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Customer Success Manager - Onshape

PTC
Boston, USA
Full-time
Manager · 5+ years experience
Hybrid
Discovered 3 weeks ago
Account managementCommunicationSalesforce

Full Job Posting

Team Leadership

Recruit, onboard, coach, and develop Customer Success Associates.

Establish and manage team objectives, KPIs, and service-level expectations.

Conduct regular performance reviews and career development conversations.

Foster a customer-first culture focused on responsiveness, accountability, and problem-solving.

Create coverage plans and ensure consistent support during business hours.

Customer Experience Management

Monitor inbound customer requests and ensure timely, accurate, and professional responses.

Act as an escalation point for complex customer issues.

Partner with Customer Success, Sales, Technical Services, and Finance teams to resolve customer needs efficiently.

Identify recurring customer pain points and drive process improvements.

Operational Excellence

Define and optimize workflows, playbooks, and case management practices.

Maintain quality standards across customer interactions.

Track and report on service metrics and team performance.

Analyze trends in customer inquiries and recommend operational improvements.

Ensure appropriate routing and escalation of technical, sales, and renewal-related opportunities.

Business Impact

Support retention efforts by ensuring renewal and account-related inquiries are addressed promptly.

Partner with Sales to identify expansion opportunities.

Improve customer satisfaction through consistent service delivery.

Drive efficiencies that enable scalable support for Onshape's growing customer base.

Key Performance Indicators

Gross Retention for this customer segment

First response time

Case resolution time

Customer satisfaction (CSAT)

SLA attainment

Opportunity identification and handoff rate

Renewal inquiry resolution rate

Renewal risk escalations identified

Escalation rate

Team productivity and quality metrics

Qualifications

  • 5+ years of experience in Customer Success, Support, Account Management, or related customer-facing roles.
  • 2+ years of people management experience preferred.
  • Strong coaching and leadership skills.
  • Excellent written and verbal communication skills.
  • Experience with Salesforce, Zendesk, or similar CRM and case management platforms.
  • Strong analytical and operational mindset.
  • Ability to manage competing priorities in a fast-paced environment.
  • Experience working cross-functionally with Sales, Support, and Finance teams.
  • PTC carefully considers a wide variety of factors when determining compensation. The anticipated annual salary range for this position is between $90,000 - 119,000. The salary range reflects a good-faith estimate of compensation at the time of posting. Actual compensation may vary based on a candidate's skills, qualifications, experience, and location. Additionally, candidates may be eligible for a performance-based bonus. Employees also have the opportunity to become a PTC shareholder through our employee share purchase program (ESPP), which allows for the purchase of discounted PTC stock. Certain roles may also be eligible for participation in our equity programs. Employees may be eligible for medical, dental and vision insurance, paid time off and sick leave, tuition reimbursement, 401(k) contributions and employer match, flexible spending accounts, life insurance, disability coverage and, if you are an office-assigned employee, a generous commuter subsidy. All total rewards and benefits programs are subject to applicable plan eligibility and other terms and conditions.
  • For more information about PTC’s comprehensive benefits, please visit our Careers Page.
  • PTC recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled.
  • This position is not eligible for employment-based immigration sponsorship. Applicants must be authorized to work in the United States without requiring current or future sponsorship from PTC.
  • At PTC, we believe in the power of diverse ideas and perspectives. As a global company that values and respects all identities, cultures, and perspectives, we strive to create an inclusive PTC for ALL through an environment where everyone feels like they belong and are empowered to bring their true, authentic selves to work. Proud to be an Equal Opportunity Employer, we welcome applicants from all backgrounds and hire without regard to race, national origin, religion, age, color, ethnicity, ancestry, marital status, sex (including pregnancy), sexual orientation, gender identity, gender expression, genetic information, disability, veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
  • For more information about PTC’s comprehensive benefits and our AI usage, please visit our Careers Page (https://www.ptc.com/en/careers/united-states-careers). Applications will be accepted on an on-going basis until the opportunity is filled.
  • PTC endeavors to make ptc.com/careers accessible to all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact PTC's Talent Acquisition team at [email protected]. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
  • Life at PTC is about more than working with today’s most cutting-edge technologies to transform the physical world. It’s about showing up as you are and working alongside some of today’s most talented industry leaders to transform the world around you.
  • If you share our passion for problem-solving through innovation, you’ll likely become just as passionate about the PTC experience as we are. Are you ready to explore your next career move with us?
  • We respect the privacy rights of individuals and are committed to handling Personal Information responsibly and in accordance with all applicable privacy and data protection laws. Review our Privacy Policy here."

Preferred Qualifications

  • 2+ years of people management experience preferred.
  • PTC carefully considers a wide variety of factors when determining compensation. The anticipated annual salary range for this position is between $90,000 - 119,000. The salary range reflects a good-faith estimate of compensation at the time of posting. Actual compensation may vary based on a candidate's skills, qualifications, experience, and location. Additionally, candidates may be eligible for a performance-based bonus. Employees also have the opportunity to become a PTC shareholder through our employee share purchase program (ESPP), which allows for the purchase of discounted PTC stock. Certain roles may also be eligible for participation in our equity programs. Employees may be eligible for medical, dental and vision insurance, paid time off and sick leave, tuition reimbursement, 401(k) contributions and employer match, flexible spending accounts, life insurance, disability coverage and, if you are an office-assigned employee, a generous commuter subsidy. All total rewards and benefits programs are subject to applicable plan eligibility and other terms and conditions.

Responsibilities

  • Recruit, onboard, coach, and develop Customer Success Associates.
  • Establish and manage team objectives, KPIs, and service-level expectations.
  • Conduct regular performance reviews and career development conversations.
  • Foster a customer-first culture focused on responsiveness, accountability, and problem-solving.
  • Create coverage plans and ensure consistent support during business hours.
  • Monitor inbound customer requests and ensure timely, accurate, and professional responses.
  • Act as an escalation point for complex customer issues.
  • Partner with Customer Success, Sales, Technical Services, and Finance teams to resolve customer needs efficiently.
  • Identify recurring customer pain points and drive process improvements.
  • Define and optimize workflows, playbooks, and case management practices.
  • Maintain quality standards across customer interactions.
  • Track and report on service metrics and team performance.
  • Analyze trends in customer inquiries and recommend operational improvements.
  • Ensure appropriate routing and escalation of technical, sales, and renewal-related opportunities.
  • Support retention efforts by ensuring renewal and account-related inquiries are addressed promptly.
  • Partner with Sales to identify expansion opportunities.
  • Improve customer satisfaction through consistent service delivery.
  • Drive efficiencies that enable scalable support for Onshape's growing customer base.
  • Gross Retention for this customer segment
  • First response time
  • Case resolution time
  • Customer satisfaction (CSAT)
  • SLA attainment
  • Opportunity identification and handoff rate
  • Renewal inquiry resolution rate
  • Renewal risk escalations identified
  • Escalation rate
  • Team productivity and quality metrics

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