Role Description Join our Customer Experience team as a Customer Success Manager, where you’ll play a critical role in driving adoption, retention, and customer satisfaction. This is not a role for someone looking to sit back — we want a customer champion who thrives on solving complex challenges, mentoring teammates, and delivering measurable results. Your Primary Focus: - You will own the customer lifecycle beyond onboarding, ensuring long-term success through strategic engagement, advanced product utilization, and proactive risk management. - You’ll act as a trusted advisor to customers, while also serving as an escalation point for tough challenges that require steady hands and sharp problem-solving. - This is more than account management — it’s about building partnerships that grow with your customers. - You’ll collaborate with Sales and Renewals to expand accounts, surface new opportunities, and ensure customers see maximum value from Monograph. - You’ll also mentor junior CSMs, strengthening our team’s expertise and scaling best practices across the organization. Key Responsibilities: - Customer Success Strategy & Adoption: - Develop and execute success strategies that drive product adoption and usage. - Lead advanced trainings, workshops, and webinars to deepen customer expertise. - Monitor health metrics to identify risks and take proactive action. - Customer Advocacy & Relationships: - Serve as a strategic advisor to customer stakeholders. - Build strong, trust-based relationships with decision-makers and champions. - Channel customer feedback to Product and Development to drive improvements. - Revenue Expansion & Retention: - Partner with Sales and Renewals on upsell, expansion, and retention plays. - Help customers adopt advanced features such as invoicing and e-payments. - Identify and pursue expansion opportunities aligned to customer goals. - Operational Excellence & Leadership: - Track and report on key customer metrics with precision. - Mentor and support CSM teammates with guidance and best practices. - Contribute to process improvements that scale team efficiency. Qualifications - 5–8 years of experience in Customer Success, Account Management, or related SaaS roles. - Prior experience in the AEC (Architecture, Engineering, Construction) industry or working closely with architecture/engineering firms strongly preferred. - Proven ability to analyze customer behavior and drive adoption strategies. - Excellent communication skills with the ability to influence stakeholders. - Proficiency with CRM tools and customer data reporting. - Experience in training, onboarding, or consulting in a SaaS environment. Requirements - Salary Range: $70,000 - $80,000 along with an annual bonus incentive, depending on experience and performance. - We encourage individuals from underrepresented backgrounds, including women and minorities, to apply for this position. - We believe in creating a diverse and inclusive workplace and welcome candidates who may not meet every listed requirement but are eager to contribute and grow within our team. - Even if you don't meet every requirement, we still encourage you to apply. Benefits - 🎭 Innovative engineering and product culture. - 💰 Early-stage well-funded company. - ❤️ Inclusion and diversity as a company priority. - For US-based, full-time employees: - 🌡 100% premium coverage on our healthcare plans for employees and their families. - 🦷 Dental & vision coverage for employees and families. - 🖥 New laptop & equipment. - 🏋🏻‍♀️ Wellness Stipend.

• The Consultant - Customer Success Manager performs client relationship management, value measurement execution, and stakeholder engagement within consulting engagements. • Supports client Value Realization initiatives and delivery teams utilizing customer success methodologies and value measurement techniques to maximize business outcomes. • Analyzes client success patterns, translated business objectives into value realization roadmaps, and championed client outcomes. • Manages account relationships with appropriate client stakeholders, providing regular status updates on value realization progress. • Owns and monitors client success metrics and key performance indicators.

• Customer Engagement: Build and maintain strong, long-lasting relationships with key stakeholders, including executives, across assigned customer accounts. Act as the primary point of contact for strategic customers, addressing their needs and concerns effectively. Serve as a trusted advisor and advocate, providing operational management oversight, best practices, and domain expertise. • Strategic Planning: Develop and implement tailored success plans that align with customer goals and desired business outcomes. Collaborate with customers to understand their business challenges and identify opportunities for growth. • Customer Enablement: Actively participate in the implementation process for new customers, ensuring they are equipped with the tools and knowledge to maximize their use of our products/services. Provide ongoing training and resources to customers, enhancing their product proficiency and satisfaction leading to higher adoption. • Performance Monitoring: Analyze customer usage data and feedback to assess health scores and identify areas for improvement. Regularly review customer performance against success metrics and proactively address any issues. • Renewals & Expansion: Identify and pursue opportunities for upselling and cross-selling additional products/services to existing customers. Log and track these opportunities inside the company-supported CRM. Manage the renewal process, ensuring high retention rates and customer satisfaction. • Collaboration: Work closely with cross-functional teams, including CX, Sales, Product, and Support, to advocate for customer needs and drive product enhancements. Gather, document, and share high-level customer insights to inform product development and marketing strategies.

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Successful and leading title insurance agency is seeking an experienced Post-Closing Coordinator to join our team. Attention to detail, great communication skills (verbal & written) great organizational skills, and ability to multi-task in a fast-paced environment are essential for success in this position. Responsibilities: Review closing documents for accuracy Experience with closing process Sending funding documents to lender for funding authorization. National experience preferred Handle Mailouts and Land Recordings Review documents for recordability and calculate transfer taxes Be well versed in completing transfer tax forms (nationally) Knowledge of State UCC Filings – National Knowledge of national date down endorsements/ NY Constructions Loans Knowledge of Simplifile and CSC E-Recording Platforms Qualifications: The annual base salary for this position is $50,000.00 - $60,000.00. General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify