• Build and maintain strong relationships with enterprise customers as their primary post-sale contact, ensuring successful onboarding, adoption, and ongoing value realization • Drive product utilization by aligning capabilities with customer goals, delivering training and enablement, and conducting strategic reviews that demonstrate ROI • Own renewals by proactively monitoring customer health metrics, mitigating risks, and maintaining high satisfaction and retention rates • Act as customer advocate internally, collaborating with Product, Support, and Sales teams to resolve issues and influence roadmaps • Identify upsell and cross-sell opportunities, multi-thread relationships across customer organizations, and partner with Account Managers to expand accounts

Role Description The Senior Customer Success Manager (CSM) at Canopy is responsible for managing a portfolio of high-priority, complex accounts—typically large, multi-site, multi-phase healthcare deployments. This individual will work closely with the Director of Customer Success and SVP of Customer Experience to ensure customer success, drive growth and renewals, and contribute heavily to the strategy, processes, and tools that define and evolve the Customer Success function. The Senior CSM will engage throughout the entire customer lifecycle, from install through renewal, with a focus on executive relationship building, measurable outcomes, and program growth. In addition to managing strategic accounts, the Senior CSM will bring best practices and feedback that help scale Canopy’s success model. Key Responsibilities - Lead and manage a portfolio of strategic enterprise healthcare accounts, ensuring customer satisfaction and success across the lifecycle. - Develop and execute tailored success plans, fostering strong relationships with stakeholders at all levels of the account. - Participate in strategic planning, deployment phases, and go-live milestones to ensure high engagement and smooth onboarding. - Proactively address customer concerns, troubleshoot issues, and coordinate with cross-functional teams to resolve challenges. - Drive retention and expansion strategies in collaboration with Sales and Customer Experience leadership. - Help shape the direction and evolution of Canopy’s Customer Success function by contributing to strategic planning and process development. - Identify scalable practices for onboarding, adoption, retention, and expansion. - Recommend improvements to systems, tools, and workflows that enhance team performance and customer impact. - Partner with Sales, Marketing, Product, Technical Account Services, and Hardware Operations teams to drive customer outcomes and strategic initiatives. - Act as the voice of the customer within Canopy, surfacing feedback to inform product and process development. Qualifications - 8+ years of experience in Customer Success, with a proven track record in managing complex enterprise accounts. - Strong understanding of customer lifecycle management, renewals, and expansion strategies. - Experience managing multi-phase projects across healthcare or SaaS environments. - Excellent communication and stakeholder engagement skills. - Strong problem-solving and proactive execution abilities. - Ability to think strategically and contribute to functional growth. - Experience with CRM tools (Salesforce, HubSpot, etc.). - Growth mindset and adaptability to startup environments. Preferred Qualifications - Experience in healthcare technology, safety/security, or RTLS systems. - Familiarity with change management principles for driving adoption. Benefits - Collaborative, mission-driven work environment. - Opportunities for growth, creativity, and purpose.

• Own retention, expansion, Net Revenue Retention, NPS, and customer advocacy for the Sailthru Customer Success business. • Manage performance across a defined portfolio of enterprise customers. • Establish and drive disciplined account planning, forecasting, and business review processes. • Identify and mitigate churn risk while proactively uncovering expansion opportunities. • Ensure consistent delivery of customer value through adoption of Sailthru capabilities. • Partner with customers to drive lifecycle marketing maturity, audience engagement, and revenue growth. • Expand platform usage across email, segmentation, personalization, and omnichannel engagement strategies. • Guide customers in translating business goals into scalable marketing programs and measurable outcomes. • Ensure customers realize full value from the Sailthru platform and associated Publisher Cloud capabilities. • Develop trusted relationships with senior leaders at key accounts. • Lead executive business reviews focused on performance, outcomes, and growth opportunities. • Serve as escalation point for strategic customer issues and opportunities. • Build and maintain strong referenceable customer relationships. • Lead a team of Customer Success Managers focused on Sailthru accounts. • Coach and develop team members to improve customer engagement, strategic thinking, and commercial outcomes. • Drive accountability for retention, growth, and adoption outcomes across the team. • Foster a culture of performance, ownership, and customer-centric execution. • Partner closely with Sales, Product, Operations, and Support to ensure customer success. • Act as the voice of the customer. • Influence product priorities through structured customer feedback and insight sharing.

Role Description At CADimensions, we believe great sales is about more than closing deals — it’s about building trusted partnerships and helping customers solve real challenges. Our Account Managers are at the forefront of that mission, connecting innovative technology with the people who need it most. We’re looking for a driven, relationship-focused Customer Success Sales Executive to grow and manage a portfolio of customers, uncover new opportunities, and deliver solutions that create real impact. This role is perfect for someone who is curious, resilient, and motivated by both winning new business and helping customers succeed long-term. - Build and manage strong relationships within a defined set of accounts, serving as a trusted advisor to customers. - Prospect and generate new opportunities within existing accounts and targeted prospects. - Own the full sales cycle, including identifying opportunities, progressing deals, forecasting, and closing business. - Partner closely with customers to understand their needs and align solutions that drive value. - Maintain accurate and up-to-date activity, pipeline, and forecasting within HubSpot CRM. - Collaborate with internal teams (technical, marketing, and leadership) to deliver a seamless customer experience. - Continuously develop product knowledge, including certifications in Dassault Systèmes or other vendor solutions. - Stay proactive and persistent in follow-up to ensure opportunities move forward and customers stay engaged. - Contribute to team success by sharing insights, best practices, and supporting overall sales initiatives. Qualifications - Bachelor’s degree in Business, Engineering, or related field (or equivalent experience) - 2–3 years of sales experience, including prospecting and closing business - Strong ability to build relationships and earn trust with customers - Self-motivated with strong problem-solving and critical thinking skills - Excellent communication, organization, and follow-through - Ability to collaborate effectively across teams to drive results Requirements - Experience selling CAD, engineering, or manufacturing solutions - Familiarity with SOLIDWORKS or similar platforms - Experience using HubSpot CRM - Proven track record of generating pipeline and closing new business - Experience with solution-based or consultative sales approaches Benefits - Competitive Compensation: $50,000 – $60,000 base salary plus commission - Health Benefits: Medical, dental, and vision coverage, including a medical plan option where CADimensions pays 100%. - 401(k) with Immediate Matching: Company match available with no waiting period, helping you start building for the future right away. - Generous Time Off: Paid time off to recharge that increase every year, plus dedicated paid volunteer time so you can give back to causes that matter to you. - Flexibility: Remote work environment with the ability to work where you’re most productive. - Growth Opportunities: The chance to develop your technical and business systems expertise while working closely with teams across the organization. - Great Culture: A collaborative team environment recognized as a Great Place to Work, where people genuinely support each other and enjoy what they do.