Customer Success Manager

Job description:

About Us:

We're helping HVAC, plumbing, and mechanical contractors modernize the way they estimate, bid, and win work. Our software empowers construction professionals with better tools, better data, and better workflows, helping them become more efficient and more profitable.

We're looking for aCustomer Success Manager who understands the realities of the construction industry and can become a trusted advisor to our customers. This role is ideal for someone with hands-on MEP experience who wants to transition into construction technology while helping customers achieve measurable business outcomes.

As a Customer Success Manager, you will serve as the primary day-to-day partner for a portfolio of customers. You'll help contractors, estimators, engineers, and operations leaders maximize the value of our software while building strong, long-term relationships.

Success in this role requires a unique combination of industry expertise, business acumen, and customer-first thinking. Customers should view you as both a trusted industry expert and a strategic advisor who understands their business challenges and helps them achieve their goals.

• Manage and grow a portfolio of customer accounts throughout the customer lifecycle.
• Build strong relationships with key stakeholders, including estimators, project managers, engineers, operations leaders, and company owners.
• Conduct regular business reviews to ensure customers are achieving success and realizing value from the platform.
• Identify opportunities to improve adoption, engagement, and customer outcomes.
• Serve as the customer's advocate internally, partnering with Product, Support, Sales, and Implementation teams.
• Proactively monitor account health and address potential risks before they become issues.
• Help customers optimize estimating, takeoff, bid management, and operational workflows using our software.
• Drive customer retention, expansion, and long-term satisfaction.
• Maintain detailed account plans and success strategies for key customers.
• Travel to customer sites as needed to strengthen relationships and support strategic initiatives.

• HVAC, plumbing, mechanical, engineering, or MEP industry background.
• Minimum 2 years of experience working at an MEP contractor, engineering firm, or manufacturer representative organization.
• Hands-on experience with estimating, takeoffs, blueprint review, and bid management.
• Working knowledge of Bluebeam, On-Screen Takeoff (OST), or similar blueprint and construction document software.
• Exceptional communication and relationship-building skills.
• Strong customer focus with a passion for helping clients succeed.
• Ability to manage multiple customer relationships and priorities simultaneously.
• Strong business acumen with the ability to understand customer goals, challenges, and growth opportunities.
• Comfortable traveling 25–50% as needed.

• Experience in Customer Success, Account Management, Project Management, Consulting, or Customer Support.
• Experience working with SaaS or construction technology solutions.
• Familiarity with customer success metrics, account planning, and retention strategies.

• A construction professional who wants to help drive technology adoption across the industry.
• Someone who can quickly earn credibility with contractors, estimators, engineers, and business owners.
• Naturally curious about how customers operate and how they can improve.
• Customer-obsessed and committed to delivering exceptional experiences.
• A strong communicator who can build trust at every level of an organization.
• Driven, ambitious, and eager to learn how to manage and grow a meaningful book of business.
• Loyal, accountable, and willing to go above and beyond to help customers succeed.
• Excited about the opportunity to build a long-term career in construction technology.

• Help shape the future of the construction industry.
• Partner directly with leading contractors and engineering firms across the country.
• Join a fast-growing technology company with significant career growth opportunities.
• Competitive compensation, benefits, and travel opportunities.
• Make a direct impact on customer success, retention, and company growth.

If you’re passionate about construction, enjoy building relationships, and want to help customers embrace the next generation of technology, we’d love to hear from you.

Pay: $-$ per year