Customer Success Manager

• Serve as the primary point of contact for enterprise-level accounts with large, diverse portfolios.
• Build and maintain strong, trusted relationships with stakeholders across multiple regions and ownership groups.
• Deliver exceptional client service across ILS Management™, Brynsights™, and Fee Transparency Compliance Monitor™.
• Lead product demos and training sessions tailored to client needs.
• Oversee onboarding from kickoff to full adoption, ensuring seamless implementation and alignment across internal teams.
• Coordinate cross-functionally to guarantee flawless execution and timely delivery of services.
• Monitor ILS accuracy, branding consistency, and listing performance to maximize Digital Curb Appeal.
• Identify discrepancies, inefficiencies, or opportunities in ILS data and proactively resolve them.
• Analyze platform reporting and performance dashboards to uncover trends and insights.
• Present data-driven recommendations that guide clients toward smarter operational and marketing decisions.
• Simplify complex data, translating it into actionable strategies that resonate with executives and operators.
• Lead internal projects focused on improving efficiency, scalability, and overall client impact.
• Collaborate with product, operations, and leadership teams to identify new opportunities for platform and service enhancements.
• Advocate for client needs and influence roadmap prioritization.

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