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Technical Client Success Manager

About us:

Protex AI is a VC-backed technology company building a privacy-preserving computer vision platform to enable proactive Health and Safety (EHS) workflows. We leverage the domain knowledge of EHS teams to help our computer vision system understand the concept of danger, preventing accidents before they occur. Every worker has the right to go home safe and healthy every day and every employer has the responsibility to provide a safe work environment. Our mission at Protex AI is to ensure that this is the case in every facility around the world by empowering EHS teams to adopt proactive safety cultures and in doing so realise an injury-free workplace.

About the Role: 

The Technical Client Success Manager (TCSM) plays a critical role in driving platform adoption and ensuring client satisfaction. By delivering tailored training, facilitating seamless onboarding, and providing actionable support, the TCSM ensures client sites fully realize the value of the Protex platform. This role requires a deep understanding of Protex AI’s product suite and strong technical problem-solving and project management skills. Acting as the primary advocate for client needs, the TCSM supports sites in achieving their goals while identifying opportunities for enhanced adoption and operational efficiency. The TCSM serves as the Voice of the Customer, proactively identifying opportunities to enhance Protex’s product and service offerings, sharing actionable insights with internal teams, and contributing to the continuous improvement of client success processes.

What You’ll Do: 

  • Technical Expertise and Configuration

    • Build and maintain advanced knowledge of Protex’s product features, architecture, and capabilities to set clear expectations, provide informed guidance and resolve client site challenges.

    • Address platform usage questions and configure in-app settings to meet specific client requirements within the TCSM’s scope of expertise.

    • Escalate unresolved or complex technical issues to Support or Engineering with clear, detailed documentation on user behavior trends, system performance concerns, and barriers to adoption to facilitate timely resolution. 

    • Monitor system usage trends and performance metrics to proactively identify potential technical concerns and recommend solutions.

  • Enablement and Adoption

    • Own the onboarding and enablement processes, ensuring each site is set up for success with tailored workflows, platform configurations, and user-specific training materials.

    • Deliver customized usage strategies, including aligning workflows with platform capabilities, configuring system settings, and addressing adoption challenges.

    • Track site-level adoption rates and usage patterns; as necessary, develop and implement action plans to address underutilization, optimize platform capabilities, and increase user engagement.

  • Site-Level Success and Client Satisfaction

    • Serve as the primary point of contact for assigned sites, managing site-level relationships through onboarding, training, and ongoing support to build trust and drive satisfaction.

    • Conduct regular check-ins with site stakeholders to evaluate adoption progress and address operational needs, changes, or concerns.

    • Proactively gather and act on feedback from site users to identify opportunities for meaningful enhancements to both product features and service delivery.

  • Growth Influence and Strategic Alignment

    • Leverage a commercial mindset to partner with Account Managers and Sales to identify opportunities for expansion or upselling based on site-level performance and feedback.

    • Provide detailed insights, such as impact reviews and usage metrics, to support the development of compelling value propositions.

    • Collaborate on strategic account planning to align adoption efforts with broader client goals and revenue opportunities.

  • Cross-Functional Client Advocacy

    • In addition to playing the voice of the customer on the product side, partner closely with Marketing to showcase successful client outcomes and innovative use cases through initiatives such as webinars, case studies, or onsite events that drive brand awareness and growth.

    • Share user experiences and best practices, such as platform usage, business cases or communication strategies, with internal teams, fostering a feedback loop that informs product improvements and enhances the client experience.

What You’ll Need: 

  • Experience: Minimum of 5 years in client success, technical account management, or project management within a B2B SaaS or tech environment, with a strong record of managing enterprise-level accounts; demonstrated experience in managing Annual Recurring Revenue (ARR)/Monthly Recurring Revenue (MRR) goals. Demonstrated understanding of EHS industry trends, challenges, and opportunities. 

  • Technical Prowess: Strong grasp of SaaS architecture, integrations, and technical problem-solving, with the ability to comprehend and communicate complex technical details to both clients and internal teams. A demonstrated understanding of computer vision, AI, and system networks is a bonus.

  • Project Management: Proven ability to lead complex projects using modern project management methodologies for multi-phase projects with agility and attention to detail.

  • Strategic Acumen: Ability to think critically and creatively, with a commercial mindset that drives value and builds strong client relationships, with the ability to identify growth opportunities within accounts.

  • Dynamic Presence: Approachable and energetic, capable of leading client conversations, presentations, and discussions that foster trust and alignment.

  • Adaptability & Problem-Solving: Skilled in navigating evolving client needs, with the agility to adapt and prioritize as business priorities shift.

  • Travel Requirements: Willingness to travel to client sites as necessary.

Protex AI is an inclusive and equal opportunities employer. We are committed to creating an equitable workplace for everyone regardless of gender, civil status, family status, sexual orientation, religion, age, disability, education level, or race.

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Average salary estimate

$97500 / YEARLY (est.)
min
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$85000K
$110000K

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What You Should Know About Technical Client Success Manager, Protex AI

If you're excited about ensuring people go home safe and sound every day, Protex AI is looking for a passionate Technical Client Success Manager in Boston! At Protex AI, we are on a mission to revolutionize the Health and Safety landscape with our unique privacy-preserving computer vision platform. As the TCSM, you'll play a pivotal role in helping our clients fully embrace and utilize our technology. You'll be the champion for client needs, guiding them through onboarding, training, and providing ongoing support. Your technical expertise and project management skills will shine as you help clients navigate our platform to enhance their operational efficiency. You'll also serve as the Voice of the Customer, sharing insights that help improve our products and services. A successful TCSM will not only deepen their understanding of our advanced product features but also create tailored strategies to boost client engagement. Imagine being able to connect with diverse EHS teams, conducting check-ins to foster trust and satisfaction. Your role will involve identifying growth opportunities, partnering with Sales to highlight successful outcomes, and making a direct impact on our clients' safety culture. With an inclusive and dynamic work environment, Protex AI champions your professional growth, ensuring your contributions lead to an injury-free workplace worldwide. Join us in reshaping how businesses implement safety protocols! Your journey towards making a significant difference starts here.

Frequently Asked Questions (FAQs) for Technical Client Success Manager Role at Protex AI
What are the responsibilities of a Technical Client Success Manager at Protex AI?

As a Technical Client Success Manager at Protex AI, your key responsibilities include overseeing the onboarding process for clients, providing training and support, monitoring platform adoption, and serving as the primary point of contact for your assigned sites. You'll leverage your technical knowledge to resolve challenges, ensure clients understand how to use our product effectively, and gather feedback for continuous improvement.

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What qualifications are needed for the Technical Client Success Manager role at Protex AI?

To excel as a Technical Client Success Manager at Protex AI, candidates should have at least 5 years of experience in client success or technical account management, ideally in a B2B SaaS environment. Strong project management skills and a grasp of technical problem-solving are essential, along with familiarity with EHS industry trends and challenges. Additionally, a friendly, adaptable demeanor is crucial for building lasting client relationships.

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How does Protex AI ensure client satisfaction through the Technical Client Success Manager?

Protex AI ensures client satisfaction through the Technical Client Success Manager by prioritizing tailored onboarding experiences, conducting regular check-ins, and providing personalized training. By actively soliciting client feedback, the TCSM addresses concerns promptly and identifies opportunities to enhance product usage, ultimately fostering a positive and productive partnership.

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What is the role of technical expertise in the Technical Client Success Manager position at Protex AI?

Technical expertise is fundamental for the Technical Client Success Manager at Protex AI as it involves understanding the product functionality and configuration to address client needs effectively. You'll need to manage in-app settings, solve complex technical problems, and provide actionable insights that guide clients towards utilizing the platform to its fullest potential.

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What opportunities for professional growth exist for a Technical Client Success Manager at Protex AI?

A Technical Client Success Manager at Protex AI can look forward to several professional growth opportunities, including the chance to work on complex projects, collaborate with various departments, and contribute to product enhancements through client feedback. Protex AI promotes an inclusive environment that encourages ongoing learning and development, allowing you to advance your skills and career.

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Common Interview Questions for Technical Client Success Manager
How do you approach onboarding new clients as a Technical Client Success Manager?

When onboarding new clients, I focus on understanding their goals and customizing the training process to align with their specific needs. I create tailored workflows and provide comprehensive training materials to ensure all users feel confident using the platform from day one.

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Can you explain a time when you resolved a complex technical issue for a client?

Certainly! I recall a situation where a client faced challenges with system integrations. I carefully gathered information on their usage patterns, collaborated with our engineering team, and ultimately implemented a solution that significantly improved their operational efficiency, resulting in increased client satisfaction.

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What methods do you use to track client satisfaction and platform adoption?

I monitor client satisfaction and platform adoption through regular check-ins, feedback surveys, and usage metrics. By analyzing this data, I can identify areas for improvement and develop action plans to increase engagement and satisfaction among users.

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How do you prioritize tasks when managing multiple client accounts?

I prioritize tasks by assessing the urgency and impact of each client's needs, using a project management tool to stay organized. I make sure to allocate time for proactive communication with each client to strengthen those relationships while ensuring that all clients receive timely support.

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In what ways can you act as the Voice of the Customer at Protex AI?

Acting as the Voice of the Customer involves actively listening to our clients and relaying their feedback to our product and engineering teams. I advocate for enhancements based on user experiences and success stories, ensuring that our offerings continue to meet client needs effectively.

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How do you ensure technical details are communicated effectively to non-technical clients?

I simplify complex technical information into relatable language and use visual aids when necessary, ensuring that clients feel comfortable and informed. I routinely check for understanding and encourage questions to clarify any confusion.

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What strategies do you employ to enhance user engagement on the platform?

To enhance user engagement, I develop personalized usage strategies and create tailored training sessions that emphasize the platform's benefits. This approach helps users see the value in regular use, and I follow up with ongoing support to address any challenges.

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How would you foster collaboration between internal teams and clients?

Fostering collaboration involves open communication and regular updates. I encourage joint meetings between clients and internal teams to discuss goals, share feedback, and coordinate efforts, ensuring that everyone aligns on the client's success strategy.

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What role does a commercial mindset play in client success?

Having a commercial mindset enables me to identify growth opportunities within accounts, allowing me to suggest upsells or expansions thoughtfully. It also helps me align adoption strategies with broader business objectives, ensuring mutual success.

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How do you handle underutilization of the platform by clients?

When I identify underutilization, I conduct assessments to understand the reasons behind it and develop tailored action plans. This involves re-engaging clients with targeted training, showcasing features they might not be using effectively, and closely monitoring improvement over time.

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DATE POSTED
December 18, 2024

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