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Unanet

Senior Customer Success Manager – AEC

Unanet

. Serve as a strategic advisor to a portfolio of mid-market customers .

Posted 9/25/2026full-timeRemote • United StatesSenior💰 $93,500 - $110,000 per yearWebsite

Tech Stack

Tools & technologies
ERP

About the role

Key responsibilities & impact
  • Serve as a strategic advisor to a portfolio of mid-market customers
  • Own a portfolio of mid-market accounts, driving adoption, renewals, expansion, and customer health
  • Develop trusted relationships with executive sponsors and key stakeholders throughout the customer lifecycle
  • Create and execute account success plans aligned to customer business objectives
  • Proactively identify customer risks and opportunities using health metrics, product usage, and business insights
  • Execute retention and growth strategies
  • Partner with Sales on renewal and expansion opportunities, contributing to GRR and NRR goals
  • Conduct executive business reviews demonstrating business value, communicating product roadmap updates, and aligning future priorities
  • Collaborate cross-functionally with Product, Support, Professional Services, Customer Solutions Engineering, Finance, and other teams
  • Advocate for customer needs and share trends, feedback, and enhancement opportunities
  • Build customer advocates through strong relationships and consistently positive customer experiences
  • Complete onboarding and learn Unanet's products, customers, and Customer Success practice during the first 30 days
  • Establish customer relationships and begin leading engagements within the first 60 days
  • Independently manage the portfolio, lead executive business reviews, develop strategic account plans, and guide adoption, business value, renewals, and expansion conversations within the first 90 days

Requirements

What you’ll need
  • 5+ years of Customer Success, Account Management, or consultative customer-facing experience within B2B SaaS
  • Demonstrated success driving customer adoption, retention, renewals, and expansion across a portfolio of strategic accounts
  • Prior experience supporting customers within the Architecture, Engineering, and Construction (AEC) industry
  • Proven ability to build credibility and lasting relationships with executive stakeholders, including C-level leaders
  • Strong consultative, relationship management, negotiation, and executive presentation skills
  • Experience developing strategic account plans and using customer health data to proactively manage risk and identify growth opportunities
  • Excellent organizational, analytical, and problem-solving skills with the ability to manage multiple priorities effectively
  • Comfortable collaborating across Sales, Product, Professional Services, Support, Finance, and Marketing in a fast-paced, cross-functional environment
  • Ability and curiosity to quickly learn complex software solutions and the industries served
  • Bachelor's degree
  • Preferred: Experience with Enterprise Resource Planning (ERP) and/or Customer Relationship Management (CRM) software
  • Preferred: Experience using Customer Success platforms (e.g., ChurnZero, Gainsight, Salesforce)
  • Preferred: Experience conducting Executive Business Reviews (EBRs) and partnering on strategic account planning
  • Preferred: Experience working within a digital-first or scaled Customer Success model

Benefits

Comp & perks
  • Employee equity
  • Discretionary bonus compensation
  • Eligibility to participate in Unanet's employee benefits plans and programs