FP&A Customer Success Manager

🏢 Summary: Remote Partnerships Manager role focused on building and scaling ERP and NetSuite VAR partnerships to drive referral and reseller revenue growth. The position involves managing the full partnership lifecycle, co-selling initiatives, partner enablement, and cross-functional go-to-market collaboration in a fast-growing finance technology environment. 🗂️ Requirements: 3+ years of experience in alliances or business development, Experience managing ERP and NetSuite VAR partnerships, Proven ability to drive partner-sourced revenue, Established network within the NetSuite ecosystem, Experience with co-selling and partner enablement, Ability to build scalable go-to-market playbooks, Strong communication and negotiation skills, Experience working in high-growth environments, Bachelor's degree 📃 Skills: NetSuite, ERP, VAR, FP&A, SaaS, CRM, Finance 🏢 Description: Come build the future of finance with Datarails. We're a global, AI-powered FinanceOS company helping finance teams transform the way they work. By combining intelligent automation, AI, and seamless integrations with the tools finance teams already know and trust, we empower organizations to make faster, smarter decisions with confidence. We are looking for a Partnerships Manager to grow partnerships strategy with ERP providers and VARs. This role is responsible for identifying, closing, and scaling revenue-generating alliances. The ideal candidate will bring 3–5 years of experience in partnerships, spanning both strategic enterprise collaborations and hands-on partner management. The role requires deep experience partnering with NetSuite and NetSuite VARs, with a proven network and commercial acumen to drive channel growth through resellers and revenue share partners. This position is 100% remote-based anywhere in the United States. No sponsorship or relocation assistance is available. Quick Facts • Remote position based in the United States • Base salary range: 90k - 100k USD annually • Meaningful equity offered • 401(k) with up to 4% match What You'll Do • Build and manage relationships with ERPs and resellers in North America to generate high-quality referrals and revenue opportunities • Identify, negotiate, and formalize partnerships with key Value Added Resellers for NetSuite • Lead the full lifecycle of partnerships from sourcing and onboarding through enablement, growth, and retention • Support internal teams aligned with partnership growth • Collaborate effectively with account executives, solutions consulting, and customer success teams • Become a product expert and deliver tailored demos that educate partners • Transition new partners from signed agreements to active, revenue-generating engagement • Drive measurable revenue outcomes through referrals and reseller models • Collaborate with Sales, Marketing, Legal, and Product teams on go-to-market initiatives • Develop and execute co-marketing strategies including events, webinars, campaigns, and case studies Requirements • 3+ years of experience in alliances or business development at fast-growing startups • Experience with ERP and NetSuite VAR partner ecosystems • Strong commercial instincts and ability to drive partner-sourced revenue • Established network across the NetSuite landscape • Skilled in co-selling, partner enablement, and scalable GTM playbooks • Comfortable working in high-growth and ambiguous environments • Excellent communication, negotiation, and stakeholder management skills • Strong executive presence and relationship-building skills • Ability to engage both technical audiences and C-level stakeholders • Strong planning and analytical skills • Experience partnering with senior business leaders to deliver solutions • Bachelor's degree • Familiarity with FP&A and finance technology solutions is an advantage What We Offer • Collaborative and team-oriented work environment • Flexible work schedule aligned with local time zone • Long-term growth opportunities • Meaningful equity • 401(k) plan with employer match • HSA and FSA options • Fully paid medical, dental, and vision coverage for employees • Medical, dental, and vision coverage support for dependents • Vision reimbursement through XP Health • Calm app membership • Paternity leave • Flexible unlimited sick time and PTO • 12 paid company holidays • Life insurance • CPA/CFA license renewal reimbursement Datarails is an equal opportunity employer committed to building a diverse and inclusive workplace. Equal employment opportunities are provided to all employees and applicants in compliance with applicable laws.

🏢 Summary: Lead and scale the Customer Success function by managing Enterprise and Scaled segments, building a unified account health framework, and driving proactive retention through data-driven processes. The role focuses on operationalizing CS playbooks, implementing health scoring systems, and mentoring a high-performing CS team. This is a remote leadership position with comprehensive benefits and growth opportunities. 🗂️ Requirements: 2+ years managing a Customer Success team or 4+ years as Senior/Lead CSM, Experience managing Enterprise (high-touch) and Scaled/Digital CS segments, Experience using CRM, BI tools, or Excel to track account health and predict churn, Ability to design and implement scalable CS processes, tools, or playbooks, Experience managing team performance using KPIs 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, Slack, Automation, DataVisualization 🏢 Description: About the Role As the Manager of Customer Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to our high-volume Scaled segments. Reporting to the Director of Customer Success, you will be the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize our CS operations by building a unified "Account Health" framework that works for every customer, regardless of size. You will lead a supportive, high-trust team and provide the strategic structure needed to turn informal knowledge into repeatable, data-driven playbooks that drive global retention. You Are - You understand that an Enterprise lead needs a different "touch" than a high-volume user, and you know how to build systems for both. - You dive into data to find trends, churn risks, and expansion opportunities. - You can coach a CSM through a high-stakes executive presentation and help optimize an automated email sequence. - You thrive in ambiguous environments and turn messy data into structured processes. You Will - Segment the strategy by defining and iterating engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers. - Develop a standardized Account Health Scoring system across 1,000+ accounts. - Transition informal collaboration into a structured internal knowledge base and formal playbooks. - Use leading indicators to trigger proactive retention efforts. - Manage day-to-day CS team performance using clear KPIs. You Have Must Have: - 2+ years of experience managing a Customer Success team or 4+ years as a Senior/Lead CSM. - Proven experience managing both Enterprise and Scaled/Digital segments. - Experience using data (CRM, BI tools, or Excel) to track health, predict churn, and report on performance. - Ability to design and scale processes, tools, or workflows. - High emotional intelligence and coaching-oriented leadership style. Nice to Have: - Ability to work with advanced data visualization tools. - Experience selecting or implementing a CS platform (e.g., Gainsight, Vitally, ChurnZero). - Experience with the automotive industry. Interview Process 1. Initial Screen – 30 min 2. Hiring Manager Interview – 60 min 3. Case Study Assessment – 45 min Problem Solving Exercise – 60 min 4. Cross-Functional Interview – 30 min Completion of the Wonderlic Assessment (20–30 min) is required before the end of the process. We Offer - 100% remote work environment - Medical, Dental and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous Parental Leave - FSA and HSA options - 401(k) - Growth & Wellness Stipend - WFH Equipment - Collaborative, high ownership culture - Opportunities for development and career growth

🏢 Summary: Leadership role overseeing Customer Success Managers across enterprise and scaled segments, focused on building scalable account health frameworks and driving proactive retention. The position blends strategic operations, data-driven decision making, and team mentorship to improve customer outcomes and global retention. Fully remote role with comprehensive benefits and growth opportunities. 🗂️ Requirements: 2+ years managing a Customer Success team or 4+ years as Senior/Lead CSM, Experience managing Enterprise and Scaled/Digital customer segments, Experience conducting QBRs and multi-stakeholder account management, Proficiency using CRM, BI tools, or Excel for health tracking and churn prediction, Experience designing and implementing scalable processes or workflows, Ability to define KPIs and manage team performance, Experience implementing or using Customer Success platforms 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, DataVisualization, Automation, KPI, AccountHealthScoring 🏢 Description: About the Role As the Manager of Customer Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to high-volume Scaled segments. Reporting to the Director of Customer Success, you will act as the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize Customer Success operations by building a unified "Account Health" framework that works for every customer, regardless of size. You will lead a supportive, high-trust team and provide the strategic structure needed to turn informal knowledge into repeatable, data-driven playbooks that drive global retention. You Will Segment the Strategy: - Define and iterate on the engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers to maximize efficiency. Build the Health Engine: - Develop a standardized Account Health Scoring system that identifies risk across the entire 1,000+ account base. Operationalize the Knowledge Base: - Transition the team from informal collaboration to a structured internal knowledge base and formal playbooks. Drive Proactive Retention: - Use leading indicators to trigger outreach before a customer is at risk. Mentor & Measure: - Manage the day-to-day performance of the Customer Success team using clear KPIs to drive accountability and professional growth. You Have Must Have: - 2+ years of experience managing a Customer Success team or 4+ years as a Senior/Lead CSM. - Proven experience managing high-touch Enterprise accounts (QBRs, multi-stakeholder navigation) and Scaled/Digital segments (automation, mass communication). - Experience using data (CRM, BI tools, or Excel) to track health, predict churn, and report on team performance. - Ability to design scalable processes and successfully implement new tools, workflows, or playbooks. - High emotional intelligence with a coaching-first management style. Nice to Have: - Ability to work with advanced data visualization tools. - Experience selecting or implementing a Customer Success platform (e.g., Gainsight, Vitally, ChurnZero). - Experience with the automotive industry. Interview Process 1. Initial Screen – 30 minutes 2. Hiring Manager Interview – 60 minutes 3. Case Study Assessment – 45 minutes Problem Solving Exercise – 60 minutes 4. Cross-Functional Interview – 30 minutes Completion of the Wonderlic Assessment (20–30 minutes) is required before the end of the process. We Offer - 100% remote work environment - Medical, Dental, and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous Parental Leave - FSA and HSA options - 401(k) - Growth & Wellness Stipend - WFH equipment - Collaborative, high ownership culture - Opportunities for development and career growth

🏢 Summary: Leadership role overseeing Customer Success Managers across enterprise and scaled segments, focused on building scalable account health frameworks and driving proactive retention. The position blends strategic operations, data-driven performance management, and team mentorship in a SaaS environment. The goal is to standardize processes, implement health scoring systems, and improve global customer retention. 🗂️ Requirements: 2+ years managing a Customer Success team or 4+ years as Senior/Lead CSM, Experience managing Enterprise (high-touch) and Scaled/Digital (tech-touch) accounts, Experience conducting QBRs and managing multi-stakeholder accounts, Proficiency using CRM, BI tools, or Excel for health tracking and churn prediction, Experience designing and implementing scalable processes, tools, or playbooks, Ability to define KPIs and manage team performance, Experience building account health scoring models 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, DataVisualization, Automation, EmailMarketing, SaaS 🏢 Description: About the Role As the Manager of Client Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to high-volume Scaled segments. Reporting to the Director of Customer Success, you will act as the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize Customer Success operations by building a unified "Account Health" framework that works for every customer, regardless of size. You will provide the strategic structure needed to transform informal knowledge into repeatable, data-driven playbooks that drive global retention. You Will Segment the Strategy: Define and iterate on engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers to maximize efficiency. Build the Health Engine: Develop a standardized Account Health Scoring system that identifies risk across the 1,000+ account base. Operationalize the Knowledge Base: Transition the team from informal collaboration to a structured internal knowledge base and formal playbooks. Drive Proactive Retention: Use leading indicators to trigger outreach before a customer is at risk. Mentor & Measure: Manage day-to-day performance of the Customer Success team, using clear KPIs to drive accountability and professional growth. You Have Must Have: Leadership Experience: 2+ years managing a Customer Success team or 4+ years as a Senior/Lead CSM ready for the next step. Versatile CS Background: Experience managing both Enterprise accounts (QBRs, multi-stakeholder navigation) and Scaled/Digital segments (automation, mass communication). Analytical Proficiency: Experience using data (CRM, BI tools, or Excel) to track health, predict churn, and report on team performance. Systems Thinking: Ability to design scalable processes and successfully implement new tools, workflows, or playbooks. High Emotional Intelligence: Coaching-first management style suited to a collaborative culture. Nice to Have: Technical Literacy: Ability to work with advanced data visualization tools. CS Ops Familiarity: Experience selecting or implementing a CS platform (e.g., Gainsight, Vitally, ChurnZero). Experience with the automotive industry. Interview Process 1. Initial Screen - 30min 2. Hiring Manager Interview - 60min 3. Case Study Assessment - 45min Problem Solving Exercise - 60min 4. Cross-Functional Interview - 30min Completion of the Wonderlic Assessment (20–30min) is required before the end of the process. We Offer 100% remote work environment Medical, Dental and Vision insurance within 30 days 100% employer-paid medical insurance Equity package Flexible PTO with 15 days minimum Generous Parental Leave FSA and HSA options 401(k) Growth & Wellness Stipend WFH Equipment Opportunity to work with the latest technology Collaborative, high ownership culture Opportunities for development and career growth

🏢 Summary: Lead and scale a Customer Success team overseeing both high-touch Enterprise and tech-touch Scaled segments, building a unified Account Health framework to drive proactive retention and operational excellence. The role focuses on developing data-driven playbooks, standardized health scoring, and structured processes to improve global customer retention across 1,000+ accounts. This is a remote leadership position combining strategic systems design, analytics, and team performance management. 🗂️ Requirements: 2+ years managing a Customer Success team or 4+ years as Senior/Lead CSM, Experience managing Enterprise (high-touch) and Scaled/Digital (automation-driven) segments, Experience using CRM, BI tools, or Excel for health tracking and churn prediction, Ability to design and implement scalable processes, tools, or workflows, Coaching-oriented leadership and high emotional intelligence 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, Automation, DataVisualization 🏢 Description: About the Role As the Manager of Customer Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to high-volume Scaled segments. Reporting to the Director of Customer Success, you will act as the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize Customer Success operations by building a unified "Account Health" framework that works for every customer, regardless of size. You Will - Segment the Strategy: Define and iterate on engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers to maximize efficiency. - Build the Health Engine: Develop a standardized Account Health Scoring system to identify risk across a 1,000+ account base. - Operationalize the Knowledge Base: Transition from informal collaboration to a structured internal knowledge base and formal playbooks. - Drive Proactive Retention: Use leading indicators to trigger outreach before customers are at risk. - Mentor & Measure: Manage day-to-day team performance using clear KPIs to drive accountability and professional growth. You Have Must Have: - 2+ years of experience managing a Customer Success team or 4+ years as a Senior/Lead CSM. - Proven experience managing both high-touch Enterprise accounts (QBRs, multi-stakeholder navigation) and Scaled/Digital segments (automation, mass communication). - Experience using data (CRM, BI tools, or Excel) to track health, predict churn, and report on performance. - Ability to design scalable processes and implement tools, workflows, or playbooks. - High emotional intelligence with a coaching-first management style. Nice to Have: - Ability to work with advanced data visualization tools. - Experience selecting or implementing a Customer Success platform (e.g., Gainsight, Vitally, ChurnZero). - Experience with the automotive industry. Interview Process 1. Initial Screen – 30 minutes 2. Hiring Manager Interview – 60 minutes 3. Case Study Assessment – 45 minutes Problem Solving Exercise – 60 minutes 4. Cross-Functional Interview – 30 minutes Completion of the Wonderlic Assessment (20–30 minutes) is required before the end of the process. We Offer - 100% remote work environment - Medical, Dental and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous Parental Leave - FSA and HSA options - 401(k) - Growth & Wellness Stipend - WFH Equipment - Opportunity to work with modern technology - Collaborative, high-ownership culture - Opportunities for development and career growth

🏢 Summary: Lead and scale a Customer Success team overseeing both Enterprise and Scaled segments, building a unified Account Health framework and data-driven retention strategy. The role focuses on operationalizing processes, implementing health scoring systems, and driving proactive, KPI-based performance management. You will bridge high-touch relationship management with digital-first automation to improve global retention. 🗂️ Requirements: 2+ years managing a Customer Success team or 4+ years as Senior/Lead CSM, Experience managing Enterprise and Scaled/Digital customer segments, Experience conducting QBRs and navigating multi-stakeholder accounts, Proficiency using CRM, BI tools, or Excel for health tracking and churn prediction, Experience designing and implementing scalable processes, tools, or playbooks, Ability to define KPIs and manage team performance, Technical literacy with data visualization tools, Experience with Customer Success platforms (e.g., Gainsight, Vitally, ChurnZero) 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, Automation, DataVisualization, KPI, HealthScoring 🏢 Description: About the Role As the Manager of Client Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to our high-volume Scaled segments. Reporting to the Director of Customer Success, you will be the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize our CS operations by building a unified "Account Health" framework that works for every customer, regardless of size. You will lead a supportive, high-trust team and provide the strategic structure needed to turn informal knowledge into repeatable, data-driven playbooks that drive global retention. You Are - You understand that an Enterprise lead needs a different touch than a high-volume user, and you know how to build systems for both. - You dive into data to identify trends, churn risks, and expansion opportunities. - You can coach a CSM through a high-stakes executive presentation and optimize automated email sequences. - You thrive in ambiguous environments and solve messy data and process challenges. You Will - Define and iterate engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers. - Develop a standardized Account Health Scoring system across 1,000+ accounts. - Transition informal collaboration into a structured internal knowledge base and formal playbooks. - Use leading indicators to trigger proactive retention efforts. - Manage day-to-day CS team performance using clear KPIs. You Have Must Have: - 2+ years managing a Customer Success team or 4+ years as a Senior/Lead CSM. - Experience managing Enterprise accounts (QBRs, multi-stakeholder navigation) and Scaled/Digital segments (automation, mass communication). - Experience using CRM, BI tools, or Excel to track health, predict churn, and report performance. - Ability to design scalable processes and implement new tools, workflows, or playbooks. - High emotional intelligence with a coaching-first management style. Nice to Have: - Ability to work with advanced data visualization tools. - Experience selecting or implementing a Customer Success platform (e.g., Gainsight, Vitally, ChurnZero). - Experience with the automotive industry. We Offer - 100% remote work environment - Medical, Dental and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous Parental Leave - FSA and HSA options - 401(k) - Growth & Wellness Stipend - WFH Equipment - Chance to work with the latest technology - Collaborative, high ownership culture - Opportunities for development and career growth

🏢 Summary: Customer Success Sales Manager responsible for managing and growing existing accounts, generating new business opportunities, and owning the full sales cycle. The role focuses on consultative selling of CAD and engineering solutions while maintaining pipeline and forecasting accuracy in CRM systems. It combines relationship management, prospecting, and collaboration with technical teams to deliver long-term customer success. 🗂️ Requirements: Bachelor’s degree in Business, Engineering, or related field (or equivalent experience), 2–3 years of sales experience including prospecting and closing, Experience managing full sales cycle, Ability to maintain pipeline and forecasting in CRM, Collaboration with technical and cross-functional teams, Strong communication and organizational skills 📃 Skills: HubSpot, SOLIDWORKS, CAD, CRM, Salesforce, Forecasting 🏢 Description: CUSTOMER SUCCESS SALES MANAGER WHAT YOU WILL BE DOING: Build and manage strong relationships within a defined set of accounts, serving as a trusted advisor to customers. Prospect and generate new opportunities within existing accounts and targeted prospects. Own the full sales cycle, including identifying opportunities, progressing deals, forecasting, and closing business. Partner closely with customers to understand their needs and align solutions that drive value. Maintain accurate and up-to-date activity, pipeline, and forecasting within HubSpot CRM. Collaborate with internal teams (technical, marketing, and leadership) to deliver a seamless customer experience. Continuously develop product knowledge, including certifications in Dassault Systèmes or other vendor solutions. Stay proactive and persistent in follow-up to ensure opportunities move forward and customers stay engaged. Contribute to team success by sharing insights, best practices, and supporting overall sales initiatives. WHAT YOU NEED TO BE SUCCESSFUL: Bachelor's degree in Business, Engineering, or related field (or equivalent experience) 2–3 years of sales experience, including prospecting and closing business Strong ability to build relationships and earn trust with customers Self-motivated with strong problem-solving and critical thinking skills Excellent communication, organization, and follow-through Ability to collaborate effectively across teams to drive results PREFERRED QUALIFICATIONS: Experience selling CAD, engineering, or manufacturing solutions Familiarity with SOLIDWORKS or similar platforms Experience using HubSpot CRM Proven track record of generating pipeline and closing new business Experience with solution-based or consultative sales approaches PERKS OF WORKING AT CADIMENSIONS Competitive Compensation: $50,000 – $60,000 base salary plus commission Health Benefits: Medical, dental, and vision coverage, including a medical plan option where CADimensions pays 100%. 401(k) with Immediate Matching: Company match available with no waiting period. Generous Time Off: Paid time off that increases every year, plus dedicated paid volunteer time. Flexibility: Remote work environment. Growth Opportunities: Develop technical and business systems expertise while working closely with teams. Great Culture: Collaborative team environment recognized as a Great Place to Work. EQUAL OPPORTUNITY EMPLOYER All qualified applicants will receive consideration for employment without regard to legally protected characteristics.

🏢 Summary: Lead and scale a Customer Success team overseeing both Enterprise and high-volume segments, building a unified Account Health framework and data-driven retention strategy. The role focuses on designing scalable processes, implementing health scoring systems, and driving proactive customer engagement. This is a remote leadership position with strong benefits and growth opportunities. 🗂️ Requirements: 2+ years managing a Customer Success team or 4+ years as Senior/Lead CSM, Experience managing Enterprise (high-touch) and Scaled/Digital (tech-touch) accounts, Experience conducting QBRs and navigating multi-stakeholder environments, Proficiency in using CRM, BI tools, or Excel for health tracking and churn prediction, Experience designing and implementing scalable processes, tools, or playbooks, Ability to define KPIs and manage team performance, Completion of Wonderlic Assessment 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, Automation, DataVisualization, Slack 🏢 Description: About the Role As the Manager of Scaled Customer Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to high-volume Scaled segments. Reporting to the Director of Customer Success, you will act as the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize CS operations by building a unified "Account Health" framework that works for every customer, regardless of size. You will lead a supportive, high-trust team and provide the strategic structure needed to turn informal knowledge into repeatable, data-driven playbooks that drive global retention. You Will - Segment the strategy by defining and iterating engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers. - Develop a standardized Account Health Scoring system to identify risk across 1,000+ accounts. - Transition informal collaboration into a structured internal knowledge base and formal playbooks. - Drive proactive retention using leading indicators to trigger outreach before customers are at risk. - Manage day-to-day team performance using clear KPIs to ensure accountability and growth. You Have Must Have: - 2+ years managing a Customer Success team or 4+ years as a Senior/Lead CSM. - Proven experience managing both high-touch Enterprise accounts and Scaled/Digital segments. - Experience using data (CRM, BI tools, or Excel) to track health, predict churn, and report performance. - Ability to design scalable processes and implement tools, workflows, or playbooks. - High emotional intelligence with a coaching-first management style. Nice to Have: - Ability to work with advanced data visualization tools. - Experience selecting or implementing a CS platform (e.g., Gainsight, Vitally, ChurnZero). - Experience in the automotive industry. Interview Process 1. Initial Screen – 30 minutes 2. Hiring Manager Interview – 60 minutes 3. Case Study Assessment – 45 minutes 4. Problem Solving Exercise – 60 minutes 5. Cross-Functional Interview – 30 minutes *Completion of the Wonderlic Assessment (20–30 minutes) is required before the end of the process. We Offer - 100% remote work environment - Medical, Dental, and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous Parental Leave - FSA and HSA options - 401(k) - Growth & Wellness stipend - WFH equipment - Opportunities for development and career growth

🏢 Summary: Customer Success Sales Manager role focused on managing and growing existing accounts, generating new business opportunities, and delivering CAD and engineering solutions. The position owns the full sales cycle, leverages HubSpot CRM for pipeline management, and collaborates cross-functionally to ensure long-term customer success. Offers base salary plus commission, remote flexibility, and comprehensive benefits. 🗂️ Requirements: Bachelor's degree in Business, Engineering or related field or equivalent experience, 2–3 years of sales experience including prospecting and closing business, Experience managing full sales cycle, Ability to maintain pipeline and forecasting in CRM, Strong collaboration skills across technical and marketing teams, Experience generating pipeline and closing new business, Experience selling CAD, engineering or manufacturing solutions (preferred), Familiarity with SOLIDWORKS or similar platforms (preferred), Experience using HubSpot CRM (preferred) 📃 Skills: HubSpot, SOLIDWORKS, CAD, CRM, Forecasting, Prospecting, Pipeline, SaaS 🏢 Description: CUSTOMER SUCCESS SALES MANAGER At CADimensions, we believe great sales is about more than closing deals — it's about building trusted partnerships and helping customers solve real challenges. Our Account Managers are at the forefront of that mission, connecting innovative technology with the people who need it most. We're looking for a driven, relationship-focused Customer Success Sales Executive to grow and manage a portfolio of customers, uncover new opportunities, and deliver solutions that create real impact. This role is perfect for someone who is curious, resilient, and motivated by both winning new business and helping customers succeed long-term. WHAT YOU WILL BE DOING: Build and manage strong relationships within a defined set of accounts, serving as a trusted advisor to customers. Prospect and generate new opportunities within existing accounts and targeted prospects. Own the full sales cycle, including identifying opportunities, progressing deals, forecasting, and closing business. Partner closely with customers to understand their needs and align solutions that drive value. Maintain accurate and up-to-date activity, pipeline, and forecasting within HubSpot CRM. Collaborate with internal teams (technical, marketing, and leadership) to deliver a seamless customer experience. Continuously develop product knowledge, including certifications in Dassault Systèmes or other vendor solutions. Stay proactive and persistent in follow-up to ensure opportunities move forward and customers stay engaged. Contribute to team success by sharing insights, best practices, and supporting overall sales initiatives. WHAT YOU NEED TO BE SUCCESSFUL: Bachelor's degree in Business, Engineering, or related field (or equivalent experience) 2–3 years of sales experience, including prospecting and closing business Strong ability to build relationships and earn trust with customers Self-motivated with strong problem-solving and critical thinking skills Excellent communication, organization, and follow-through Ability to collaborate effectively across teams to drive results PREFERRED QUALIFICATIONS: Experience selling CAD, engineering, or manufacturing solutions Familiarity with SOLIDWORKS or similar platforms Experience using HubSpot CRM Proven track record of generating pipeline and closing new business Experience with solution-based or consultative sales approaches PERKS OF WORKING AT CADIMENSIONS Competitive Compensation: $50,000 – $60,000 base salary plus commission Health Benefits: Medical, dental, and vision coverage, including a medical plan option where CADimensions pays 100%. 401(k) with Immediate Matching: Company match available with no waiting period, helping you start building for the future right away. Generous Time Off: Paid time off to recharge that increase every year, plus dedicated paid volunteer time so you can give back to causes that matter to you. Flexibility: Remote work environment with the ability to work where you're most productive. Growth Opportunities: The chance to develop your technical and business systems expertise while working closely with teams across the organization. Great Culture: A collaborative team environment recognized as a Great Place to Work, where people genuinely support each other and enjoy what they do.

🏢 Summary: Leadership role overseeing Customer Success Managers across Enterprise and Scaled segments, focused on building a unified Account Health framework and driving proactive retention. Responsible for segmenting engagement strategies, implementing data-driven health scoring, and operationalizing structured playbooks. Reports to the Director of Customer Success and manages performance through clear KPIs and scalable processes. 🗂️ Requirements: 2+ years managing Customer Success team or 4+ years as Senior/Lead CSM, Experience with high-touch Enterprise accounts and Scaled/Digital segments, Experience using CRM, BI tools, or Excel for health tracking and churn prediction, Proven ability to design and implement scalable processes or workflows, Ability to manage team performance using KPIs, Experience implementing tools, workflows, or playbooks 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, DataVisualization, Automation, EmailMarketing, Slack 🏢 Description: About the Role As the Manager of Client Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to high-volume Scaled segments. Reporting to the Director of Customer Success, you will act as the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize Customer Success operations by building a unified "Account Health" framework that works for every customer, regardless of size. You Will - Define and iterate on engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers to maximize efficiency - Develop a standardized Account Health Scoring system to identify risk across a 1,000+ account base - Transition the team from informal collaboration to a structured internal knowledge base and formal playbooks - Use leading indicators to trigger proactive outreach and improve retention - Manage day-to-day team performance using clear KPIs to drive accountability and growth Must Have - 2+ years of experience managing a Customer Success team or 4+ years as a Senior/Lead CSM - Experience managing high-touch Enterprise accounts (QBRs, multi-stakeholder navigation) - Experience managing Scaled/Digital segments (automation, mass communication) - Experience using data (CRM, BI tools, or Excel) to track health, predict churn, and report on performance - Ability to design scalable processes and implement new tools, workflows, or playbooks - High emotional intelligence with a coaching-focused management style Nice to Have - Ability to work with advanced data visualization tools - Experience selecting or implementing a Customer Success platform (e.g., Gainsight, Vitally, ChurnZero) - Experience with the automotive industry Interview Process 1. Initial Screen – 30 min 2. Hiring Manager Interview – 60 min 3. Case Study Assessment – 45 min Problem Solving Exercise – 60 min 4. Cross-Functional Interview – 30 min Completion of the Wonderlic Assessment (20–30 min) is required before the end of the process. We Offer - 100% remote work environment - Medical, Dental, and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous Parental Leave - FSA and HSA options - 401(k) - Growth & Wellness Stipend - WFH equipment - Collaborative, high-ownership culture - Opportunities for development and career growth