Client Success Director
Maven Clinic
Maven
Customer Success Manager
MoxiWorks
full-time
Posted on:
Location Type: Hybrid
Location: Bellevue • Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $79,000 - $85,000 per year
Job Level
Mid-LevelSenior
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
- 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
- Sequoia 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
customer success managementaccount managementdata analysisproject managementconsultative sellingpresentation skillsproblem-solvingunderstanding of APIs
Soft skills
communicationrelationship buildingproactive mindsetorganizational skillsself-managementsolution-oriented mindsetadaptabilityanalytical thinking
Certifications
Bachelor's degree in BusinessBachelor's degree in Computer Science
