Business Development Representative
Mews
Cloud
Client Success Manager
Built
full-time
Posted on:
Origin: • 🇺🇸 United States • Tennessee
Visit company websiteSalary
💰 $65,000 - $75,000 per year
Job Level
JuniorMid-Level
Tech Stack
Cloud
About the role
- Provide post-onboarding support for clients using standardized success playbooks
- Monitor and drive product adoption of key stakeholders on key features through scalable training, webinars, and educational content
- Execute one-to-many engagement strategies such as newsletters, webinars, office hours, and product discovery outreach to promote adoption and feature utilization
- Create and maintain scalable resources (e.g., FAQs, how-to guides, onboarding materials) to address common client questions and improve self-service
- Assist with basic business reviews to track progress, uncover opportunities, and support renewal readiness
- Analyze client usage, activation, and health data to identify trends and guide proactive outreach
- Conduct discovery for basic professional service needs and refer clients for deeper support (e.g., workflow reviews) when appropriate
- Facilitate referral, testimonial, and marketing outreach activities across your portfolio
- Collaborate with internal teams to share insights and enhance scalable processes
- Maintain accurate and up-to-date client records in Salesforce and other internal systems
Requirements
- 2+ years of professional experience in a client-facing role or demonstrated transferable skills
- Strong analytical skills to interpret client data and develop actionable insights
- Excellent written and verbal communication, time management, and organizational skills
- Naturally curious and eager to learn about client needs and product solutions
- Comfortable working in a fast-paced, high-volume environment where automation and scale are key
- A strong communicator and relationship builder who enjoys helping others succeed
- Organized, proactive, and excited to grow your client success career in SaaS or FinTech
- Preferred: 1+ years in a FinTech or SaaS environment
- Preferred: Familiarity with the construction industry, commercial real estate, or homebuilder finance
