Customer Success Account Manager

Job Summary

Managing client accounts remotely, the full-time Customer Success Account Manager will deliver high-quality service and customer engagement, addressing client needs and driving retention and revenue growth through consultative support and relationship management.

Key responsibilities

• Manage the full product lifecycle of client projects, from order to invoicing, collaborating with team members and stakeholders
• Handle a high volume of client communications, ensuring satisfaction and compliance with contractual SLAs while identifying upsell opportunities
• Maintain detailed records of customer interactions in Salesforce, monitor activity, and support revenue objectives through proactive client outreach

Required qualifications

• College degree in business, communications, or a related field preferred; high school diploma with 2+ years of relevant experience considered
• Prior experience in a customer-facing or relationship management role
• Familiarity with Salesforce.com and web-based software; proficiency in Microsoft Suite desired
• Knowledge of commercial real estate or lender markets is a plus
• Ability to work independently and collaboratively in a fast-paced environment