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.
Use tools like Salesforce, Gong, and Glean to prepare for meetings, capture insights, and maintain accurate account documentation.
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.
Drone Certification: Able to obtain a USA Part 107 license within the first 90–120 days and maintain it throughout employment.
Willing and able to travel domestically ~15–20%.

Culture of Innovation & Collaboration – Thrive in an environment that values creativity and teamwork.
Drone Certification – Get certified and gain unique, hands-on skills with our full backing.
Flexible Work Arrangements – Enjoy autonomy with remote-first options and schedule flexibility.
Paid Family Leave – Take the time you need to support your family during life’s most important moments.
Comprehensive Healthcare Coverage – Plans designed to support your well-being.
Career & Growth Development – Build new skills and unlock opportunities through continuous learning.
Flexible PTO – Take time off when you need it to recharge—we trust you to manage your time well.
Employee Referral Bonus – Know someone great? Refer them and earn a bonus when they join our team.

Customer Success Manager, AEC

Key skills