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
client relationship management, troubleshooting software issues, account management, project coordination, written and verbal communication, Salesforce proficiency
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 of client interactions; identify growth opportunities and recommend solutions; collaborate with internal teams on special projects.