OpenAsset · 2 hours ago
Customer Success Manager
New York, NY
Full-time
Onsite
Mid, Senior Level
$90K/yr - $115K/yr
4+ years expOpenAsset is the leading marketing platform for the Architecture, Construction, and Engineering industries, and they are seeking an experienced Customer Success Manager to join their growing team. The role involves guiding clients through onboarding, driving early adoption, and ensuring long-term success while collaborating closely with Solution Architects and other teams.
ArchitectureConstructionDigital MarketingMarketingReal EstateSaaSSoftware
No H1B
Responsibilities
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
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
Qualification
Required
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
Benefits
Competitive salary
Medical / Dental / Vision coverage - 100% employer-paid for employees, 50% employer-paid for dependents
20 days paid time off per year + federal holidays (UK style!)
5 paid sick days
Work from home flexibility
Commuter benefits
401k
Paid parental leave
Career growth and development opportunities
Company
OpenAsset
OpenAsset is the only DAM solution built around projects, properties, and people.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2023-01-24Private Equity
Leadership Team
Jason Janicki
Chief Executive Officer
Recent News
2026-01-20
2025-06-24
Company data provided by crunchbase