Customer Success Manager- HelloData

Grace Hill
1d$68,000Remote

About The Position

Grace Hill is seeking a high-impact, growth-oriented Customer Success Manager (CSM) to support our HelloData product by helping drive customer adoption, retention, and expansion in a fast-paced SaaS environment. This role blends hands-on account ownership, strategic relationship management, and data-driven customer guidance. You will serve as a trusted advisor to our customers, ensuring they realize value quickly, grow with our platform, and renew with confidence. This is an outcome-driven role for someone who thrives in scale-mode, enjoys building processes as they go, and wants to make a visible impact on revenue growth and customer satisfaction.

Requirements

  • 2–5+ years of experience in Customer Success, Account Management, or a similar client-facing role (SaaS or tech preferred).
  • Real estate industry experience is required.
  • Proven ability to manage multiple accounts in a fast-paced, high-growth environment.
  • Strong commercial mindset with experience driving renewals, expansion, or revenue growth.
  • Excellent communication, presentation, and relationship-building skills.
  • Strong problem-solving and analytical abilities with a data-driven approach.
  • Comfortable working cross-functionally and navigating evolving processes.
  • Experience with CRM and CS tools (e.g., HubSpot, Intercom, Salesforce, Gainsight, ChurnZero, etc.).
  • Organized, self-motivated, and able to manage priorities independently.
  • Bachelor’s degree preferred or equivalent practical experience.
  • Willingness to travel up to ~30% as needed.

Nice To Haves

  • Property management experience is strongly preferred, but candidates with other real estate experience (multifamily, commercial, proptech, brokerage, development, etc.) will also be considered.

Responsibilities

  • Guide customers through onboarding and implementation in partnership with internal teams.
  • Educate customers on product features and best practices to drive adoption and value realization.
  • Lead ongoing success motions to ensure customers see value early and often.
  • Own a book of business across mid-market and/or enterprise customers.
  • Build strong, long-term relationships with key stakeholders and act as a trusted advisor.
  • Monitor customer health, proactively manage risk, and prevent churn.
  • Lead renewal conversations and ensure a seamless renewal process.
  • Identify and drive upsell and expansion opportunities in partnership with Sales.
  • Proactively align HelloData’s solutions to customer goals and business outcomes.
  • Consistently hit or exceed targets for retention, expansion, and customer satisfaction.
  • Work cross-functionally with Product, Sales, Support, and Marketing to improve the customer experience.
  • Advocate for customer needs and provide feedback to help shape product improvements.
  • Contribute to building scalable customer success processes as HelloData grows.
  • Analyze customer data to track performance, usage, and ROI.
  • Deliver regular success reviews and actionable insights to customers.
  • Maintain accurate records of customer activity, health, and engagement in CRM and CS tools.

Benefits

  • health, dental and vision insurance
  • 401K
  • PTO
  • life insurance
  • disability insurance
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