As a Customer Success Manager, you will be the cornerstone of our client relationships, dedicated to fostering long-term partnerships and driving mutual success. You will manage a dedicated portfolio of clients focused on maximizing their satisfaction, ensuring high-quality engagement, and securing their continued partnership through proactive retention and strategic growth opportunities (cross-sell/up-sell). You are responsible for deeply understanding client goals, and providing tailored recommendations based on your knowledge of the construction loan process and key performance metrics. A key aspect of this role involves expertly articulating the value of our software, and demonstrating how its features directly address and meet specific client business needs. You will provide essential ongoing software training, guiding both new and existing clients to achieve maximum value. The ideal candidate is an empathetic, highly adaptable, and strategic problem-solver with strong technology aptitude. You possess excellent communication and organizational skills, a commitment to building trust, and a proven ability to drive client success and account expansion.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
101-250 employees