MoxiWorks

Customer Success Manager

MoxiWorks

full-time

Posted on:

Location Type: Hybrid

Location: Bellevue • Washington • United States

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Salary

💰 $79,000 - $85,000 per year

About the role

  • 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.

Requirements

  • 3+ years of experience in a customer-facing role (Customer Success, Support, or Account Management), ideally in a tech/SaaS environment.
  • Proven track record of managing enterprise or mid-market accounts with a focus on renewals, adoption and expansion.
  • Experience working in a consultative capacity with clients, including running workshops, delivering presentations, and discussing goals and program outcomes with senior stakeholders.
  • Organized, analytical, and comfortable presenting and speaking to data-driven insights with senior stakeholders.
  • Strong communication and relationship-building skills.
  • Proactive mindset.
  • Able to identify signals and initiate value-driven conversations quickly.
  • Solutions-oriented with strong problem-solving skills.
  • Comfortable working with technical products or APIs (no coding required, but ability to understand how it works).
  • Experience using CSM tools like ChurnZero, Gong, MS Office, Salesforce.
  • Passion for exceeding customer expectations and providing exceptional service.
  • Familiarity with the Proptech space and with real estate generally.
  • Bachelor's degree in Business, Computer Science, or a related field is a plus.
Benefits
  • Sequoia Medical/Dental/Vision
  • Paid Time Off
  • Holiday Pay-11 days
  • Breavement-3 days
  • Get paid on your birthday
  • STD/LTD-company paid
  • Supplemental Life, Critical Illness, Accident
  • PerkSpot Employee Assistance Program
  • Wellbeing Program
  • Discounted Pet Insurance
  • Office Lunch
  • Employee Engagement Programs
Applicant Tracking System Keywords

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

Hard Skills & Tools
customer successaccount managementproject managementdata analysisconsultative sellingpresentation skillsproblem-solvingtechnical product understandingrenewals managementadoption strategies
Soft Skills
communicationrelationship buildingproactive mindsetorganizational skillsself-managementsolution-orientedanalytical thinkinginitiativeadaptabilitycustomer advocacy