Ortiz Property Group @ REAL Broker

Enterprise Customer Success Manager

Ortiz Property Group @ REAL Broker

full-time

Posted on:

Location Type: Hybrid

Location: Denver • Colorado • 🇺🇸 United States

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Salary

💰 $140,000 - $160,000 per year

Job Level

SeniorLead

About the role

  • Own and command the full customer lifecycle for 10–15 enterprise accounts, driving measurable value, adoption, and expansion
  • Cultivate deep, trusted, and transparent relationships across all levels of the customer’s organization—from end-users and champions to C-suite decision-makers
  • Lead quarterly business reviews and executive conversations that tie product adoption to business impact
  • Confidently manage escalations, serving as the first point of resolution and diffusing risk with minimal management support
  • Drive internal accountability, ensuring cross-functional teams deliver on commitments with urgency and clarity
  • Proactively identify risks and opportunities, crafting and owning recommendations to keep customers on a path to green
  • Grow insurance and compliance expertise to provide credible, strategic guidance on process improvements powered by AgentSync
  • Influence product, engineering, sales, and marketing by championing the voice of the customer and identifying opportunities to improve our product and customer experience
  • Contribute to the foundations of a world-class Customer Success function by creating and iterating on best practices, tools, and playbooks

Requirements

  • 10+ years of enterprise B2B SaaS experience in Customer Success, Account Management, Sales, or Consulting
  • 5+ years managing top-tier enterprise/strategic accounts—your company’s largest and most complex customers
  • Proven ability to navigate executive-level conversations with VP+ stakeholders in industries like insurance, financial services, compliance, or legal
  • Track record of successfully managing escalations and leading difficult conversations with both customers and internal teams
  • Strong ownership mentality—take full responsibility for outcomes and hold customers and internal teams accountable
  • Natural influencer who can drive cross-functional alignment without formal authority
  • Exceptional communicator: skilled at simplifying complex solutions for customers and articulating customer needs to internal stakeholders
  • Problem-solver with high EQ: comfortable in details and strategic alignment
  • Proactive, resourceful, and resilient—able to thrive in ambiguity while consistently delivering results
  • Salesforce experience is a plus
Benefits
  • Denver/Boulder Metro $140,000 - $160,000 + Annual Bonus
  • Eligible to participate in AgentSync’s equity and bonus programs
  • Healthcare Insurance: Medical, Dental, Vision
  • Parental leave and return to work childcare care stipend
  • 401(k) retirement savings plan
  • Unlimited PTO
  • 11 paid holidays per year

Applicant Tracking System Keywords

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

Hard skills
B2B SaaSCustomer SuccessAccount ManagementSalesConsultingEscalation ManagementProcess ImprovementStrategic GuidanceCross-functional AlignmentRisk Management
Soft skills
Relationship BuildingInfluencingCommunicationProblem-solvingOwnership MentalityResilienceProactivityEmotional IntelligenceSimplifying Complex SolutionsNavigating Executive Conversations