Customer Success Manager

About the role

We are looking for a driven and relationship-oriented Customer Success Manager to join our growing team. In this role, you will manage a large portfolio of customers, helping them unlock value from our platform through proactive engagement, scalable programs, and data-driven insights. You'll be a key driver of retention, product adoption, and customer satisfaction across a diverse customer base.

Responsibilities

• Own the success of our Commercial Real Estate customers, developing scalable playbooks and touchpoints to drive engagement and retention
• Serve as a trusted advisor to customers, helping them achieve their goals and maximize ROI
• Monitor customer health scores and usage data to proactively identify at-risk accounts and opportunities for growth
• Design and execute scalable programs (webinars, email campaigns, in-app guidance) that deliver value at scale
• Collaborate cross-functionally with Sales, Product, and Support to champion the voice of the customer
• Track and manage renewals, escalations, and at-risk accounts in coordination with internal stakeholders
• Maintain accurate account records and activity logs within SFDC and HubSpot

Requirements

• 2-5 years of experience in Customer Success, Account Management, or Program/Project Management within the fintech industry
• Proven ability to manage a large book of business with a data-driven, scaled approach
• Strong communication and organizational skills with the ability to prioritize across competing demands
• Experience building and executing customer programs or playbooks that drive measurable outcomes
• Comfort working in a fast-paced, high-growth environment
• Experience with MRI software is a plus
• Experience in Commercial Real Estate is a plus

Qualifications

• Candidates with 5+ years in Accounts Receivable would also be considered

Skills

• Strong communication and organizational skills
• Data-driven approach to problem-solving
• Ability to work independently and as part of a team
• Customer-centric mindset

Benefits

• Equal opportunity employer
• Salary range above reflects base salary only. Total OTE ranges to $100K -$110K USD

Pay

• Salary range above reflects base salary only. Total OTE ranges to $100K -$110K USD USD

Schedule

• Flexible schedule to accommodate the needs of our growing team