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Casey Colligan profile image

Casey Colligan

Manager of Client Relations at Smartrr
Intro Book
Seasoned professional with leadership, project management, and engineering expertise.
  • Claim this Profile
Location
New York, New York, United States, US
Languages
  • English Native or bilingual proficiency
Skills
  • Leadership
  • Project Management
  • Training
  • Cross Functional Team Leadership
  • Teamwork
  • Show all
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Bio

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Casey Colligan is a seasoned professional with a strong background in leadership, project management, and engineering. With a Bachelor's Degree in Mechanical Engineering from Rensselaer Polytechnic Institute and extensive experience in leadership roles, Casey has honed her skills in team management, customer success, and technical support. She is proficient in SolidWorks, Microsoft Office, and has certifications in various areas including Customer Success Management, Technical Sales, and Product Management.

Credentials

  • Effective Listening
    LinkedIn
    Aug, 2021
    - Apr, 2026
  • Product Management: Building a Product Strategy
    LinkedIn
    Jun, 2021
    - Apr, 2026
  • Financial Basics Everyone Should Know
    LinkedIn
    May, 2021
    - Apr, 2026
  • Technical Sales: The Role of the Sales Engineer
    LinkedIn
    May, 2021
    - Apr, 2026
  • The Six Morning Habits of High Performers
    LinkedIn
    Dec, 2020
    - Apr, 2026
  • Customer Success Management Fundamentals
    LinkedIn
    Jun, 2020
    - Apr, 2026
  • Sales: Customer Success
    LinkedIn
    Jun, 2020
    - Apr, 2026
  • Setting Team and Employee Goals
    LinkedIn
    Feb, 2020
    - Apr, 2026
  • Setting Business Unit Goals
    LinkedIn
    Jan, 2020
    - Apr, 2026
  • Success Habits
    LinkedIn
    Dec, 2019
    - Apr, 2026
  • Certified SOLIDWORKS Professional Advanced - Mold Tools (CSWPA-MT)
    SolidWorks Authorized Training Centre
    Apr, 2019
    - Apr, 2026
  • Certified SOLIDWORKS Specialist - EXALEAD OnePart
    SolidWorks Authorized Training Centre
    Mar, 2019
    - Apr, 2026
  • Certified SOLIDWORKS Professional - Flow Simulation (CSWP-F)
    SolidWorks Authorized Training Centre
    Feb, 2019
    - Apr, 2026
  • Certified SOLIDWORKS Professional - Simulation (CSWP-S)
    SolidWorks Authorized Training Centre
    Feb, 2019
    - Apr, 2026
  • Certified SOLIDWORKS Professional Advanced - Electronic Cooling (CSWPA-EL)
    SolidWorks Authorized Training Centre
    Feb, 2019
    - Apr, 2026
  • Certified SOLIDWORKS Professional Advanced - Thermal & Frequency (CSWPA-TF)
    SolidWorks Authorized Training Centre
    Feb, 2019
    - Apr, 2026
  • Certified SOLIDWORKS Specialist - CAM
    SolidWorks Authorized Training Centre
    Feb, 2019
    - Apr, 2026
  • Certified SOLIDWORKS Specialist - Composer
    SolidWorks Authorized Training Centre
    Feb, 2019
    - Apr, 2026
  • Certified SOLIDWORKS Specialist - Data Management
    SolidWorks Authorized Training Centre
    Feb, 2019
    - Apr, 2026
  • Certified SOLIDWORKS Specialist - Draftsight
    SolidWorks Authorized Training Centre
    Feb, 2019
    - Apr, 2026
  • Certified SOLIDWORKS Specialist - Flow Simulation
    SolidWorks Authorized Training Centre
    Feb, 2019
    - Apr, 2026
  • Certified SOLIDWORKS Specialist - Inspection
    SolidWorks Authorized Training Centre
    Feb, 2019
    - Apr, 2026
  • Certified SOLIDWORKS Specialist - MBD
    SolidWorks Authorized Training Centre
    Feb, 2019
    - Apr, 2026
  • Certified SOLIDWORKS Specialist - Mechanical Design
    SolidWorks Authorized Training Centre
    Feb, 2019
    - Apr, 2026
  • Certified SOLIDWORKS Specialist - Plastics
    SolidWorks Authorized Training Centre
    Jan, 2019
    - Apr, 2026
  • Certified SOLIDWORKS Specialist - Visualize
    SolidWorks Authorized Training Centre
    Jan, 2019
    - Apr, 2026
  • Certified Customer Service/MBTI Professional
    MACNY - The Manufacturers Association
    May, 2018
    - Apr, 2026
  • Certified SOLIDWORKS Specialist - Simulation
    SolidWorks Authorised Training Center
    May, 2018
    - Apr, 2026
  • Certified SOLIDWORKS Trainer - Simulation
    SolidWorks Authorised Training Center
    May, 2018
    - Apr, 2026
  • Certified Specialist - Tech Support Advanced (CSWS-TSA)
    SolidWorks Authorised Training Center
    May, 2018
    - Apr, 2026
  • Certified SOLIDWORKS Associate - Simulation (CSWA-Simulation)
    SolidWorks Authorized Training Centre
    Dec, 2017
    - Apr, 2026
  • Certified SOLIDWORKS Expert (CSWE)
    SolidWorks Authorized Training Centre
    Jul, 2017
    - Apr, 2026
  • Certified SOLIDWORKS Mechanical Design Expert
    Dassault Systèmes
    Jun, 2017
    - Apr, 2026
  • Certified SOLIDWORKS Trainer - Mechanical Design (CSWS-TMD)
    SolidWorks Authorized Training Centre
    Apr, 2017
    - Apr, 2026
  • Certified SOLIDWORKS Professional Advanced Weldments (CSWPA-WD)
    SolidWorks Authorized Training Centre
    Nov, 2016
    - Apr, 2026
  • Certified SOLIDWORKS Professional Advanced Sheet Metal (CSWPA-SM)
    SolidWorks Authorized Training Centre
    Sep, 2016
    - Apr, 2026
  • Certified SOLIDWORKS Professional Advanced Drawing Tools (CSWPA-DT)
    SolidWorks Authorized Training Centre
    Aug, 2016
    - Apr, 2026
  • Certified SOLIDWORKS Professional Advanced Surfacing (CSWPA-SU)
    SolidWorks Authorized Training Centre
    Jul, 2016
    - Apr, 2026
  • Certified SOLIDWORKS Professional (CSWP)
    SolidWorks Authorized Training Centre
    Jun, 2016
    - Apr, 2026
  • Certified SOLIDWORKS Associate (CSWA)
    SolidWorks Authorized Training Centre
    Apr, 2016
    - Apr, 2026
  • Certified SOLIDWORKS Specialist - Tech Support Onboarding
    SolidWorks Authorized Training Centre
    Mar, 2016
    - Apr, 2026

Experience

  • Smartrr
    • United States
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Manager of Client Relations
      • Mar 2023 - Present

      Lead and mentor a team of Client Success Managers, providing guidance, training, and support to ensure consistent delivery of exceptional customer service.Collaborate closely with Sales, Product, and Technical teams to align customer goals and requirements with our platform capabilities, ensuring maximum value and satisfaction.Build and nurture strong client relationships, acting as the primary point of contact for key accounts and addressing their needs and concerns effectively.

    • Client Success Team Lead
      • Sep 2022 - Mar 2023

      Managed strategic accounts and helped find opportunities for those businesses to scaleMentored new CSM hires and assisted with their onboarding

    • Client Success Manager
      • Sep 2021 - Sep 2022

      Acted as the face of the company for 50+ high volume accountsSupported Smartrr clients by providing a seamless onboarding experienceProactively monitored customer accounts, identified potential issues or areas for improvement, and developed strategies to address them

  • CADimensions, Inc.
    • United States
    • Engineering Services
    • 1 - 100 Employee
    • Product Manager & Customer Success Manager
      • Jan 2021 - Sep 2021

      Work with sales reps to understand customer needs and demo/advocate the correct software packages.Manage all aspects of products including:• Product positioning/marketing content creation• Upsell and opportunity creation• Consulting services• Advanced training• Advanced technical supportCustomer Success Management:• Manage relationship with all new users of our software solutions• Discover business insights with accounts to further enhance their experience with our products• Provide technical resources and act as a main point of contact

    • Customer Success Manager & Elite Training Specialist
      • Jan 2020 - Jan 2021

      Customer Success Manager• Developed specifications and metrics to define and drive this role• Created process for tracking engagement and customer success• Manage relationship with all new users of our software solutions• Discover business insights with accounts to further enhance their experience with our products• Provide technical resources and act as a main point of contactElite Training Specialist• Lead online and in-person professional training classes for all Solidworks software solutions• Present live technical Lunch & Learn webinars

    • Elite Application Engineer
      • Mar 2019 - Mar 2020

      • Lead professional Solidworks CAD and FEA training sessions• Achieved Elite Application Engineer certification from Dassault Systemes Solidworks

    • Senior Support Engineer
      • Jul 2017 - Mar 2019

      • Lead professional training sessions for SOLIDWORKS• Provide technical support for SOLIDWORKS CAD and FEA• Present at SOLIDWORKS User Group events• Produce CAD consulting and photo rendering services for customers

    • SOLIDWORKS Support Engineer
      • Dec 2015 - Jul 2017

      • Provide post sales technical support for SOLIDWORKS Premium, and partner products• Produce SOLIDWORKS Marketing content

  • Rensselaer Polytechnic Institute
    • Troy, New York
    • Offensive Coordinator - Men's Lacrosse Assistant Coach
      • Oct 2016 - Jun 2018
      • Troy, New York

      • Coach and coordinate offensive strategy and game play • Assist with daily operations including facilitating practices and games • Help college athletes further develop their athletic skills and lacrosse IQ • Act as a mentor and leader for the team

  • Upstate Lacrosse Association
    • Baldwinsville, NY
    • Youth League Head Coach
      • Jun 2011 - Aug 2014
      • Baldwinsville, NY

      • Managed team operations and practice scheduling as head coach• Trained athletes on how to be good leaders both on and off the field• Focused on teaching athlete's the benefits of teamwork and commitment

  • Imperial Gardens and Ponds
    • Baldwinsville, NY
    • Associate Landscape Architect/Project Manager
      • May 2013 - Aug 2013
      • Baldwinsville, NY

      • Developed teamwork and leadership skills• Worked with clients to determine scope of project and define our company's deliverables

Education

  • 2011 - 2015
    Rensselaer Polytechnic Institute
    Bachelor’s Degree, Mechanical Engineering with minor in Psychology
  • 2007 - 2011
    Baldwinsville High School
    High School

Suggested Services

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Industry Focus. “Mechanical or Industrial Engineering”

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