Customer Success Associate

Our world is transforming, and PTC is leading the way. Our software brings the physical and digital worlds together, enabling companies to improve operations, create better products, and empower people in all aspects of their business.

Our people make all the difference in our success. Today, we are a global team of nearly 7,000 and our main objective is to create opportunities for our team members to explore, learn, and grow – all while seeing their ideas come to life and celebrating the differences that make us who we are and the work we do possible.

The Customer Success Associate (CSA) is the primary Customer Success point of contact for a large number of smaller Onshape customers who do not have a dedicated Customer Success Manager. The CSA provides these customers with a responsive, consistent, and high-quality experience at scale, helping them navigate questions, resolve issues, and successfully manage their relationship with Onshape.

The CSA ensures these customers receive a responsive, high-quality experience whenever they need assistance. This role owns inbound customer requests across subscription and renewal questions, billing, account administration, product and support navigation, and other general customer needs—either resolving the request directly or connecting the customer with the right Onshape team.

The CSA plays an important role in customer satisfaction and retention by making it easy for customers to get answers, solve problems, and successfully do business with Onshape. The ideal candidate is highly responsive, organized, customer-focused, and comfortable managing a high volume of customer interactions while balancing empathy, urgency, and problem-solving.

Responsibilities

Customer Support & Case Management

Respond to inbound customer inquiries through email and case management systems.

Deliver timely, professional, and accurate responses.

Own customer communications through resolution or appropriate handoff.

Maintain detailed records of customer interactions.

Renewal & Subscription Inquiries

Assist customers with renewal-related questions.

Support cancellation, contraction, and downsell requests.

Provide renewal dates and subscription information.

Coordinate invoice requests prior to renewal.

Route complex retention situations to the appropriate teams.

Billing & Administrative Requests

Assist with billing-related inquiries, including:

Invoice copies

Payment receipts

Invoice revisions

Purchase order updates

Company name changes

Billing contact updates

Refund requests

Payment method changes

Account Management Support

Assist customers with account maintenance and administrative tasks.

Guide customers through:

User management

Company ownership changes

Company profile updates

Email address updates

Access and login issues

General account questions

Growth Opportunity Identification

Recognize and route expansion opportunities.

Identify customer interest in:

Additional subscriptions

Advanced Studios

API capabilities

Other premium products and services

Coordinate with Sales teams on qualified opportunities.

Technical Request Triage

Guide customers to the appropriate support resources.

Assist with support ticket creation.

Escalate technical issues to Technical Services when necessary.

Ensure customers understand next steps and ownership throughout the process.

Process Improvement

Identify recurring customer issues and trends.

Recommend improvements to workflows, documentation, and customer resources.

Contribute to knowledge base and process documentation updates.

Key Performance Indicators

Gross Retention for this customer segment

First response time

Case resolution time

Customer satisfaction (CSAT)

Case volume managed and backlog size

SLA attainment

Opportunity identification and handoff rate

Renewal inquiry resolution rate

Renewal risk escalations identified

Qualifications

1-3 years of experience in Customer Success, Customer Support, Account Management, or similar customer-facing roles.

Exceptional written and verbal communication skills.

Strong customer empathy and problem-solving abilities.

Highly organized with strong attention to detail.

Ability to manage multiple customer requests simultaneously.

Experience using CRM and support systems such as Salesforce, Zendesk, or similar platforms.

Self-starter with a continuous improvement mindset.

CAD, SaaS, or engineering software experience is a plus but not required.

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?

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