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IdeaRoom logo
IdeaRoom

IdeaRoom is a growth-stage software company that builds interactive 3D product configurators that help building manufacturers and dealers sell complex, customizable products online. We work with a wide range of businesses across North America, combining visual technology with practical business tools to streamline highly-qualified lead generation, sales quoting, building purchases, and customer engagement. Our headquarters is located in Boise, ID and we are a remote first company.

Customer Success Manager

Location

United States + 1 moreAll locations: United States | Canada

Posted

105 days ago

Salary

0

No structured requirement data.

Job Description

Customer Success Manager

IdeaRoom

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Customer Success Manager at IdeaRoom, you’ll play a key role in helping our customers evolve and optimize their use of our platform after launch. You’ll own and grow long-term relationships with our customers by driving adoption, value realization, and retention across the full customer lifecycle. - Manage a portfolio of accounts and build trusted relationships with key stakeholders. - Serve as a strategic partner to customers by understanding their business goals and aligning them with our platform’s capabilities. - Conduct Executive Business Reviews (EBRs). - Guide customers through onboarding and ongoing adoption and optimization. - Consult on best practices and proactively identify risks and growth opportunities. - Coordinate customer needs across internal teams including Sales, Product, Support, and Engineering. - Advocate for customers internally while maintaining accountability for outcomes such as retention, adoption, and satisfaction. Qualifications - 2–6+ years in one or more of: - Customer Success - Account Management - Implementation/Onboarding - Support (Tier 2/3) with client ownership - Relevant Experience: - Data analysis (usage data, health scoring, forecasting) - CRM usage (Salesforce, HubSpot) - CS platforms (Gainsight, Totango, Planhat, Catalyst) - Product training & enablement - Process documentation - Account planning Requirements - Strong relationship-building skills - A consultative mindset - Natural curiosity - High EQ - System thinker - Technically fluent - Strong communicator - Detail-oriented - Collaborative Company Description IdeaRoom is a growth-stage software company that builds interactive 3D product configurators that help building manufacturers and dealers sell complex, customizable products online. We work with a wide range of businesses across North America, combining visual technology with practical business tools to streamline highly-qualified lead generation, sales quoting, building purchases, and customer engagement. Our headquarters is located in Boise, ID and we are a remote first company.

Job Requirements

  • 2–6+ years in one or more of: Customer Success Account Management Implementation/Onboarding Support (Tier 2/3) with client ownership
  • Customer Success
  • Account Management
  • Implementation/Onboarding
  • Support (Tier 2/3) with client ownership
  • Relevant Experience: Data analysis (usage data, health scoring, forecasting) CRM usage (Salesforce, HubSpot) CS platforms (Gainsight, Totango, Planhat, Catalyst) Product training & enablement Process documentation Account planning
  • Data analysis (usage data, health scoring, forecasting)
  • CRM usage (Salesforce, HubSpot)
  • CS platforms (Gainsight, Totango, Planhat, Catalyst)
  • Product training & enablement
  • Process documentation
  • Account planning
  • Strong relationship-building skills
  • A consultative mindset
  • Natural curiosity
  • High EQ
  • System thinker
  • Technically fluent
  • Strong communicator
  • Detail-oriented
  • Collaborative

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