Customer Success Manager, Monograph
Project management software for architects and engineers
Be an early applicant
Project management software for architects and engineers
21-100 employees
Be an early applicant
21-100 employees
Company mission
To empower the professionals who create our buildings and cities.
Role
Who you are
- We are looking for the best of the best — someone who takes full ownership, obsesses over customer outcomes, and pushes themselves and their customers to grow every single day
- 3+ years of SaaS experience in implementation, onboarding, or customer success
- Proficiency with key CS tools including Salesforce, Intercom, and ChurnZero
- A true sense of urgency, accountability, and attention to detail
- Strong multitasking skills and the ability to adapt quickly to changing priorities
- Demonstrated success building relationships across sales, marketing, support, and product teams
- Thrives in dynamic environments where experimentation and learning fuel progress
- Reliable internet and fluency with tools like G Suite, Zoom, Slack, and modern SaaS tech
- Bonus: familiarity with the architecture, engineering, and construction (AEC) industry
- We expect someone who gives a damn about our customers, drives measurable results, and pushes themselves to get better every day. If you are hungry to grow, love to win, and want to make a lasting impact, this is the place for you
What the job involves
- Own the onboarding process for your customers from start to finish
- From the first handoff from Sales, you will execute a detailed plan that covers setup, data migration, project creation, and training on advanced features like forecasting, invoicing, and reporting
- You will clear blockers fast, set a pace that keeps customers moving, and make sure every firm gets to full implementation on schedule
- Once onboarding is complete, you will partner with Support to continue delivering guidance and high impact training
- You are not just an onboarding guide, you are a long term partner
- You will foster deep customer relationships through consistent communication, proactive strategies, and a genuine drive to see customers succeed
- You will collaborate with the Subscriptions team to maximize renewals, expand adoption, and help our customers achieve real results with Monograph
- Execute tailored onboarding plans that set a strong foundation for long term success
- Facilitate live trainings, group webinars, async support, and follow ups to keep customers on track
- Partner with the Data team to coordinate historical migrations including projects, timesheets, and billed fees
- Track customer progress daily, monitoring usage, sentiment, and pace
- Remove obstacles with urgency to keep onboarding timelines intact
- Partner with Support to ensure post onboarding customers continue to advance with expert level training
- Keep metrics accurate and up to date with disciplined tracking and reporting
- Spot opportunities to improve internal processes and act on them
- Set measurable, data driven goals that tie directly to company outcomes
- Stay aligned with Monograph’s broader strategic goals and contribute ideas that move us forward
- Continuously invest in your own growth and bring new approaches to the team
- Build and maintain a deep understanding of Monograph’s product and technical workflows
- Anticipate customer needs by identifying trends and gaps in usage
- Communicate clearly and confidently about product strengths, weaknesses, and solutions
- Create and refine educational content that helps customers level up
Our take
The architecture, engineering, and construction (AEC) industry is notorious for having long working hours that include high demands and an overwhelming amount of stress on employees, commonly leading to many professionals leaving the industry after only a few years.
This is where Monograph comes in, the Silicon Valley startup is helping architects and design professionals manage their back offices through a data-driven platform. Taken from the founder's own experience in noticing recurring challenges, the software is designed to help oversee projects, timesheets, and forecasts in one, integrated, simple interface, to simplify the entire process to reduce the strain on individuals.
Since its 21019 launch, it's attracted over 12,0000 customers, and the company's sights are set even higher. It isn't just expanding its product and engineering teams - it's positioning itself to become the ultimate end-to-end system of record for the entire industry. With bold ambitions and impressive growth, it's clear that Monograph is just getting started.
Steph
Company Specialist at Welcome to the Jungle
Company
Funding (2 rounds)
Nov 2021
$20m
SERIES B
Mar 2020
$1.9m
SEED
Total funding: $21.9m
Company benefits
- Flexible time off: Our flexible time off policy supports work-life balance and acknowledges the unique needs and responsibilities of each team member beyond their work commitments
- Insurance coverage: Monograph loves families! That’s why we provide 100% premium coverage for employees and dependents, plus dental & vision plans for employees
- Paid family leave: Growing your family? Congrats! We offer flexibility and resources to support you. You’ll get a 12-week paid leave so you can bond with your newest addition
- Fully remote work: We work hard to keep our remote work culture alive. Remote work does not mean disconnected work. Aside from regular team meetings, you can participate in Show & Tell, coffee chats, and much more. Don’t be a stranger - we want to meet you!
- Wellness stipend: We want to support your health and wellness goals. We offer a $50 per month stipend to keep you rolling. Gym memberships, fitness apps, health equipment? We’ve got you covered
- 401K plan: Stacking up for retirement? Monograph is here to support you. We also offer access to financial planning services to help you reach your goals
Company HQ
SoMa, San Francisco, CA
Leadership
Robert Yuen
(Co-Founder & CEO)Previously worked as a Designer for Blu Homes, Edmonds + Lee Architects, and Dawson & Clinton General Contractors.
Alex D.
(Co-Founder & CSO)Previously worked as an Architectural Designer for Joseph Wong Design Associates and Sitbon Architectes, and as a Web Developer at KVA matx.
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