The primary responsibility of this role is to manage the client relationships within the Client Success Manager’s book of business, giving their clients “white glove service” where they will consistently feel that you as their CSM goes above and beyond each time.
Triages requests to the appropriate team in a timely manner and reports back to the client with regular updates until resolved.
Holds recurring (monthly) zoom meetings to deliver updates, discuss goals and progress as well as how to maximize use of the MaverickRE system.
Call and email all clients in a timely manner to provide a high level of customer support
Develop strong client relationships.
Speak confidently and professionally while working through escalated issues or troubleshooting problems.
Work closely with our product support team to investigate issues and software bugs and solve or escalate problems appropriately.
Evaluate our clients’ “client health” and proactively schedule and conduct check in calls with them.
Complete special projects or become the subject matter expert for new parts of our product.
Learn the ins and outs of our product and the real estate space, and be able to speak confidently to those subjects.
Collaborate with sales, billing, marketing, international, and technical teams on special projects.
Facilitates training for new agents.
Main monthly KPI’s that track proactive outreach to all clients, maintain a retention of 3.5%, and 90 readiness for new clients onboarding.
Requirements
Previous experience in a customer service, coaching, training, or account management role with an emphasis on relationship management and relationship growth
Ability to facilitate the solution to complex issues and requests with a strong attention to detail and strong written and verbal communication skills.
Proactive, goal oriented mindset
Consistent work habits and strong work ethic
Strong technical and organizational skills
Ability to multitask, and work independently toward deadlines
Must be the type of person who chooses to pick up the phone to speak to someone instead of emailing them
High-energy and motivating by nature
Team player, passionate and gains satisfaction in helping others, whether internal or external customers
Needs-based probing skills – ask questions to gain knowledge about business
Ability to coach and consult VIP clients on the basics of building a strong system with Ylopo in order to continue growing their business
Diligent at documentation to support clear, articulate verbal/written communication to internal team and clients
Undergraduate degree preferred
Benefits
starting pay from $55K + plus bonus depending on experience
medical, dental, and vision benefits
paid holidays, vacation, and sick days
a 401(k)
paid monthly parking (if applicable)
an extremely nice, supportive group of people as your co-workers
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client relationship managementproblem solvingcommunication skillsattention to detailgoal orientedmultitaskingteam playercoachingconsultingdocumentation