Customer Success Manager II – HOA/Real Estate

This is a fully remote position, open to applicants in Texas.

📋 Description

• Serve as the main point of contact for designated accounts

• Manage the assigned portfolio to enhance client adoption and utilization, aiming to meet annual revenue targets

• Evaluate key customer usage metrics and pinpoint areas for enhancement

• Support periodic business reviews for assigned clients

• Establish and nurture robust client relationships; provide weekly account status updates to management

• Recognize revenue opportunities aligned with the organization's overall strategy

• Address client needs and resolve outstanding issues across various departments

• Expand business by anticipating customer requirements and delivering exceptional customer service

• Collaborate with internal teams and clients to achieve monthly billing and pre-bill objectives

• Conduct and facilitate strategic Quarterly Business Review meetings with key decision-makers and executive leadership

• Undertake additional responsibilities as required

⛳️ Requirements

• Proven track record of retaining and growing accounts

• Strong communication skills with both internal and external management, with the ability to work collaboratively with interdepartmental teams

• Experience in project management, including the ability to handle multiple projects at the same time

• Proficiency in MS Office applications (Word, Outlook, PowerPoint, and Excel)

• Excellent verbal, written, and interpersonal communication capabilities

• Ability to work independently and take initiative

• Skill in articulating client needs while balancing organizational goals and initiatives

• Capacity to inspire others towards achieving project deliverables; strong follow-up abilities

• Bachelor's Degree required (in business or related field, or equivalent experience)

• Minimum of 3 years of experience in the HOA and/or Real Estate industry required

• At least 2 years of experience in Customer Success and/or Account Management preferred

🏝️ Benefits

• Competitive salary and performance-based incentives

• Comprehensive health, dental, and vision insurance

• Opportunities for professional development and career advancement

• Flexible work environment with remote work options

• Paid time off and holiday pay