Customer Success Manager
Indexed description
Customer Success Manager
Remote | Full-Time | Independent Contractor |
About the Company
Join a leading provider of 3D design and manufacturing solutions supporting companies through
innovative technologies such as SOLIDWORKS and the Dassault Systèmes 3DEXPERIENCE
platform. This is an exciting opportunity to become part of a fast-growing industry while helping
customers maximize the value of their software and solutions.
The company culture is centered around being people-focused, driving excellence, and
remaining adaptable in a constantly evolving environment.
Position Overview
We are seeking a proactive, customer-focused, and results-driven Customer Success Manager
(CSM) to manage and grow relationships with assigned customer accounts. This role will
oversee the full customer lifecycle, including onboarding, SaaS activation, product adoption,
renewals, and expansion opportunities.
The ideal candidate is relationship-oriented, highly organized, and experienced in managing
customer portfolios while driving customer retention and revenue growth.
Key Responsibilities
● Serve as the primary point of contact and strategic partner for assigned customer
accounts
● Manage the full customer lifecycle, including onboarding, activation, adoption, renewals,
and account expansion
● Build strong long-term relationships that drive customer satisfaction and loyalty
● Conduct regular business reviews with customers to ensure success and identify growth
opportunities
● Identify upsell and cross-sell opportunities within existing accounts
● Achieve monthly and annual KPIs, retention goals, and revenue targets
● Collaborate cross-functionally with internal teams to deliver an exceptional customer
experience
● Convert quotes into sales orders and assist with subscription renewals
● Process customer payments, including credit card transactions
● Create and manage renewal quotes within Salesforce
● Coordinate customer onboarding and implementation activities with internal teams
● Maintain accurate and up-to-date records in Salesforce, including customer activities,
contacts, opportunity stages, and forecasts
Qualifications
Required Skills & Experience
● Previous experience in Customer Success, Account Management, SaaS, or related
client-facing roles
● Strong relationship management and communication skills
● Experience managing renewals, customer retention, and account growth
● Ability to manage multiple customer accounts simultaneously
● Experience working with CRM systems, preferably Salesforce
● Strong organizational and problem-solving abilities
● Goal-oriented mindset with experience working toward KPIs and revenue targets
● Comfortable collaborating across multiple departments and teams
Preferred Qualifications
● Experience within SaaS, software, technology, engineering, manufacturing, or
CAD-related industries
● Familiarity with subscription-based business models
● Experience supporting onboarding and customer adoption initiatives
What Success Looks Like
● High customer retention and satisfaction rates
● Strong adoption and engagement across assigned accounts
● Achievement of renewal and expansion targets
● Accurate pipeline and account management within Salesforce
● Positive customer relationships and long-term partnership growth
Why Join Us?
● Opportunity to join a fast-growing and innovative industry
● Collaborative and people-centric company culture
● Career growth and development opportunities
● High-impact role with visibility across the organization
● Work with cutting-edge 3D design and manufacturing technologies
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