Senior Customer Success Manager (AEC)

Unanet, Inc.; Indianapolis (IN); Remote; USD 90,000 - 140,000; Full time

Job summary

Unanet, Inc. is seeking a Senior Customer Success Manager to serve as a strategic advisor to a portfolio of mid-market customers in the United States.

You will drive adoption, retention, expansion and customer value by building executive relationships and coordinating with Sales, Product, and Services to ensure successful outcomes. You will also proactively manage risks using health metrics and product usage, lead executive business reviews, and partner across departments to align on future

Responsibilities

• Own a portfolio of mid-market accounts, driving adoption, renewals, expansion, and customer health
• Develop trusted relationships with executive sponsors and key stakeholders, positioning yourself as a strategic partner throughout the customer lifecycle
• Create and execute account success plans aligned to customer business objectives, ensuring customers achieve measurable outcomes and long-term value
• Proactively identify customer risks and opportunities using health metrics, product usage, and business insights; execute retention and growth strategies accordingly
• Partner with Sales to support renewal and expansion opportunities, contributing to Gross Revenue Retention (GRR) and Net Revenue Retention (NRR) goals
• Conduct executive business reviews that demonstrate business value, communicate product roadmap updates, and align on future priorities
• Work cross-functionally with Product, Support, Professional Services, Customer Solutions Engineering, Finance, and other teams to advocate for customer needs and ensure successful outcomes
• Act as the voice of the customer by sharing trends, feedback, and enhancement opportunities that influence our products and customer experience

Job description

Back to jobs New Senior Customer Success Manager (AEC) Anywhere in the United States

We're looking for a Senior Customer Success Manager to serve as a strategic advisor to a portfolio of our mid-market customers. In this role, you'll be responsible for driving adoption, retention, expansion, and long-term customer outcomes by building trusted executive relationships and helping customers realize measurable business value from their investment in Unanet. You'll partner closely with Sales, Product, Customer Solutions Engineering, Support, and other internal teams to maximize customer success while identifying opportunities to deepen our partnerships.

What You’ll Do

• Own a portfolio of mid-market accounts, driving adoption, renewals, expansion, and customer health
• Develop trusted relationships with executive sponsors and key stakeholders, positioning yourself as a strategic partner throughout the customer lifecycle
• Create and execute account success plans aligned to customer business objectives, ensuring customers achieve measurable outcomes and long-term value
• Proactively identify customer risks and opportunities using health metrics, product usage, and business insights; execute retention and growth strategies accordingly
• Partner with Sales to support renewal and expansion opportunities, contributing to Gross Revenue Retention (GRR) and Net Revenue Retention (NRR) goals
• Conduct executive business reviews that demonstrate business value, communicate product roadmap updates, and align on future priorities
• Work cross-functionally with Product, Support, Professional Services, Customer Solutions Engineering, Finance, and other teams to advocate for customer needs and ensure successful outcomes
• Act as the voice of the customer by sharing trends, feedback, and enhancement opportunities that influence our products and customer experience
• Create customer advocates by building strong relationships and delivering consistently positive customer experiences

Your First 90 Days

In your first 30 days, you'll immerse yourself in Unanet’s products, customers, and Customer Success practice while completing our onboarding program. You'll build relationships across the organization, gain an understanding of our engagement model, and become familiar with your assigned portfolio of customers.

Within your first 60 days, you'll establish relationships with your customer base, develop a strong understanding of customer health metrics, and begin leading customer engagements with confidence. You'll become comfortable identifying risks and opportunities while partnering internally to deliver value.

Within your first 90 days, you'll independently manage your portfolio, lead executive business reviews, develop strategic account plans, and confidently guide customer conversations around adoption, business value, renewals, and expansion. By this point, you'll be viewed as a trusted advisor by both customers and internal stakeholders.