Customer Success Manager driving adoption of Buildots’ AI construction intelligence platform across construction projects. Onboarding users, advising clients, and feeding project insights into product development.
About the role
- Customer Success Manager supporting public-sector customers using SymPro treasury management software. Managing relationships, renewals, migrations, and expansion across the United States and Canada.
Responsibilities
- Own and strengthen relationships with an assigned portfolio of SymPro customers
- Serve as the consistent point of contact after implementation
- Proactively check in with clients and understand their product usage and needs
- Confirm customers are receiving value from the treasury management platform
- Monitor customer sentiment, usage patterns, open items, renewal timing, risks, and account health
- Support renewals and coordinate next steps to improve long-term retention
- Coordinate customer questions, concerns, invoicing needs, contract details, billing changes, and account administration issues across Implementation, Support, Sales, and leadership
- Guide customers toward newer SymPro products and support product migrations
- Identify additional product, module, and service opportunities
- Own smaller add-on conversations and partner with Account Executives on larger opportunities
- Maintain accurate CRM records of customer conversations, account activity, renewal status, risks, opportunities, and next steps
- Gather customer feedback, identify patterns, and share insights with Sales, Support, Implementation, Product, and leadership
- Inform product, pricing, process, renewal, reference, and case study opportunities
Requirements
- Relationship-focused customer experience in customer success, account management, client services, inside sales, banking, software, public sector, financial services, or a related environment
- Ability to build trust with customers and maintain long-term relationships
- Ability to manage a customer portfolio and track account health, open items, renewals, risks, and opportunities
- Clear communication and effective coordination with customers and internal teams
- Ability to support renewals, account expansion, product migrations, lead generation, and revenue goals
- Ability to build rapport with finance, treasury, accounting, investment, and operational stakeholders
- Ability to learn software products and understand technology-supported customer workflows
- Experience with public sector organizations, treasury, investment, debt, cash management, accounting-adjacent software, SaaS subscription models, renewals, migrations, CRM tools, ticketing systems, or AI-enabled workflow tools is an asset
Benefits
- Bonus and commission
- Fully remote work
- Virtual interview process
- Career development opportunities within SymPro and the wider Aquila organization
- Opportunity to move into broader customer success, account management, sales, or leadership roles
- Equal employment opportunities
- Disability accommodations available on request
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Degree requirement
No Education Requirement
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