Customer Success Manager jobs in United States
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Homebot · 7 hours ago

Customer Success Manager

Homebot is a Homeownership Platform for Lenders and Real Estate, Title & Insurance Agents that drives Client retention and Partner referrals. They are seeking a strategic and results-oriented Customer Success Manager to ensure customers unlock value from the Homebot platform for strong retention and long-term partnership success.

AppsFinanceFinancial ServicesLendingReal Estate
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Growth Opportunities

Responsibilities

Be fully onboarded - comfortable with navigating Homebot’s product and explaining it to customers
Build trust and set expectations with our enterprise customers at all levels (from loan officers to execs)
Communicate key metrics and product updates to key stakeholders of assigned accounts
Be operationally independent with a full book of business
Develop a strong understanding of Homebot’s tech stack (Salesforce, Sigma/Tableau, etc.)
Own customer training and enablement through live sessions, webinars, and ongoing education
Act as the primary escalation point for your accounts, including adoption, compliance, and churn-related conversations
Coordinate and present business reviews with key decision-makers and executive sponsors
Proactively manage customer health, identifying risks and opportunities early
Advocate for your customers internally while balancing business needs and priorities
Retain and grow your book of business by building long-term, trusted customer relationships
Mitigate churn risk and support renewal and expansion conversations
Know your customers’ health metrics inside and out and use data to guide strategy
Contribute to scalable Customer Success processes and improvements
Successfully renew multiple enterprise contracts by planning ahead and navigating complex conversations
Maintain on-target ARR retention goals with clear documentation of renewals and any contraction
Manage $2M+ in ARR
Own at least one cross-functional initiative as the Customer Success stakeholder

Qualification

Customer Success ManagementAccount PlanningData AnalysisSalesforceReal Estate KnowledgeSaaS ExperienceCommunication SkillsProblem Solving

Required

2+ years of experience managing customers in high-volume or enterprise environments
Proven success owning renewal conversations and driving retention
Experience working with professional corporate teams and executive stakeholders
Strong organizational and strategic thinking skills, including account planning
Ability to lead results-driven meetings such as QBRs and executive check-ins
Strong written and verbal communication skills
Ability to explain technical concepts to technical and non-technical audiences
Proactive communicator who keeps internal partners informed and aligned
Comfortable navigating challenging conversations with confidence and empathy
Ability to analyze complex situations and identify practical solutions
Resourceful and collaborative when solving customer or process challenges
Data-driven decision maker who balances customer value with business impact
Must be located in Denver, CO

Preferred

You are an expert in Real Estate and/or Mortgage Lending and the different stakeholders involved with homeownership
You have experience as a Customer Success Manager or Account Manager
You have SaaS and/or start-up experience

Benefits

Medical (Aetna) / Dental (Aetna) / Vision (VSP)
401(k) match
Pet insurance
Legal insurance
Flexible Vacation Policy - we believe in taking care of yourself & rewarding team members so we offer a flexible time off policy!
6 days of Sick/Mental Health time
Paid Parental Leave - 12 Weeks!
Access to Wellhub with employer discount (previously known as Gympass)
Hybrid Working Model
Budget for Home Office Setup
Denver EcoPass for light rail and bus system
Office location in RiNo neighborhood in Denver with complimentary parking
Weekly lunch delivery service in-office on Thursdays
Quarterly offsite events like Rockies games, holiday parties, etc.
Free Employee Assistance Program & Mental Health Coaches
Continuing Education / Tuition Reimbursement Program
Annual Training Budget for Professional Development

Company

Homebot

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Homebot develops client engagement platforms for the mortgage and real estate industries.

Funding

Current Stage
Growth Stage
Total Funding
$4.5M
Key Investors
Black Knight Financial Services
2020-06-25Acquired
2017-10-11Seed· $4.5M

Leadership Team

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Ernie Graham
Chief Executive Officer
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Company data provided by crunchbase