Client Success Manager

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:

• 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

This opportunity is for you if you have/are:

• Proven 3-5 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 or Real Estate preferred
• 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, and a flexible working environment. Medical, Dental, Vision and 401K plans are available first of the month following 30 days of employment. This position will be hybridThe office is located at 2100 Powers Ferry Road, Atlanta 30339.

ABOUT MOUNTAINSEED:

Guided by our mission to provide opportunity and help people thrive using their God-given abilities, MountainSeed takes a fresh approach to tech-enabled real estate services. We serve our clients in several arenas, including due diligence-related services, decision-support analytical tools, and capital market solutions

MountainSeed MarketPlace

As the largest commercial real estate services marketplace in the nation, we have experience with all types of commercial real estate services. We enable financial institutions with outsourced commercial and residential appraisal management and review services. We also provide additional appraisal-related needs including evaluations and environmental reports, property inspections, tenant risk assessments and more. With an experienced full-time staff of commercial and residential appraisal reviewers located in every US state, we combine the expertise of dedicated, local reviewers with the power of national coverage for a seamless experience that delivers the best of both worlds.

MountainSeed Analytics

With access to nearly 1 million property records and more being added daily, the MountainSeed Analytics platform provides real estate data insights that are both accurate and timely. Sourced directly from property commercial real estate reports, more than 100 data fields are tracked by geography and property type - providing insights into both large and small markets across the US.

OUR PURPOSE is to provide opportunities that help people thrive using their God-given abilities.

OUR CORE VALUES

Be a Self-Starter.

Constantly search out opportunities to improve yourself, your team, and the business. Have the courage to identify problems, solve them, or tell someone who can. Work with a true sense of urgency. Take action, take responsibility, and finish it on time.

Be a Team Player.

Encourage others and celebrate when they succeed. Be willing to pitch in when someone needs help, prioritizing team results above individual results. We believe MountainSeed will succeed to the extent that we can create healthy, high-performing teams.

Don't be an optimist or a pessimist. Be a patriot.

Everything at MountainSeed is not good, and everything is not bad. Passionately seek the greater good for the organization, and be brutally honest about what's working and what's not working. MountainSeed isn't loved because it's great. MountainSeed will be great because it's loved.

Do it Right.

Be the kind of person who does things right even when no one's watching, even if your boss won't catch it, and even if the client won't notice. No one's perfect, but be solid and have integrity.

Be Humble.

Ask first how you can add value. Humility gets harder the more power you have. Invert the org chart - serve those you lead. At MountainSeed, the best idea wins no matter where it comes from. Be intellectually humble, the kind of person that can change your mind in the face of new information or a different perspective.

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.