Customer Success Engineer, OpenAsset

• You’ll be juggling scripting, integrations, and client-facing technical work across a high volume of accounts at once
• We're looking for someone who naturally reaches for AI tools to move faster and smarter: drafting and debugging scripts, working through unfamiliar APIs, writing documentation, or troubleshooting edge cases
• This isn't about AI expertise for its own sake, it's about utilizing AI to produce a best-in-class client experience
• 3-5+ years of experience in a technical, client-facing role where you bring a client-first mindset into all work you deliver
• Experience with scripting (Python or JavaScript)
• Familiarity with REST APIs and making API requests
• Comfortable troubleshooting technical issues across systems
• Comfortable owning technical problems end-to-end, from discovery through delivery
• Balances technical depth with clear, non-jargon communication for non-technical stakeholders
• Operates with a strong sense of ownership and urgency during client-facing engagements
• Approaches problems with a solutions-oriented, detail-driven mindset
• Adaptability: thrives in a quickly evolving, dynamic, and agile environment

Desirable

• We are looking for a Customer Success Engineer (CSE) to join our global CS team. The position is based out of our New York City office located near Bryant Park in Midtown Manhattan, and we're looking for local candidates who can join us in the office two days each week to collaborate with peers and build on our company culture
• The Customer Success Engineer (CSE) is the technical backbone of the client journey, helping AEC firms successfully evaluate, implement, integrate, and adopt OpenAsset. This role combines hands-on technical problem-solving with prospect and client-facing work across all stages of the client journey, from Onboarding to Adopting, Nurturing, and Renewals & Growth
• You'll design solutions, build integrations, and set clients up for long-term success, working directly with client data, custom InDesign and Word templates, and APIs to bring those solutions to life
• Partner with internal and external account stakeholders to understand client workflows and technical requirements
• Recommend approaches for data migration and import, integrations, and automation
• Support technical validation and light-weight proofs of concept when needed
• Configure client environments, including templates, data architecture, and integrations
• Prepare and import project and employee files, data, and metadata
• Set up and validate integrations with tools like CRMs, CMSs, and other systems via out-of-the-box Connectors and API
• Participate in client calls as the technical point of contact
• Work closely with internal stakeholders across Sales and CS to ensure technical solutions align with client goals and key commercial timelines
• Collaborate with Product and Engineering to solve for recurring technical patterns or gaps and inform the roadmap
• Contribute reusable scripts, templates, and documentation that raise the technical bar for the wider team
• Write scripts (Python or JavaScript) to support template automation (InDesign, Word, PowerPoint) and data transformation and migration
• Use APIs to connect OpenAsset with other systems and automate client workflows
• Markers of Success in the Role
• Technical work across the client journey is scoped and delivered on time, configured correctly the first time, and communicated clearly and proactively to internal and client stakeholders
• Teammates consistently rely on you as the trusted technical voice in pre- and post-sales conversations related to Onboarding and Professional Services
• Recurring technical requests are automated or templated rather than solved manually each time
• Clients report a smooth, confidence-inspiring technical experience during implementation and beyond
• Integrations and data migrations are delivered with minimal rework or post-launch fixes

• All applicants MUST complete this technical assessment in addition to the job application