Customer Success Manager

Priority Technology Holdings, LLC

101d • $90,000 - $100,000

About The Position

We’re a fast-growing PropTech company transforming how real estate operates through cutting-edge technology, data, and industry expertise. We're looking for a Customer Success Manager who is passionate about delivering exceptional customer experiences, growing strategic accounts, and making a measurable impact. In this role, you’ll be a trusted partner to our clients—driving product adoption, resolving challenges, uncovering growth opportunities, and ensuring long-term success.

Requirements

• 3–6+ years in a Customer Success, Account Management, or Client Services role.
• Experience in SaaS, PropTech, or a related B2B technology environment.
• Demonstrated success managing high-value accounts and delivering ROI.
• Excellent communication, relationship-building, and problem-solving skills.
• Comfort working cross-functionally with Sales, Product, and Support teams.

Nice To Haves

• Knowledge of real estate, multifamily, or commercial property management.
• Experience with tools like Salesforce, HubSpot, Looker, or similar CRMs.
• Familiarity with analyzing P&L and other account performance metrics.
• Understanding of ACH, credit card transactions, refunds, chargebacks, etc.

Responsibilities

• Serve as the primary point of contact for a portfolio of key client accounts.
• Build and nurture long-term relationships with stakeholders at all levels.
• Lead weekly check-ins and strategic quarterly business reviews.
• Monitor account health including volume, revenue, and P&L performance.
• Identify opportunities for upselling and cross-selling based on client needs.
• Build and execute strategic account plans that drive measurable outcomes.
• Drive adoption through engagement campaigns, education, and best practices.
• Collaborate with internal teams to scale client success programs.
• Maintain up-to-date CRM records and customer data.
• Generate and share regular performance and health reports with clients and internal stakeholders.
• Leverage data insights to inform client strategies and internal planning.
• Monitor customer satisfaction and NPS scores, following up on feedback.
• Manage renewal processes and support retention strategies.
• Partner with Finance and AR teams to ensure billing accuracy and resolve discrepancies.

Benefits

• Compensation range: $90,000 - $100,000
• Bonus programs
• 401(k) match
• Employee Stock Purchase Program (ESPP)
• HSA and FSA options
• Financial wellness resources and employee discount programs
• Medical, dental, and vision coverage
• Mental health support for employees and dependents through Lyra Health
• Family planning and women’s health benefits through Carrot
• Gym membership reimbursement and virtual wellness programs (including yoga)
• 3 weeks PTO to start, with unlimited PTO after year one
• Education expense reimbursement
• Leadership development programs
• Certified Payments Professional (CPP) certification support

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level