Customer Success Manager, OpenAsset
$90-115k
More information about location
2 days a week in office
Digital asset managment software
Open for applications
Digital asset managment software
21-100 employees
Open for applications
$90-115k
More information about location
2 days a week in office
21-100 employees
Company mission
To empower AEC and real estate firms to showcase their projects, sell with visualization, and win more businesses.
Role
Who you are
- 4+ years in a client-facing role managing multiple complex accounts
- 2+ years as a CSM managing the full client lifecycle in B2B SaaS with a technical product
- Proactive mindset with excellent organizational and time management skills
- Ability to think critically and problem solve in fast changing environments
- Experience building relationships and communicating with C-level and executive stakeholders through Executive or Quarterly Business Review Meetings
- Willing and able to travel when required and lead on-site client meetings
What the job involves
- OpenAsset is growing its Customer Success Team and we are looking for an experienced Customer Success Manager (CSM) to join us! You’ll work closely with our rapidly growing client base, specifically focused on early lifecycle accounts who require 1:1, high touch support through the Onboarding and Adoption process in Year 1 of their client journey
- As a CSM at OpenAsset, you will guide clients through the earliest and most critical stages of their lifecycle. You will lead onboarding enablement, accelerate Time to Value (TTV), and establish a strong foundation for long-term adoption and retention. Working closely with Solution Architects (SAs) who own technical discovery, migrations, and integrations, you will ensure clients feel supported, prepared, and confident from the moment their journey begins
- Serve as the primary strategic contact for new clients beginning at kickoff and continuing through onboarding and early adoption
- Drive a fast and predictable TTV by establishing clear onboarding goals, milestones, and timelines
- Prepare clients for each onboarding stage by setting expectations, driving accountability, and ensuring readiness for data work, configuration steps, and training
- Lead training, change management, and best-practice guidance to support strong early adoption
- Create and manage onboarding success plans and supporting documentation focused on enablement, outcomes, and adoption (technical project plans remain owned by SAs)
- Facilitate regular onboarding check-ins, track progress, manage risk, and maintain communication with all stakeholders
- Build strong relationships with client project managers, champions, and executive sponsors to ensure clarity and alignment throughout onboarding and beyond
- Provide clients with product guidance, workflow recommendations, and industry best practices tailored to AEC use cases
- Help clients understand the value and use cases of key modules, features, and integrations to drive early wins
- Partner Closely with Solution Architects (SAs) & Support Engineers (SEs)
- Work alongside SAs who own technical discovery, migrations, integration setup, and configuration tasks
- Collaborate on onboarding calls to ensure clients receive a seamless blend of technical execution (SA-led) and enablement/adoption guidance (CSM-led)
- Coordinate with SEs and SAs to resolve issues quickly and keep onboarding timelines on track
- Manage client expectations through transparent communication, progress reporting, and proactive stakeholder management
- Facilitate structured onboarding project meetings and ensure clients always know what’s happening next
- After onboarding and TTV milestones are achieved, transition clients into long-term lifecycle rhythms while remaining their dedicated CSM
- Monitor early health indicators and address risks before they impact adoption or satisfaction
- Partner with Account Managers (AMs) to surface and nurture expansion opportunities once the client has achieved early value
- Partner with Product, Engineering, Marketing, and Revenue teams to advocate for customer needs and contribute to improving onboarding stages, KPIs, tools, and workflows
- Surface insights from early lifecycle interactions that can drive product improvements or process enhancements
- Technologies we use: Catalyst, Salesforce, Gong & Gong Engage, Mixpanel, Intercom, Zendesk, Slack, G-Suite (including Gemini)
Our take
OpenAsset is a premier Digital Asset Management solution tailored specifically for the Architecture, Engineering and construction (AEC) sectors. With a track record spanning two decades and a diverse client base of 1,000+, OpenAsset is well-positioned to understand and cater to the unique challenges of these industries.
The problem it addresses is the acute need for an industry-specific solution that can effectively manage the digital assets crucial to AEC professionals. Traditional DAM systems often fall short in this regard, prompting OpenAsset's development to fill this significant gap. Its vision is not just to provide a platform but to inspire individuals through the visualization of the built world, an ambitious goal that sets them apart in the marketplace.
Marked by consistent growth, OpenAsset has strategically partnered with Marlin Equity Partners, a private equity firm, to enhance its sales, technical, and management capabilities. This collaboration is driven by the mounting demand for OpenAsset's B2B SaaS products. Alongside an ongoing focus on team expansion, positioning OpenAsset as a leader in addressing the distinctive needs of the AEC industries, ensuring its place at the forefront of specialized digital asset management.
Freddie
Company Specialist at Welcome to the Jungle
Insights
13% employee growth in 12 months
Company
Company benefits
- Work-Life Balance
- Learning & Development Opportunities
- Paid Parental Leave
- Generous Vacation Policy
- 100% Emplpoyee Health Coverage (US)
- Hybrid and Remote Working Options
Company HQ
Midtown South, New York, NY
Leadership
Jason Janicki
(CEO)Jason joined OpenAsset in 2010 as a Senior Account Manager, since then they have been a VP of Customer Success, COO and now CEO. Previously, they spent nearly 4 years at CQ Roll Call Group as a Marketing Manager and Manager of Customer Communications and Training.
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