Client Success Manager – Emerging and Inside Sales

Perseus Group, Constellation Software

. Serve as the primary point of contact for operational contacts, maintaining and growing client relationship while ensuring ongoing excellent customer service.

Posted 5/10/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $82,800 - $101,200 per yearWebsite

About the role

Key responsibilities & impact

Serve as the primary point of contact for operational contacts, maintaining and growing client relationship while ensuring ongoing excellent customer service.
Build trusted advisor relationships with key operational leaders at client organizations.
Build, personalize, & deliver personalized quarterly business reviews (QBRs), sharing peer benchmark data, ROI updates, and efficiency opportunities.
Strategically focused on ensuring the overall success and retention of Optimal Blue clients.
Serves as a subject matter partner for clients utilizing Optimal Blue PPE, with a strong understanding of pricing, eligibility and workflow configuration.
Drives PPE adoption by identifying underutilized features, configuration gaps, and workflow inefficiencies.
Monitors and assesses the health of client relationships through data, leading indicators, and direct engagement.
Formulates and manages an action plan to identify and manage client goals, as well as any challenges, risks and growth opportunities within the client account.
Own forecasting and prioritization for client renewals within assigned accounts.
Identify new business opportunities and collaborate with sales personnel for new Optimal Blue products or services.
Collaborate cross-functionally with internal teams (e.g., Sales, Marketing, Finance, Product, Services) to drive long-term healthy client relationships.
Represent the voice of the customer in leadership meetings, providing insight from clients to help prioritize product enhancement and bug fix requests.
Planning and executing webinars and virtual events to educate and engage customers using data driven insights to inform and organized tracking to maximize attendance and impact.
Heavy use of technology and automation tools (e.g., CRM, marketing automation, customer success platforms etc.) to streamline workflows and deliver client communications at scale.
Create referenceable customers through case studies, reference calls, and speaking engagements.

Requirements

What you’ll need

Bachelor's degree or an equivalent combination of education, training, and work experience.
At least 3 years of experience in a client-facing role such as Client Success function, account management, consulting or client services role.
At least 3 years of experience in mortgage pricing and eligibility using a product and pricing engine.
Experience with Optimal Blue's Product and Pricing engine a definite plus.
Experience working with mortgage lenders highly preferred.
Ability to execute commercial transactions, including pitching, negotiating, and closing deals.
Passionate about enhancing client experience and dedicated to customer satisfaction.
Enjoys the process of selling without necessarily focusing on selling a product.
Skilled in creating and delivering persuasive proposals and presentations.
Capable of synthesizing complex information and presenting it clearly and concisely.
Possesses a blend of business and technical acumen, able to contribute value in discussions on both technology and business strategy.

Benefits

Comp & perks

Medical
Dental
Vision
Basic life insurance
Short/long term disability
401(k) participation (with company match)
10 days of vacation for new employees
Sick time based on state requirements
8 Company-paid holidays
2 personal holidays per year

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client successaccount managementconsultingmortgage pricingeligibilityproduct and pricing enginecommercial transactionsnegotiatingclosing dealscreating proposals

Soft Skills

customer satisfactionrelationship buildingstrategic focusdata analysiscommunicationpresentation skillssynthesizing informationbusiness acumentechnical acumencollaboration

Certifications

Bachelor's degree