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CINC

Customer Success Manager

CINC

Client Success Manager ensuring customer satisfaction and engagement for real estate agents using Real Geeks technology. Providing training and strategic guidance for maximizing ROI.

Posted 7/26/2026full-timeRemote • Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer success and account management, with a focus on CRM utilization, lead generation, and client training. Proficient in developing personalized success plans and conducting performance reviews to enhance client engagement and satisfaction.

Highest-signal resume keywords
Customer Success ManagementCRM UtilizationLead Generation ToolsClient Training and CoachingReal Estate Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
CRM ExperienceLead GenerationDigital MarketingClient OnboardingPerformance ReviewCoachingProblem SolvingWorkflow OptimizationClient AdvocacyData Analysis
Soft Skills
Excellent CommunicationSelf-MotivatedOwnership and AccountabilityProactive ApproachConflict Resolution
Tools & Technologies
Real Geeks SuiteCRM AutomationOnline Presence ManagementLead Follow-Up Workflows
Industry Keywords
Customer SuccessAccount ManagementSaaSReal EstateClient Engagement

About the role

Key responsibilities & impact
  • Onboard new clients (post implementation) and guide them through the utilization of our CRM, website, and lead generation services.
  • Educate customers on how to effectively convert leads using our platform, providing best practices and coaching.
  • Develop personalized success plans based on each agent’s business goals.
  • Conduct regular check-ins, strategy sessions, and performance reviews with clients.
  • Proactively identify at-risk clients and implement strategies to improve adoption and engagement.
  • Ensure all clients have a positive experience with Real Geeks, even if they have chosen to stop doing business with our company.
  • Provide hands-on training for clients on CRM automation, follow-up strategies, and website management.
  • Conduct one-on-one coaching sessions to enhance customer knowledge.
  • Assist clients with optimizing their online presence and lead follow-up workflows.
  • Provide fast and satisfactory resolution of all inbound inquiries from your assigned clients (via phone, email, live chat).
  • Conduct proactive outreach to clients with low CSAT or NPS scores.
  • Conduct thorough discovery to get at the root cause of each client’s challenges or frustrations.
  • Identify the right resolution steps to prevent cancellations, from training and coaching to financial relief.
  • Reset expectations and d e-escalate clients who have had a negative experience or are frustrated with our lead generation services or platform, as appropriate.
  • Gather actionable insights from clients needing support or wanting to cancel to help improve products and services we offer.
  • Address client concerns, provide solutions, and escalate issues when necessary.
  • Advocate for clients internally, collaborating with Product, Client Marketing, and Support teams to improve the customer experience.
  • Advocate for your customers by collaborating with our Training and Engagement team to develop tailored content and training that enhances their success.
  • Identify expansion opportunities, such as additional lead generation services, and provide consultative recommendations.

Requirements

What you’ll need
  • 2+ years in customer success, account management, training, or senior support role (SaaS, marketing, or real estate experience preferred).
  • Experience with CRMs, digital marketing, or lead generation tools (bonus if you’ve used real estate CRMs).
  • Excellent communication skills, both written and verbal with the ability to coach, train, and inspire real estate agents.
  • Self-motivated with a strong sense of ownership and accountability.
  • Technical aptitude and the ability to thrive in a fast-paced, customer focused environment and are proactive in solving problems.
  • Deep knowledge of the Real Geeks suite of tools and and how to leverage them as a real estate agent.

Benefits

Comp & perks
  • Health insurance
  • Paid time off
  • Flexible work arrangements