DUTIES AND RESPONSIBILITIES

• Oversee day to day tasks of the Customer Engagement team
• Work with new and existing customers to provide onboarding, 3dx activation, integration, education,

and documentation to drive long term value and secure renewal business.

• Set strategic direction for customer use of enhanced subscriptions to address expressed business

challenges or opportunities.

• Identify leads and other opportunities for sales and communicate those as appropriate
• In partnership with the customer, set success criteria and hold both our vendors and our customers

accountable to delivering against those criteria.

• Engage regularly across the customer’s organization, answering questions, resolving issues,

presenting recommendations & solutions, and identify opportunities & risks.

• Proactively escalate at-risk clients and ensure internal visibility by providing regular updates
• Collaborate closely with cross-functional teams (including Technical, Sales, and Subscriptions) to

support the success of our customers and all TriMech business initiatives.

REQUIREMENTS

• Previous experience in a management role, with 1-3 years' experience in a customer success or

account management role within a SaaS organization

• Excellent communication and interpersonal skills, including ability to clearly articulate ideas and explain

technical concepts simply and effectively

• CRM Experience is required, ideally Salesforce
• Proficient with Microsoft Office Suite (including TEAMS)
• Highly organized with high attention to detail
• Self-motivated and self-directed
• Thrives in a fast-paced environment with ability to prioritize and multi-task
• Resourceful, creative, and thinks strategically when troubleshooting problems
• Passion for client success & advocacy
• Experience training users

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)