Mid-Market Customer Success Manager

Posted 4 Days Ago
Be an Early Applicant
Hiring Remotely in San Diego, CA
In-Office or Remote
Senior level
Artificial Intelligence • Marketing Tech • Software
The Role
The Customer Success Manager will onboard clients, provide support, build relationships, conduct training, gather feedback, and monitor performance metrics.
Summary Generated by Built In
About us:

Joist AI helps architecture, engineering, and construction firms streamline marketing and business development workflows through purpose-built AI. As the leading pursuit enablement platform for the AEC industry, our software helps teams accelerate proposals, improve content quality, and gain actionable revenue insights. We partner closely with customers to simplify their demanding workflows and support faster, more efficient pursuit operations.

Job Overview:

We’re looking for a motivated and empathetic Customer Success Manager to join our team. In this role, you’ll be the go-to person for our clients, ensuring they have the best experience possible with our products. You’ll build strong relationships, provide exceptional support, and help our customers achieve their goals using Joist AI.

Key Responsibilities:
  • Client Onboarding: Guide new customers through the onboarding process, ensuring a smooth transition and quick adoption of our products.

  • Customer Support: Address customer inquiries and issues promptly and effectively, providing solutions and guidance.

  • Relationship Management: Build and maintain strong, long-lasting relationships with clients, understanding their needs and helping them succeed.

  • Product Knowledge and Training: Conduct training sessions and webinars to educate customers on the best practices and features of Joist AI, and work closely with our product development team to understand our services and value propositions.

  • Feedback Loop: Gather customer feedback and work closely with our product team to drive continuous improvement.

  • Performance Tracking: Monitor customer usage and success metrics to identify areas for growth and improvement.

  • Proactive Outreach: Regularly check in with customers to ensure they’re getting the most out of our products and services.

Who You Are:
  • A minimum of 5+ years relevant experience in (or combination of) AEC marketing, customer success or account management. AEC experience is a plus.

  • Demonstrated "self-starter" with a history of completing tasks with limited oversight.

  • Experience working with and desire to work directly with customers.

  • Proficiency in Adobe Creative Suite (primarily InDesign), Adobe Acrobat, Microsoft Office Suite and previous experience with CRMs.

  • 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 at the executive level

  • Bonus points if you have experience in the construction industry.

  • Tech-Savvy: Strong proficiency in generative AI tools (ChatGBT, Claude, etc.) and the ability to leverage RevOps tools to optimize the customer journey.

Why Join Us?:
  • Innovative Environment: Be part of a forward-thinking company that’s changing the AEC industry.

  • Supportive Team: Work with a friendly, dedicated team that values collaboration and mutual support.

  • Growth Opportunities: We’re growing, and we want you to grow with us. There are plenty of opportunities for advancement and professional development.

  • Fantastic Benefits

    • Competitive salary and performance-based bonuses.

    • Unlimited PTO including paid holidays

    • Excellent health care coverage, including free* vision, dental and life insurance.

    • New computer equipment plus workstation/technology allowance

Top Skills

Adobe Acrobat
Adobe Creative Suite
Crms
Generative Ai Tools
Indesign
Microsoft Office Suite
Revops Tools
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The Company
HQ: San Diego, CA
35 Employees
Year Founded: 2022

What We Do

Joist AI is a sales enablement and content management platform for the built world. It’s revolutionary, AI enabled software allows proposal teams to respond to RFQs and RFPs in record time, allowing them to:

- Quickly find the right institutional knowledge and historic pursuit content

- Customize and generate content to be strategic and compliant

- Spend more time on the capture plan and win strategy

- Collaborate with team members and eliminate silos

- Catch grammar errors, style guide inconsistencies and typos

- Generate RFx outlines and compare proposal drafts against owner requirements

Learn how you and your team can start using AI to maximize your proposal process today.

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