Customer Success Agent

Remote
Full Time
Mid Level

Position Summary

The Customer Success Agent (CSA) is responsible for delivering exceptional technical support and customer service to Adept customers throughout the customer lifecycle. Acting as the primary technical resource for support requests, the CSA diagnoses, troubleshoots, and resolves issues involving Adept software, Microsoft Windows Server environments, Microsoft SQL Server, IIS, authentication services, engineering applications, and related infrastructure.

The CSA partners closely with Customer Success Managers (CSMs), Quality Assurance, Product Management, Development, Professional Services, and Sales to ensure customer issues are resolved efficiently while continuously improving the customer experience. In addition to technical support, the CSA contributes to product quality through testing, documentation, and knowledge sharing.

This position requires strong technical aptitude, excellent communication skills, and a customer-first mindset. The CSA participates in an after-hours on-call rotation providing 24x7 support for critical customer issues in accordance with company support policies and customer service level agreements (SLAs).

Essential Accountabilities
TimeResponsibilityDescription
65%Customer Technical SupportProvide world-class technical support to Adept customers through phone, email, remote sessions, and ticketing systems.
25%Quality Assurance & Technical ValidationAssist with software testing, issue replication, and validation of product fixes.
5%Documentation & Knowledge ManagementCreate and maintain technical documentation and customer knowledge resources.
5%Professional Services & Additional ResponsibilitiesSupport customer events, training, and other departmental initiatives.
 

Essential Duties & Responsibilities

1. Customer Technical Support (65%)
Serve as the primary point of contact for customer technical support by:
  • Responding to customer requests through phone, email, web, and support ticket systems.
  • Diagnosing and resolving issues involving:
    • Adept Desktop and Web applications
    • Microsoft Windows Server
    • Microsoft SQL Server
    • IIS
    • Authentication (Active Directory, LDAP, SSO)
    • CAD integrations (AutoCAD, Inventor, SOLIDWORKS, etc.)
    • File management, document lifecycle, and engineering workflows
  • Managing customer cases using Salesforce and Atlassian Jira while maintaining accurate documentation and timely updates.
  • Prioritizing and resolving incidents according to defined service level agreements.
  • Escalating complex technical issues to Engineering or Product Management when appropriate.
  • Performing remote troubleshooting sessions to identify root causes and implement corrective actions.
  • Restoring customer confidence through professional, timely, and effective communication.
  • Following established troubleshooting procedures while documenting resolutions for future reference.
  • Participating in regular team meetings, case reviews, and continuous improvement initiatives.
  • Building strong customer relationships through professionalism, responsiveness, and technical expertise.

24x7 On-Call Support
  • Participate in a rotating after-hours on-call schedule providing 24 hours per day, 7 days per week support for customer issues.
  • Respond to emergency support requests within established response time objectives.
  • Coordinate with Development, Product Management, and leadership during critical customer outages.
  • Ensure timely communication and resolution of after-hours production incidents.
  • Participate in weekend, holiday, and overnight support rotations as assigned.

2. Quality Assurance & Technical Validation (25%)
Improve product quality by:
  • Reproducing customer-reported defects in controlled environments.
  • Maintaining virtual test environments.
  • Installing, configuring, and upgrading Adept software.
  • Restoring and managing Microsoft SQL Server databases.
  • Configuring IIS websites and application pools.
  • Installing and configuring SSL certificates.
  • Testing software fixes and verifying defect resolution.
  • Logging defects and enhancement requests in Jira with complete reproduction steps.
  • Collaborating closely with Development and Product Owners to improve product stability and usability.

3. Documentation & Knowledge Management (5%)
Support customer success by developing technical resources including:
  • Knowledge Base articles
  • Technical Bulletins
  • Installation Guides
  • Troubleshooting Guides
  • Best Practice documentation
  • Internal Support Procedures
Additionally:
  • Review existing documentation for technical accuracy.
  • Document recurring issues and proven solutions.
  • Share technical knowledge with teammates to improve overall support effectiveness.

4. Professional Services & Additional Responsibilities (5%)
  • Support customer conferences, and training events.
  • Assist Customer Success Managers during customer implementations when required.
  • Participate in product demonstrations and internal technical training.
  • Cross-train with other Customer Success team members.
  • Perform additional duties as assigned.
 

Knowledge, Skills & Abilities

Experience
  • Minimum of 3 years supporting enterprise software applications.
  • Experience supporting PDM, PLM, Document Management, CAD, or Engineering software preferred.
  • Experience working directly with external customers in a technical support environment.
Technical Knowledge
Strong working knowledge of:
  • Microsoft Windows Server
  • Microsoft SQL Server
  • Microsoft IIS
  • Microsoft Active Directory
  • SSL Certificates
  • Networking fundamentals (DNS, TCP/IP, Firewalls)
  • Windows Desktop operating systems
  • Virtualization technologies (VMware, Hyper-V)
  • CAD applications such as AutoCAD, Inventor, or SOLIDWORKS
  • Document Management or Product Data Management systems
Experience with the following is highly desirable:
  • Salesforce
  • Atlassian Jira
  • Azure Active Directory / Entra ID
  • LDAP
  • SAML / Single Sign-On
  • PowerShell
  • OpenSearch
Communication
  • Excellent verbal and written communication skills.
  • Ability to explain complex technical concepts to both technical and non-technical audiences.
  • Professional, patient, and customer-focused demeanor.
  • Strong documentation skills.
Problem Solving
  • Strong analytical and troubleshooting abilities.
  • Ability to independently identify root causes and develop effective solutions.
  • Ability to manage multiple priorities while maintaining attention to detail.
  • Sound judgment regarding escalation and prioritization.
Teamwork
  • Demonstrated ability to collaborate across departments.
  • Positive attitude with a willingness to mentor and share knowledge.
  • Strong organizational and time management skills.
Flexibility
  • Willingness to participate in rotating evening, weekend, holiday, and overnight on-call schedules.
  • Ability to occasionally work outside normal business hours to support customer emergencies and planned maintenance activities.
 

Working Conditions

ConditionPercentage
Indoor Office Environment100%
InternetEthernet, Hi-Speed Internet Services
Outdoor Work0%
TravelUp to 10% (occasionally for customer meetings, training, or conferences)
Noise ExposureMinimal
Hazard ExposureMinimal
No unusual physical requirements.
 

Key Working Relationships

Internal
  • Customer Success Managers
  • Customer Success Specialists
  • Customer Success Agents
  • Development
  • Quality Assurance
  • Product Management
  • Sales
External
  • Customers
  • Customer IT Administrators
  • System Administrators
  • Engineering Managers
  • CAD Administrators
  • Adept Administrators
 

Success Measures

A successful Customer Success Agent consistently demonstrates:
  • High customer satisfaction (CSAT)
  • Timely response and resolution of support cases
  • Effective management of assigned ticket backlog
  • Accurate case documentation
  • Strong collaboration across departments
  • High-quality technical documentation
  • Meaningful contributions to product quality through testing and issue validation
  • Dependable participation in the 24x7 on-call support rotation
  • Continuous technical learning and professional development

All qualified applicants will receive consideration for employment without regard to race, color, religious creed, ancestry, national origin, age, sex, sexual orientation, sexual identity or handicap.

Share

Apply for this position

Required*
We've received your resume. Click here to update it.
Attach resume or Paste resume
Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

To comply with government Equal Employment Opportunity and/or Affirmative Action reporting regulations, we are requesting (but NOT requiring) that you enter this personal data. This information will not be used in connection with any employment decisions, and will be used solely as permitted by state and federal law. Your voluntary cooperation would be appreciated. Learn more.
Invitation for Job Applicants to Self-Identify as a U.S. Veteran
  • A “disabled veteran” is one of the following:
    • a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or
    • a person who was discharged or released from active duty because of a service-connected disability.
  • A “recently separated veteran” means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
  • An “active duty wartime or campaign badge veteran” means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
  • An “Armed forces service medal veteran” means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Veteran status


Voluntary Self-Identification of Disability
Voluntary Self-Identification of Disability Form CC-305
OMB Control Number 1250-0005
Expires 05/31/2026
Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Please check one of the boxes below:

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

You must enter your name and date
Human Check*