Team Overview
The AEC Customer Success team builds and scales reality capture programs for contractors and designers. We focus on customer health, long‑term relationships, and revenue retention/expansion, working closely with Sales, Solutions, Services, Product Support, and Product Management.
Remote, work‑from‑home role based in the United States.
Manage a portfolio of ~70+ mid‑market AEC customers, with clear ownership for health, adoption, retention, and growth.
Build and execute account plans that achieve portfolio‑level revenue growth (target ~20% YoY) and strong net/gross retention.
Lead onboarding and early lifecycle motion to ensure rapid time‑to‑value and establish core workflows and training.
Monitor usage and health signals; intervene early to address adoption gaps, risks, and new opportunities.
Co‑own renewals with Sales: forecast, prepare and run reviews, and drive timely execution of contracts.
Identify and qualify expansion opportunities (license growth, new units, add‑ons) and partner with Sales to close them.
Act as a trusted advisor on reality capture workflows and program design for AEC customers.
Represent the voice of the customer to Product, Support, and Services, providing structured feedback and use‑case insight.
Coordinate with Support and Services to resolve issues quickly and maintain confidence in the platform.
3+ years in B2B Customer Success, Account Management, or similar customer‑facing SaaS role.
Proven track record managing and growing a defined book of business (retention + expansion).
Experience handling a sizeable portfolio (dozens of accounts) with structured planning and documentation.
Strong consultative, data‑driven approach to customer engagement and value realization.
Excellent written and verbal communication skills across field users, operations, and executives.
Experience working cross‑functionally with Sales, Product, Marketing, and Support.
High CRM discipline and habit of clear, timely documentation.
Background or strong interest in AEC and/or jobsite technology preferred.
Comfortable with tools such as Salesforce, Gong, and ticketing/collaboration platforms.
Willing and able to travel domestically ~15–20%.
Direct impact on how leading AEC customers deploy drones, 360 capture, and AI on real projects.
Clear ownership of a meaningful mid‑market book with visible revenue and retention targets.
High‑autonomy, high‑support CSM team invested in experimentation, shared playbooks, and peer learning.
Daily collaboration with Sales, Solutions, Services, and Product on strategic accounts and programs.
Defined growth path toward Senior CSM for proven high performers.