MoxiWorks

Customer Success Manager

• Serve as the primary point of contact for customers post-onboarding and beyond.
• Understand customers’ business goals and how our product aligns with their needs.
• Develop success plans to track key deliverables and milestones relevant to each customer.
• Advocate for your customers, escalating critical business impacting issues in order to drive resolution.
• Conduct business reviews with key stakeholders to identify wins, areas of opportunities and to demonstrate value realization.
• Monitor customer health metrics and proactively reach out to drive engagement and adoption.
• Document feature requests, and user feedback for internal teams and to help influence the Product Roadmap.
• Collaborate cross-functionally across internal MoxiWorks teams (Support, Education, Sales, Marketing, Product, Finance, Engineering)
• Keep your customers informed about upcoming product feature releases.
• Project Management: ability to manage multiple concurrent initiatives across your book of business.
• Maintain accurate records in CRM and support systems (e.g., Salesforce, ChurnZero)
• Contribute CSM specific content including but not limited to templates, playbooks, FAQs, and internal documentation resources.
• Surface expansion opportunities for our Sales Team through relationship building, value demonstration and great discovery.
• Ability to take initiative and adapt as needed.
• Solution-oriented mindset with strong self-management and organizational skills.
• Monitor and identify usage trends to uncover renewal risks and to highlight opportunities to increase engagement and adoption.
• Occasional travel to customer locations or conferences is expected in this role.

Financial Planning and Analysis

• Lead financial planning and analysis function
• Oversee financial planning, budgeting, and forecasting
• Develop robust financial models to support key business initiatives
• Analyze revenue-to-expense ratios to optimize resource allocation
• Collaborate with executive leadership to drive business decisions

Director of Finance

Account Executive

• This is a true hunter role.
• Create your own pipeline, thrive in outbound motion, assess inbound demand, and close complex SaaS deals inside competitive sales cycles.
• Drive new revenue across mid-market brokerages.
• Generate consistent outbound activity (calls, email, LinkedIn, events, etc.).
• Build and manage a 3 – 4x pipeline coverage ratio.
• Develop strategy and target account plans to generate new pipeline.
• Lead discovery with multi-stakeholder buying groups.
• Deliver tailored product demonstrations aligned to brokerage priorities.
• Navigate competitive evaluations.
• Lead pricing discussions and contract negotiations.
• Close multi-year SaaS agreements.
• Partner with Marketing to maximize campaign ROI.
• Provide market intelligence and feedback to Product.
• Work closely with Customer Success for seamless handoffs post-close.
• Maintain clean pipeline hygiene in Salesforce/Hubspot.
• Accurately forecast revenue on a weekly basis.
• Utilize Gong insights and performance metrics to improve conversation rates.
• Consistently achieve or exceed quota.

Account Executive – Mid Market

• Generate consistent outbound activity (calls, email, LinkedIn, events, etc.)
• Build and manage a 3 – 4x pipeline coverage ratio
• Develop strategy and target account plans to generate new pipeline
• Qualify and advance inbound requests
• Lead discovery with multi-stakeholder buying groups
• Deliver tailored product demonstrations aligned to brokerage priorities
• Navigate competitive evaluations
• Lead pricing discussions and contract negotiations
• Close multi-year SaaS agreements
• Partner with Marketing to maximize campaign ROI
• Provide market intelligence and feedback to Product
• Work closely with Customer Success for seamless handoffs post-close
• Maintain clean pipeline hygiene in Salesforce/Hubspot
• Accurately forecast revenue on a weekly basis
• Utilize Gong insights and performance metrics to improve conversation rates
• Consistently achieve or exceed quota

Account Executive – South-Central, East U.S.

Graphics Designer

• Design engaging marketing assets for real estate agents, including: Email templates
• Landing pages
• Print materials (flyers, postcards, brochures, signage)
• Social media graphics and campaigns
• Design multi-touch campaigns built across coordinated marketing templates
• Create scalable, reusable designs optimized for use within proprietary software
• Translate brand guidelines into flexible, agent-friendly templates
• Work independently to manage multiple projects while meeting deadlines
• Collaborate with product, and Creative teams to align design with business goals
• Continuously refine designs based on feedback, performance, and industry trends

Customer Success Manager

Director of Finance

Account Executive – Mid Market

Account Executive – South-Central, East U.S.

Graphic Designer – Part-Time