Real Estate Coach

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

📋 Description

• Take charge of the retention strategy for accounts identified as high-risk.

• Engage directly with at-risk clients to address their concerns, restore trust, and sustain partnerships.

• Create tailored retention plans for key strategic and high-value customers.

• Keep track of customer health indicators and pinpoint potential churn risks.

• Measure and report on monthly retention metrics, save rates, and revenue safeguarding.

• Establish and nurture executive-level relationships with VIP and enterprise clients.

• Perform regular business reviews and offer proactive, premium service.

• Serve as the escalation point for strategic customer-related issues.

• Spot opportunities to increase customer investment through additional products, services, or greater usage.

• Collaborate with Sales and Customer Success on opportunities for expansion.

• Formulate strategies for account growth and lead upsell and cross-sell initiatives.

• Generate referrals and gather testimonials.

• Guide the Customer Success team on retention strategies.

• Design and conduct retention training focusing on objection handling, negotiation, and relationship management.

• Develop and refine best practices, call scripts, and standard operating procedures.

• Mentor Customer Success Managers on navigating difficult conversations and complex customer situations.

• Analyze churn patterns, identify root causes, and suggest improvements in processes and customer experience.

⛳️ Requirements

• A minimum of 5 years in Customer Success, Account Management, Sales, Client Services, or Retention Leadership.

• Demonstrated success in minimizing customer churn and enhancing existing accounts.

• Strong skills in negotiation and conflict resolution.

• Proven experience in managing relationships with executive-level clients.

• Capability to coach and develop high-performing teams that interact with customers.

• Strong analytical abilities with experience in using CRM and customer success platforms.

• Excellent communication, leadership, and presentation capabilities.

• Prior experience in Real Estate Investing is highly preferred.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and growth.

• Flexible work environment and schedule.