Customer Success Manager

📋 Description

• Coach customers on business performance: Serve as a trusted advisor to real estate agents and
• Conduct business reviews: Lead regular customer performance reviews, analyze key metrics, identify
• Drive product adoption and customer outcomes: Help customers maximize the value of available growth
• Optimize CRM workflows: Act as a subject matter expert in Follow Up Boss, helping customers improve
• Configure and improve sales processes: Assess and optimize CRM stages, action plans, automations
• Develop scalable CRM solutions: Create repeatable Follow Up Boss configurations, workflows, and

🎯 Requirements

• Professional experience: At least five years of experience in Customer Success within real estate
• Real estate industry expertise: Strong understanding of the needs and business models of real
• Follow Up Boss proficiency: Extensive hands-on experience with Follow Up Boss, including workflow
• Lead generation and conversion knowledge: Strong understanding of online lead generation, lead
• Customer coaching capabilities: Demonstrated ability to advise customers, improve sales behaviors
• Analytical and problem-solving skills: Ability to evaluate customer performance, identify trends

🎁 Benefits

• Fully remote work opportunity within the United States.
• Full-time employment offering the opportunity to contribute to a growing business.
• Opportunity to work directly with real estate professionals and help improve their business
• The chance to shape and develop a Customer Success function, including its processes, tools, and
• Opportunities to influence product development through customer feedback and performance insights.
• A dynamic, entrepreneurial environment that encourages initiative, experimentation, and continuous