Client Success Manager

About Us:

We are a B2B SaaS solution for real estate brokers and investors pioneering the future with our groundbreaking platform. Built on Salesforce, our products offer comprehensive solutions covering all aspects of our clients' business operations. As we continue to innovate and expand, we're looking for a Customer Success Manager who shares our passion for excellence and our core values of Wisdom, Power & Strength, Hard Work, Integrity & Trust, and Authenticity.

Job Summary:

As a Customer Success Manager, you'll be the heart of our client relationships, ensuring our partners achieve their strategic objectives while maximizing the value they get from our solutions. This role involves assisting with sales, onboarding, training, managing the post-sale client journey, fostering account growth, and driving customer satisfaction and loyalty. If you're proactive, empathetic, tech savvy and driven to create meaningful customer experiences, you'll fit right in.

What We Offer:

• $65k-$80k Base + Bonus = $81k-$100k On Track Earnings

• Profit Sharing Bonus (10% on margin)

• Fully Remote work

• 2 Weeks PTO

• Paid Holidays and comprehensive leave entitlements

• Flexible work hours to support work-life balance

• Supportive work environment

• Ground floor on an emerging SaaS start-up

• The chance to be part of a family-oriented team that’s growing holistically

Essential Duties and Responsibilities

• Develop and maintain strong relationships with a portfolio of clients, understanding their business needs and challenges.

• Act as the main point of contact for clients, guiding them through their customer journey from onboarding to advocacy.

• Identify opportunities for account growth through upselling and cross-selling.

• Monitor customer health indicators, develop strategies to mitigate churn, and ensure clients achieve their desired outcomes.

• Collaborate with sales, marketing, and product teams to align on customer goals, share insights, and drive product improvements.

• Provide exceptional customer support, resolving issues with speed and grace.

• Lead QBRs (Quarterly Business Reviews) with key clients, showcasing value and ROI.

• Train on platform capability including new and existing features

Qualifications:

• Proven experience in customer success, account management, or a similar client-facing role in the SaaS or tech industry.

• Familiarity with CRM platforms, must have Salesforce experience.

• Understanding of the real estate industry, preferably 2-3 years of experience in the space.

• Excellent communication and interpersonal skills, with the ability to establish trust and strong relationships.

• Strategic thinker with the ability to identify growth opportunities and drive customer engagement.

• Bachelor's Degree or equivalent in Business, Communications, or a related field.

• Ability to prioritize and manage multiple tasks in a dynamic, fast-paced environment.

• Strong problem-solving skills and the ability to think on your feet.