Client Success Analyst, Data Management

TriMechAuburn, New Hampshire, United States | Glen Allen, Virginia, United States | Marlborough | Massachusetts, United StatesRemote, Onsite

PROFILE

The Client Success Analyst, Data Management will provide comprehensive services to engineering, manufacturing, and product design clients to ensure they are successfully leveraging products purchased from TriMech.

DUTIES AND RESPONSIBILITIES

Assist clients in applying and troubleshooting SOLIDWORKS Data Management tools in their design/development, analysis, and manufacturing tasks
Ensure customers are successfully engaged and utilizing SOLIDWORKS PDM, Manage and related products through telephone, web, email, and onsite communication
Exercise of problem-solving skills and processes to assist our clients
Determining and setting priority levels on customer issues to ensure timely and effective responses
Obtaining relevant certifications in SOLIDWORKS PDM, and related products
Developing and writing articles for company newsletter, generating additional technical content including videos, blog posts and white papers, and determining or preparing documentation for technical skills for new SOLIDWORKS Data Management product releases
Extensive use of Oracle NetSuite and the SOLIDWORKS VRC
Limited travel only required for visiting clients on occasion to provide additional or escalated on-site support

REQUIREMENTS

Two years or more of Industry experience in the field of design, engineering, and/or manufacturing, (this can include years in school toward a degree in these fields)
Skills and Knowledge:
Existing experience with 3D CAD modeling. SOLIDWORKS is preferred.

Strong verbal and written communication skills, as well as outstanding interpersonal skills (individual, group, in person and via electronics media internally and with clients
Forward-thinking troubleshooting skills and problem-solving abilities
Familiarity with various drafting standards and engineering practices
Understanding of vast manufacturing terminology and processes
Requires understanding of Microsoft Windows, PC hardware, and computer networking, as well as Microsoft SQL and various CAD modeling software
Work both independently and as part of a team is essential
Ability to manage multiple tasks and long-term projects
Associates or B.S. in Mechanical Engineering or similar is preferred

Life at TriMech

Thrive Here & What We ValueExtensive use of Oracle NetSuite and the SOLIDWORKS VRCLimited travel only required for visiting clients on occasion to provide additional or escalated on-site support</s> | TriMech Enterprise Solutions team enables innovation by applying technology to streamline business processes, reduce costs, and improve efficiencies throughout the product life cycle. | The company's unique "Digital to Physical" product portfolio includes CAD, CAE, PLM, MFG, and business analytics solutions that help clients reduce costs and cycle times throughout product planning, development, manufacturing, and after-market service. | The Senior Applications Solution Architect for PLM supports the TriMech Enterprise Solutions team and sales staff to perform consulting services and presales/post sales activities. | The role leverages knowledge and technical expertise within the Global TriMech PLM team, our software partners, and industry best practices to perform consulting, software demonstrations, training, and technical support for TriMech's clients. | The company values proactive learning and continual development of advanced 3DEXPERIENCE and PLM skills with their software solutions to better provide services to their clients.</s> | Consistent track record of successful business to business software or professional services sales | Ability to travel within assigned region | Weekly in-person meeting required</s> | Highly Organized and Self-Motivated | Ability to Prioritize, Meet Deadlines, and Manage Changing Priorities | Desire to Take Charge and Innovate</s> | 1. Emphasis on developing and maintaining client relationships | 2. Focus on sales activities with existing customers and net new business | 3. Importance of identifying key business issues of accounts | 4. Value placed on presenting strong business solutions to prospects and customers | 5. Encouragement of team collaboration and innovation.</s> | 1. Digital to Physical Product Portfolio | 2. Streamlining Business Processes | 3. Reducing Costs and Improving Efficiencies | 4. Enabling Innovation</s> | 1. Collaborative work environment | 2. Emphasis on customer satisfaction and profitability | 3. Ongoing learning and development opportunities</s> | 1. Highly Organized and SelfMotivated with the Ability to Prioritize, Meet Deadlines, and Manage Changing Priorities | 2. Excellent Communication and Reporting Skills | 3. Strong Planning, ProblemSolving, and Decision-Making Skills | 4. Outstanding Leadership Skills and Ability to Delegate Duties Effectively</s> | Sense of urgency in addressing client issues | Tactful communication | Critical thinking</s> | 15. Utilizing expertise in SOLIDWORKS data management software to help customers achieve enhanced document control and streamline internal and external processes. | 16. Offering services to help customers transition from no data management to a fully customized solution, including training. | 17. Providing services that focus on growing or improving a customer’s existing Data Management systems.</s> | Collaborative Environment | Continuous Learning and Development Opportunities | Supportive Team Members</s> | 1. Growing Team | 2. Strong Interaction with Customers and Vendors | 3. Key Position within Finance team.</s> | 1. Focus on Lead Generation and Reporting | 2. Cross Branding within Various Platforms | 3. Thorough Assessment of Existing Processes and Tools | 4. Sense of Urgency and Cooperation</s> | 1. Growing Team Environment | 2. Strong Customer and Vendor Interaction | 3. Liaison Between Finance and Other Business Units for Dayto-Day Operational Issues | 4. Preparation and Review of Monthly Finance Team Reports</s> | Passionate and fast-paced work environment | Willingness to learn new machines, processes, materials, & approaches | Proactive problem-solving approach | Top-notch customer service</s> | 1. SelfStarter | 2. Effective Prospector for New Business and Growth of Existing Client Relationships | 3. Strong Communication Skills to Articulate TriMech Enterprise Solutions' Value Proposition and Proven Bestin-Class Approach | 4. Ability to Work Closely with Technical Services Organization to Recognize How Clients Can Benefit from Implementing Our Solutions | 5. Effective Campaign Execution Using Multiple Sales Channels | 6. Ability to Remain Organized and Maintain CRM Hygiene | 7. Understanding of Activities Required in Selling Technical Solutions to Solve HighLevel Business Problems (ROI, POC, CJ) | 8. Ambassador of the TriMech Way and Company Culture</s> | Client Satisfaction | Improving Renewal Rates</s> | 1. Innovative and ‘make it happen’ attitude | 2. Appreciation for meeting aggressive sales goals | 3. Experience with a CRM system, preferably Salesforce | 4. Proficient in MS Office Products</s> | 1. Focus on developing and maintaining client relationships | 2. Emphasis on planning and carrying out successful sales activities | 3. Importance of identifying key business issues of prospects and demonstrating capabilities to potential customers | 4. Value placed on responding to sales enquiries and following up with prospects | 5. Strong emphasis on maintaining forecasts, account management documentation, activity reports, and a working business plan for assigned territory.</s> | Results-Driven | Highly Motivated | Proactive Attitude | Goal-Oriented | Adaptable to a Fast-Paced Environment</s> | 1. Collaborative Environment | 2. Emphasis on Innovation and Creativity | 3. Focus on Continuous Improvement and Learning | 4. Strong Customer Service Orientation | 5. Encouragement of Professional Development</s>

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