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Tech Stack
Tools & technologiesERP
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
