and responsibilities may not all be covered in the description, or may change over time at the discretion of Forma. You’re encouraged to apply even if your experience doesn’t precisely match the job description. Your skills and passion will stand out—and set you apart—especially if your career has taken some extraordinary twists and turns. At Forma, we welcome diverse perspectives, and people who think rigorously / aren’t afraid to challenge assumptions. Join us!