Customer Success Manager

• Deliver professional and timely support to residents via chat, email, and resident portal channels
• Act as the primary liaison for resident inquiries, concerns, and service-related requests
• Receive, document, and coordinate maintenance requests with internal departments
• Resolve apartment-related concerns, complaints, and general service inquiries
• Investigate and address billing discrepancies with accuracy and professionalism
• Maintain accurate records of customer interactions and case updates within CRM systems
• Utilize SAP and internal platforms to monitor, update, and manage service tickets
• Conduct follow-ups to ensure complete issue resolution and resident satisfaction
• Escalate complex or high-priority concerns to the appropriate teams when necessary
• Consistently meet service-level expectations related to response times, quality, and customer satisfaction metrics

Senior Customer Success Agent – LATAM

• Deliver professional and timely support to residents via chat, email, and resident portal channels.
• Act as the primary liaison for resident inquiries, concerns, and service-related requests.
• Receive, document, and coordinate maintenance requests with internal departments.
• Resolve apartment-related concerns, complaints, and general service inquiries.
• Investigate and address billing discrepancies.
• Maintain accurate records of customer interactions and case updates within CRM systems.
• Utilize SAP and internal platforms to monitor and manage service tickets.
• Conduct follow-ups to ensure complete issue resolution and resident satisfaction.
• Escalate complex concerns to the appropriate teams when necessary.
• Consistently meet service-level expectations related to response times and quality.

Onboarding Specialist

• Lead and deliver structured onboarding training for new clients, ensuring they understand the platform setup, core workflows, and role-specific features.
• Design and refine training programs for different client personas, focusing on adoption and feature usage.
• Track training progress and adoption outcomes in HubSpot, proactively addressing any risks to client engagement.
• Collaborate with internal teams to maintain up-to-date training content, including recorded walkthroughs and guides.
• Identify opportunities for training program improvements based on adoption data and client feedback.

Client Onboarding Specialist

• Work with a company focused on delivering strategic, high-impact CRM solutions through the HubSpot ecosystem.
• Help clients optimize the full customer lifecycle across marketing, sales, customer success, and operations.
• Lead large-scale HubSpot projects and act as a trusted advisor to senior-level clients.
• Deliver CRM solutions that drive measurable business impact.
• Build strong relationships with clients to ensure exceptional experience and achieving strategic business goals.
• Translate client and internal strategies into comprehensive HubSpot solutions supporting marketing, sales, customer success, and operational workflows.
• Configure and optimize HubSpot Marketing Hub, Sales Hub, Service Hub, Content Hub, Data Hub, and HubSpot AI.
• Analyze current business processes and recommend operational improvements.
• Develop HubSpot reporting frameworks to track and communicate progress toward client goals.
• Understand client tech stacks and support integrations with HubSpot.
• Train clients and internal teams on how to effectively use customized HubSpot environments.
• Monitor and manage project budgets, timelines, and scope.
• Track and meet effective billing rate (EBR) goals.
• Collaborate with the sales team to develop tailored strategies for prospects.

CRM Strategist

• Provide resident support via chat and email, ensuring timely and professional responses
• Serve as the primary point of contact through the resident portal
• Receive, log, and manage maintenance requests, coordinating with internal teams for resolution
• Handle resident issues related to apartments, including complaints and service inquiries
• Address and resolve billing-related concerns with accuracy and clarity
• Document all interactions and cases within CRM systems
• Utilize SAP and internal tools to track, update, and manage service requests
• Follow up with residents to ensure full resolution and satisfaction
• Escalate complex issues to the appropriate departments when necessary
• Maintain high standards of response time, quality, and customer satisfaction

Customer Success Agent

• Provide resident support via chat and email, ensuring timely and professional responses
• Serve as the primary point of contact through the resident portal
• Receive, log, and manage maintenance requests, coordinating with internal teams for resolution
• Handle resident issues related to apartments, including complaints and service inquiries
• Address and resolve billing-related concerns with accuracy and clarity
• Document all interactions and cases within CRM systems
• Utilize SAP and internal tools to track, update, and manage service requests
• Follow up with residents to ensure full resolution and satisfaction
• Escalate complex issues to the appropriate departments when necessary

• Provide resident support via chat and email, ensuring timely and professional responses.
• Serve as the primary point of contact through the resident portal.
• Receive, log, and manage maintenance requests, coordinating with internal teams for resolution.
• Handle resident issues related to apartments, including complaints and service inquiries.
• Address and resolve billing-related concerns with accuracy and clarity.
• Document all interactions and cases within CRM systems.
• Utilize SAP and internal tools to track, update, and manage service requests.
• Follow up with residents to ensure full resolution and satisfaction.
• Escalate complex issues to the appropriate departments when necessary.
• Maintain high standards of response time, quality, and customer satisfaction.

• Own a portfolio of clients, ensuring high retention, satisfaction, and long-term growth.
• Act as the primary point of contact, building trusted advisor relationships with stakeholders.
• Lead monthly performance reviews, strategy calls, translating data into clear business outcomes.
• Proactively identify risks and implement solutions to prevent churn.
• Collaborate with internal teams to develop and execute strategies across: Paid Ads (Google Ads, Meta, TikTok, etc.) and SEO (technical, on-page, and growth strategies).
• Ensure campaigns align with client goals such as lead generation, ROAS, and pipeline growth.
• Interpret campaign performance and provide actionable recommendations to improve results.
• Identify and drive upsell and cross-sell opportunities within existing accounts.
• Support clients in scaling their marketing efforts through new channels, increased budgets, or additional services.
• Track client performance using tools like ClickUp and CRM systems. Ensure timely delivery of campaigns, projects, and optimizations. Maintain clear documentation of client activities, progress, and forecasts.

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