Customer Success Engineer

All applicants MUST complete this technical assessment in addition to the job application.

We are looking for a Customer Success Engineer (CSE) to join our global CS team. The position is based out of our New York City office located near Bryant Park in Midtown Manhattan, and we're looking for local candidates who can join us in the office two days each week to collaborate with peers and build on our company culture.

Company Description

Open Asset is the leading marketing platform for the Architecture, Construction, and Engineering industries, trusted by 1,000+ clients over 20 years. Our mission is to be the most innovative partner to AEC firms, delivering solutions that help win more projects. We recently announced a new AI-Proposal product, Shred, to continue this mission.

We're a diverse, collaborative, and fast-growing team of 100+ employees with offices in New York and London and a global client base. Backed by Marlin Equity Partners, we're passionate about creating an inclusive workplace where everyone feels valued and has a voice, and we actively hire from a diverse pool of candidates.

About the Role

The Customer Success Engineer (CSE) is the technical backbone of the client journey, helping AEC firms successfully evaluate, implement, integrate, and adopt Open Asset. This role combines hands‑on technical problem‑solving with prospect and client‑facing work across all stages of the client journey, from Onboarding to Adopting, Nurturing, and Renewals & Growth.

You'll design solutions, build integrations, and set clients up for long‑term success, working directly with client data, custom InDesign and Word templates, and APIs to bring those solutions to life.

Key Responsibilities

Solution Design

• Partner with internal and external account stakeholders to understand client workflows and technical requirements.
• Recommend approaches for data migration and import, integrations, and automation.
• Support technical validation and light‑weight proofs of concept when needed.

Technical Support Throughout the Client Journey

• Configure client environments, including templates, data architecture, and integrations.
• Prepare and import project and employee files, data, and metadata.
• Set up and validate integrations with tools like CRMs, CMSs, and other systems via out‑of‑the‑box Connectors and API.
• Participate in client calls as the technical point of contact.

Cross‑Functional Collaboration

• Work closely with internal stakeholders across Sales and CS to ensure technical solutions align with client goals and key commercial timelines.
• Collaborate with Product and Engineering to solve for recurring technical patterns or gaps and inform the roadmap.
• Contribute reusable scripts, templates, and documentation that raise the technical bar for the wider team.

Scripting & Automation

• Use APIs to connect Open Asset with other systems and automate client workflows.

Markers of Success in the Role

• Technical work across the client journey is scoped and delivered on time, configured correctly the first time, and communicated clearly and proactively to internal and client stakeholders.
• Teammates consistently rely on you as the trusted technical voice in pre‑ and post‑sales conversations related to Onboarding and Professional Services.
• Recurring technical requests are automated or templated rather than solved manually each time.
• Clients report a smooth, confidence‑inspiring technical experience during implementation and beyond.
• Integrations and data migrations are delivered with minimal rework or post‑launch fixes.

Skills & Experience

AI Fluency

This role moves fast. You’ll be juggling scripting, integrations, and client‑facing technical work across a high volume of accounts 're looking for someone who naturally reaches for AI tools to move faster and smarter: drafting and debugging scripts, working through unfamiliar APIs, writing documentation, or troubleshooting edge cases. This isn't about AI expertise for its own sake, it's about utilizing AI to produce a best‑in‑class client experience.

Required

• 3-5+ years of experience in a technical, client‑facing role where you bring a client‑first mindset into all work you deliver.
• Familiarity with REST APIs and…