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Trunk Tools

AI-driven incentive management SaaS for construction

Senior Customer Success Manager

Customer SuccessConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Minimum of 3–5 years of experience in customer success, customer experience, or enterprise software-as-a-service solutions, including at least 3 years in a customer-facing role managing a portfolio of accounts.
  • A proven track record of driving customer satisfaction, retention, and expansion in an enterprise environment.
  • Strong communication and interpersonal skills for building relationships at all organizational levels.
  • Problem-solving skills and a customer-centric approach, with comfort working in a fail-fast environment.
  • Ability to manage multiple accounts and projects simultaneously.
  • Understanding of software-as-a-service metrics such as renewals, net revenue retention, net promoter score, and customer lifetime value.
  • A bachelor's degree or equivalent experience.

Responsibilities

  • Serve as the trusted advisor for a portfolio of clients, ensuring their needs are met and they continuously realize value from the company's solutions.
  • Build and maintain long-term relationships with key stakeholders, including C-level executives and department heads.
  • Advocate for customers by communicating their feedback internally to drive product improvements and influence roadmap decisions.
  • Guide customers through onboarding, working with implementation and technical teams to ensure smooth deployment.
  • Provide customers with training and resources so they can use the products effectively from day one.
  • Manage and monitor customer health, identify opportunities, and proactively deliver customer return on investment.
  • Identify opportunities to upsell and cross-sell solutions to meet customer needs.
  • Develop and execute customer success plans aligned with customer goals to drive adoption, satisfaction, and growth.
  • Understand customers' business objectives, industry challenges, and technical requirements.
  • Collaborate with sales, marketing, and product teams to provide a seamless customer experience and align offerings with customer goals.
  • Develop account plans to realize renewal and expansion opportunities.
  • Track key performance metrics and provide customers and internal teams with regular updates on account health and success metrics.
  • Conduct quarterly business reviews with customers to demonstrate return on investment and share insights that drive satisfaction and long-term success.
  • Own customer issues and work with cross-functional teams to resolve challenges promptly.
  • Serve as an escalation point for complex technical or product-related challenges and ensure issues are addressed swiftly to minimize disruption to customers' businesses.

Desired Qualifications

  • Experience working at a construction technology company is highly preferred.
  • Experience with customer relationship management tools such as Salesforce or HubSpot and customer success platforms such as Planhat or Gainsight is a plus.
  • Relevant certifications in customer success, account management, or software-as-a-service are a plus.

About the Company

Trunk Tools

AI-driven incentive management SaaS for construction

Trunk Tools offers AI-powered incentive management software for the construction industry through a subscription-based SaaS model. Its core tools include TrunkText, which uses AI to quickly locate relevant project documents and files, and TrunkPerform, which helps speed up construction tasks to improve project performance. By delivering construction-specific AI capabilities, the company differentiates itself from general fintech providers and traditional software by tailoring features to contractors, project managers, and construction firms. The goal is to save time, boost productivity, and help projects run more efficiently by providing easy-to-access information and faster task completion through a recurring software service.

Company size
51-200
Company stage
Series B
Total funding
$69.9M
Headquarters
New York City, New York
Founded
2021

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