Customer Success Manager

The Challenge

We are building a team of hardworking and motivated people who want to ensure that every step of the client’s journey is seamless, supported and that the value of the company’s mission is fully realized. The Customer Success Manager will help the company build an outstandingly positive client experience from sponsors, champions, property managers, and residents.

What you will help us deliver

• Partner with Account Executives and Account Managers to build growth strategies for your book of business, working collaboratively to secure successful renewals and expansions.
• Work with collaborative teams to ensure speed and efficiency in onboarding and adoption of services to your clients.
• Develop customized success plans and partner with our internal client management team to accelerate adoption and provide clients with a path to achieve their goals.
• Develop relationships with property managers to understand their business needs and how the company provides value in driving key outcomes.
• Leverage product expertise along with client use case knowledge to proactively identify growth opportunities and establish a client feedback loop.
• Monitor account health through business reviews and account planning.
• Provide ongoing education on the company’s suite of services and Financial Literacy topics to property managers and residents.
• Actively contribute to team and cross-functional continuous improvement initiatives.

Core competencies we are hiring for

• Communication – collaborate with internal and external stakeholders (e.g., executive leadership, account managers, property managers, onboarding teams), manage competing priorities, and articulate a vision and plan in a structured and a professional manner
• Adaptability – able to quickly understand business functions, people, processes, and technologies with analytical discipline, draw on experience, and use empathy to develop a point of view for action
• Strategic Thinking – able to translate high-level company strategic growth objectives into discrete and actionable strategic account plans, understands clients needs and develops a roadmap for success

Above and beyond

• Experience in real estate, property management, and or fintech preferred
• Experience in a startup environment preferred
• 2 years experience in Customer Success, Account Management or Sales with a track record of retaining accounts
• Experience with Jira and Salesforce is preferred
• Comfort working independently and remotely

Benefits

• Remote Work Friendly – your work setting will be primarily remote and you will be expected to be available during ET business hours (9a-6p). We trust you to manage your work and deliverables as you need to. As long as quality work is being done, you can choose the environment that works for you.
• Night Shift: Embrace the opportunity to work during night hours with a supportive team that values your schedule.
• Company-Provided Laptops: We provide the laptops and tools you need to excel in your role.
• Mission driven company with strong culture

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.