Customer Success Manager

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INNERGY

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2015

🏭 Manufacturing

💼 Consulting

☁️ SaaS

💰 $44M Private Equity Round - Innergy on 2024-07

Manufacturing • Consulting • SaaS

<INNERGY> is a cloud-based SaaS platform providing integrated ERP and 3D CAD/CAM software tailored to custom woodworking and architectural millwork businesses. The software covers estimating, job costing, production scheduling, collaboration from design through installation, benchmarking, and education to help shops manage margins, increase throughput, and scale operations. INNERGY emphasizes industry-specific workflows and implementation support for B2B customers in the custom woodworking sector.

📋 Description

• Serve as the primary post-implementation relationship owner for a portfolio of Microvellum and INNERGY Engineering customers • Develop trusted advisor relationships with executive sponsors, administrators, engineers, and end users • Drive customer adoption through strategic business reviews, success planning, training recommendations, and proactive engagement • Monitor customer health, identify risks, and develop action plans to improve customer outcomes and retention • Partner with Technical Support and Professional Services to coordinate issue resolution and advocate for customer needs • Identify opportunities for additional training, consulting, products, and services • Collaborate with Sales on renewal and expansion opportunities • Capture customer feedback and partner with Product to influence future enhancements • Maintain accurate customer health metrics, account plans, and activity within CRM • Champion the voice of the customer across the organization

🎯 Requirements

• 3+ years of Customer Success, Account Management, Professional Services, or related SaaS experience • Experience managing a portfolio of B2B customers • Strong consultative communication and relationship-building skills • Ability to manage multiple customer priorities in a fast-paced environment • Excellent problem-solving and project coordination abilities • Experience with CRM platforms such as HubSpot, Salesforce, or similar • Preferred: experience in woodworking, millwork, cabinetry, manufacturing, CAD/CAM, ERP, engineering software, or construction technology • Preferred: knowledge of Microvellum, INNERGY Engineering, or similar manufacturing and engineering software solutions • Preferred: experience conducting executive business reviews and customer success planning • Preferred: background partnering with implementation or technical teams • Bachelor's degree or equivalent experience preferred