Client Success Manager

About the role

Pereview Software is seeking a Client Success Manager to join our high-performing team. This pivotal role involves serving as the vital link between our clients and our internal teams to ensure they are fully enabled across the Pereview platform.

Responsibilities

• Manage a book of clients throughout their entire journey post implementation
• Proactively and routinely check-in with our clients to discuss their adoption related to their adoption plan, along with identifying reasons for under or overachievement
• Identify any trends that need to be addressed within our business related to low adoption and communicate those trends to Pereview leadership
• Bring best practices from clients and the industry to the entire client base
• Shadow Client Onboarding projects, as well as other applicable Client Success functions to learn the full Client Experience
• Gather and prioritize client feedback through various internal platforms, looking for pertinent trends and anomalies
• Follow all Clients on LinkedIn staying informed of their business dealings and commenting with Pereview support to their success
• Travel to build face-to-face relationship with Client base at all levels of usage
• Conduct regular check-ins, QBRs (Quarterly Business Reviews), and feedback sessions with clients to ensure continuous improvement and satisfaction
• Escalate complex issues to engineering or technical teams while maintaining ownership of client communication
• Build and sustain strong relationships with cross functional departments

Requirements

• 3+ years of experience in client success or account management roles
• SaaS experience and mindset to scale our client base while maintaining strong client relationships
• Clear and empathetic communication skills, both written and verbal with a client-first mindset
• Ability to manage and resolve conflicts with clients
• Ability to put client first and ensure their success
• Lead client facing meetings and presentations with varying levels of attendees including executives
• Proactively provide agendas prior to meetings and deliver post meeting notes, assign tasks and follow up items
• Collaborate with adjacent functional teams
• Experience with ticketing and CRM systems (e.g., Zendesk, HubSpot, Wrike, Jira, ServiceNow)
• Bachelor's degree (business or finance preferred)

Qualifications

• Previous experience in a client-facing role with enterprise clients
• Experience managing SaaS clients with complex integrations
• Commercial Real Estate or Asset Management experience

Benefits

• Competitive salary
• Health, Vision, and Dental benefits to fit your needs
• 401k - 4% Company match
• Discretionary bonuses
• Discretionary Time Off - 3 weeks off annually