About IdeaRoom
IdeaRoom is a growth-stage software company that builds interactive 3D product configurators that help building manufacturers and dealers sell complex, customizable products online. We work with a wide range of businesses across North America, combining visual technology with practical business tools to streamline highly-qualified lead generation, sales quoting, building purchases, and customer engagement. Our headquarters is located in Boise, ID and we are a remote first company.
About the Role
As a Customer Success Manager at IdeaRoom, you’ll play a key role in helping our customers evolve and optimize their use of our platform after launch. You’ll own and grow long-term relationships with our customers by driving adoption, value realization, and retention across the full customer lifecycle. In this role, you’ll manage a portfolio of accounts, build trusted relationships with key stakeholders, and serve as a strategic partner to customers by understanding their business goals and aligning them with our platform’s capabilities. You’ll conduct Executive Business Reviews (EBRs), guide customers through onboarding and ongoing adoption and optimization, consult on best practices, and proactively identify risks and growth opportunities to ensure sustained success and expansion.
As the primary point of contact for customer engagement, you’ll coordinate customer needs across internal teams including Sales, Product, Support, and Engineering to ensure seamless delivery and issue resolution. You’ll advocate for customers internally while maintaining accountability for outcomes such as retention, adoption, and satisfaction. This role requires strong relationship management, consultative communication, and organizational skills, with the ability to balance strategic thinking and execution in a fast-paced SaaS environment. If you’re someone who enjoys solving problems, working closely with clients, and seeing your work have a real business impact, this role is for you.
What You'll Do
Relationship Management: Build and maintain strong relationships with clients, acting as the main point of contact and advocating for their needs within our organization.Account Health Monitoring: Continuously monitor client accounts to identify any potential issues or areas for improvement, and proactively address them.Onboarding and Training: Help clients successfully onboard and integrate, providing training and guidance to ensure our clients are proficient in using it.Internal Coordination and Project Management: Coordinate with internal teams to project manage all customer projects.Product Feedback: Gather feedback from clients on their experiences with the product and communicate this feedback to the product development team for improvements.Upselling and Cross-selling: Identify opportunities for upselling and cross-selling additional features or services to existing clients to increase revenue.Renewal Management: Ensure that clients renew their subscriptions by demonstrating the value and addressing any concerns our clients may have.Customer Education: Create and deliver educational resources, such as webinars, guides, or documentation, to help clients maximize the value of the product.Customer Success Plans: Develop and execute customer success plans tailored to each client's specific goals and objectives.Data Analysis: Analyze client usage data to identify trends, opportunities for optimization, and potential areas where clients may need additional support.
What We’re Looking For
Strong relationship-building skills - You build trust and long-term value with customers. A consultative mindset – You seek to understand the why behind the why and architect creation solutions.Natural curiosity – You explore how things work and get to the root of problems.High EQ – You’re skilled at understanding and responding to customer emotions and needs.System thinker – You see how configuration, logic, and data flow together across platforms.Technically fluent – APIs, business rules, and integration tools are part of your toolkit.Strong communicator – You explain technical issues in ways that customers understand.Detail-oriented – You manage multiple projects and requests with clarity and care.Collaborative – You work well across teams and bring people together to solve problems.
Qualifications
2–6+ years in one or more of: Customer Success Account Management Implementation/Onboarding Support (Tier 2/3) with client ownership
Relevant Experience
Data analysis (usage data, health scoring, forecasting)CRM usage (Salesforce, HubSpot)CS platforms (Gainsight, Totango, Planhat, Catalyst)Product training & enablementProcess documentationAccount planning