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Marvin · 1 day ago

Customer Success Account Manager

Brewster, NY

Full-time

Onsite

Entry, Mid Level

$69K/yr - $80K/yr

2+ years exp

Marvin is a family-owned and -led window and door company committed to creating better ways of living. As a Customer Success Account Manager, you will guide customers through their journey from the initial appointment to the final walkthrough, ensuring they feel supported and delighted with their project outcomes.

Real Estate

Responsibilities

Serve as the single point of contact for customers after the sale, advocating for their success and building individualized solutions for a curated experience

Manage the post-sale journey, including: Technical Measure, Installation Scheduling, Post-Installation Follow-Up & Walkthrough, Customer Service & Repairs

Communicate with customers via phone, email, text, and web chat—bringing energy, professionalism, and enthusiasm to every interaction

Coordinate all aspects of job processing: Generate and manage customer paperwork, Assign tasks to Project Managers, Ensure permits are obtained, Create invoices and assist with accounts receivable

Follow up to ensure we exceed expectations, gather feedback, and drive process improvements

Maintain compliance with legal and internal standards (PCI, permitting, registrations, lead paint, etc.)

Accurately input data into our CRM system and support field staff with scheduling and customer needs

Qualification

SalesforceCRM systemsProject coordinationHome improvement experienceMicrosoft OfficeCustomer-centric mindsetCommunication skillsOrganizational skillsAttention to detailPositive attitude