Client Success Manager
Job Description
How You Will Make a Difference
As a member of the Client Success team, you'll have an assigned book of accounts to manage. The ideal candidate is a self-starter that's relationship-focused and can operate in a fast-paced environment. The ideal candidate is comfortable with real estate products and services and has a proven record of success managing executive and C-level relationships. You'll also work in partnership with our Revenue, Operations, Technology, and Product Teams to optimize cross-functional processes that range from internal to external (client-facing).
In This Role, You'll Get To:
Qualifications and Expereince:
We Are Looking For People Who Have/Are
As a MountainSeed employee you will enjoy benefits such as:
MountainSeed is proud to be an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, pregnancy, sexual orientation, or any other characteristic protected by law.
As a member of the Client Success team, you'll have an assigned book of accounts to manage. The ideal candidate is a self-starter that's relationship-focused and can operate in a fast-paced environment. The ideal candidate is comfortable with real estate products and services and has a proven record of success managing executive and C-level relationships. You'll also work in partnership with our Revenue, Operations, Technology, and Product Teams to optimize cross-functional processes that range from internal to external (client-facing).
In This Role, You'll Get To:
- Develop long-lasting relationships with new and existing bank clients. Be perceived as a trusted advisor and knowledgeable in real estate markets
- Work with clients to discover and understand their needs and create action plans to achieve those
- Perform monthly client check-ins to assess overall account health
- Meet quarterly KPI goals on meetings set, marketing/revenue opportunities, realization, and churn
- Drive product adoption by doing monthly product mix reviews to determine if the client is utilizing products needed to achieve their goals/objectives
- Conduct Quarterly Business Reviews with top accounts (virtually and in-person - some travel required)
- Ensure timely responses to inbound client inquiries
- Troubleshoot client issues and escalate internally to mitigate churn risks. Collaborative and highly effective in partnering with internal teams for seamless support of clients
- Contribute in developing client onboarding and/or Help Centers by analyzing journey/experience sticking points and offering ideas/solutions
- Perform routine updates to client profile in Salesforce CRM (adding contacts, defining roles, updating metrics/Client Health Score, etc.)
- Participate in sales presentations, as needed
- Participates, as needed, in product testing and validation using product knowledge to identify and document bugs as well as suggests enhancements
- Able to nimbly manage multiple clients with high-level of client focus
- A passion for providing proactive client-focused solutions
- Strong project management and organization skills
- Willing to go above and beyond, while maintaining a positive attitude
- Strong analytical, and problem-solving skills, and proven attention to detail
- Develop a foundational understanding of the MountainSeed platform, including our client journey, service offerings, client segmentation and client database
- Work on projects to improve client onboarding and support the Onboarding Team as-needed
- Educate clients on underutilized aspects of product offerings
- Provide support to junior team members and serve as a role model
Qualifications and Expereince:
- Proven 5 years account management or other relevant experience
- Degrees in Business, Marketing, or any other related fields are typically required.
- Formal sales training with a distinct advantage.
- Excellent verbal and written communication skills.
- Must be comfortable with a rapidly changing workspace
- Experience with Banking, Fintech, or Real Estate preferred
We Are Looking For People Who Have/Are
- A self-starter, with an ability to incorporate feedback and communicate effectively
- A natural hunger to excel in their career
- An infectious curiosity and desire to continually learn and ask questions
- Ability to collaborate cross-functionally and partner with stakeholders to drive business performance
- Experience managing timelines and presenting effectively to internal and external stakeholders
- A desire to work in a fast-paced / startup feel environment
- Experience with Microsoft Suite and/or Google Suite
- Bonus points for experience with or interest in learning: Salesforce, Intercom, Zendesk, Appcues, and other tools within our post-sales technology stack
As a MountainSeed employee you will enjoy benefits such as:
- 3 weeks PTO
- 13 company paid holidays
- Paid parental leave
- Flexible working environment
- Medical, Dental, Vision
- 401K plans are available first of the month following 30 days of employment.
- Remote/hybrid (with a couple days per week in office)
- The office is located at 2100 Powers Ferry Road, Atlanta 30339.
MountainSeed is proud to be an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, pregnancy, sexual orientation, or any other characteristic protected by law.
Date Posted
08/29/2022
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