Zego · 20 hours ago
Senior Customer Success Manager, Utility
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years expZego is a leading property management automation platform that simplifies crucial workflows for property managers and associations. The Senior Customer Success Manager, Utility will be responsible for managing a portfolio of customers, building strong relationships, and driving initiatives to ensure customer success and satisfaction.
Commercial Real EstateComputerPropTechReal EstateSoftware
Responsibilities
Proactively manage a portfolio of customers utilizing Utility Expense Management and/or Resident Billing
Develop and build strong relationships with key customer stakeholders and executive sponsors: steering committees, regular visits, reports, events
Coordinate small internal customer projects
Partner closely with other cross-functional team members to translate business needs and product requirements into new solutions for customers
Proactively identify and escalate at risk clients and product issues
Conduct quarterly business reviews with assigned clients
Serve as a subject matter expert for Utility Expense Management and Resident Billing Services
Ensure customer goals and objectives are met and deliver regular portfolio performance reporting
Research and assist with resolution of performance issues
Assist customers with general inquiries and initial research and escalate as necessary
Ensure 95% call to action compliance
Provide a high level of actionable insight and data analysis to provide value for our customers
Participate in all team meetings and provide process enhancement feedback while evangelizing the culture and spirit of teamwork
Participate in POD and attend Sprint review meetings
Accurately documents and updates client records, support notes and interactions within the various software systems (Salesforce, Jira, etc)
Consistently meets personal/team goals and quotas
Develop and manage a book of clients from CSA covered segments
Mediate between clients and the organization
Qualification
Required
8+ year experience in a Customer Success or Account Management role
Proven track record of success
Experience with Salesforce (or other comparable CRMs), support, ticketing software systems and best practices
Proven ability to work in a fast paced, team centered work environment
Prior experience in Multifamily Utility Expense Management and Resident Billing
Technical aptitude and ability to identify alternative solutions to customer issues
Ability to handle multiple, critical, high priority issues with a sense of urgency
Proficiency with Google Suite Products
Excellent communication– verbal, written, interpersonal with strong active listening skills
Detail-oriented and dependable, with a positive and inquisitive attitude
Ability to multitask, prioritize, and collaborate
Exhibit a high degree of self-motivation, drive and a proactive nature
Preferred
Bachelor's degree or higher
Real Estate or PropTech industry experience
Company
Zego
Zego is a property technology company that frees management companies and community associations to go above and beyond for residents.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$2.5M2021-05-04Acquired
2017-07-17Seed· $2M
2017-07-14Convertible Note· $0.5M
Leadership Team
Janae Portugal
Vice President, Partner Success
J.T. Sandstedt
Sr. Partnerships Manager
Recent News
2025-11-01
2025-10-28
2025-10-25
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