Customer Success Manager

Required Customer Success Manager
Description
Were a fast-growing FinTech and PropTech company on a mission to revolutionize how real estate investment firms and their investors manage capital, streamline operations, and communicate. Our Investment Management platform helps firms raise and retain more capital, improve investor satisfaction, and simplify complex processes. We do this by automating back-office operations, enabling seamless investor communication, and equipping teams with advanced tools to elevate their real estate marketing efforts.
As a Customer Success Manager, you will be the trusted partner for our clients, guiding them throughout their journey and ensuring they get maximum value from our platform. Youll work closely with cross-functional teams to support adoption, drive retention, and build long-term relationships that lead to mutual success.
Your key responsibilities will include:
Be the main point of contact for your clients, always there to help and train them on new features
Own and manage new client onboarding - understanding their business goals and teaching them how to use and get value from our platform
Build, execute, and manage ongoing success and engagement plans tailored to each client
Represent the voice of the customer and advocate for client needs internally, influencing the product roadmap
Lead internal cross-functional improvement projects to enhance the client experience, boost product adoption and client retention
Create new revenue opportunities for the company by upselling additional products to existing clients.