Expa

Customer Success Manager

Expa

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $60,000 per year

About the role

  • Own relationships with a portfolio of business brokers (independent and team-based)
  • Run regular 1:1s and check-ins with brokers to understand their pipeline, active deals, and bottlenecks
  • Coordinate the rollout of broker engagement and feedback surveys; synthesize results and share insights with the team
  • Deliver “hard” feedback in a friendly, non-threatening way
  • Become an expert power user of the Iconic web app and broker workflow
  • Onboard new brokers: run live walkthroughs, Q&A, and follow-ups to ensure they’re fully set up
  • Train brokers on lead and deal management workflows
  • Create and maintain scalable enablement materials
  • Proactively monitor adoption and usage; reach out when brokers under-utilize key features or are at risk of churn
  • Design and run a consistent cadence of community experiences
  • Drive engagement across channels (Slack, Zoom, webinars, occasional in-person gatherings)
  • Create ongoing written content tailored to brokers
  • Act as the internal advocate for brokers and communicate structured feedback to product, engineering, and leadership

Requirements

  • 2–5+ years in Customer Success, Account Management, Community Management, Sales Enablement, or similar roles
  • Prior experience in B2B SaaS, marketplaces, or professional services strongly preferred
  • Experience running regular customer check-ins and QBRs/health reviews
  • Webinars, training sessions, or virtual events
  • Online communities (Slack/Discord, forums, membership programs) is a big plus
  • Comfort working with tools like: CRM or CRM-light platforms, Web-based customer portals / dashboards, Slack, Zoom, Loom, Notion/Google Docs, etc.
  • Bonus points for exposure to business brokerage, M&A, real estate, financial services, or legal environments
  • Experience in early-stage startups or fast-changing environments
Benefits
  • medical benefits
  • early-stage equity in the company

Applicant Tracking System Keywords

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

Hard skills
customer successaccount managementcommunity managementsales enablementB2B SaaScustomer check-insQBRstraining sessionsvirtual eventsbroker workflow
Soft skills
relationship managementcommunicationfeedback deliverytrainingmonitoringengagementadvocacysynthesis of insightsorganizationproactivity