Client Success Manager
Core
Retain clients and provide exceptional experience using the Ylopo system through training, support, and account management.
Role type
Client Success Manager
Builds
Client retention and product adoption for real estate professionals
Domain
Real Estate Technology
Deliverable
client delivery
Required skills
account management, troubleshooting software issues, client advocacy, project coordination, Salesforce documentation, stakeholder collaboration
Preferred skills
real estate industry knowledge
Responsibilities
Manage client relationships and evaluate client health; conduct 1:1 meetings for support, training, and account reviews; consult with clients to align product solutions to their needs; manage retention efforts for at-risk clients; troubleshoot client problems and escalate issues; maintain accurate documentation in Salesforce; identify growth opportunities and recommend solutions; collaborate with product support and internal teams on special projects.
Seniority
Mid-level, hands-on IC