Inside Real Estate · 13 hours ago
Customer Success Manager
United States
Full-time
Remote
Mid Level
3+ years expInside Real Estate is a fast-growing, independently-owned real estate software firm that serves as a trusted technology partner to over 500,000 top brokerages, agents, and teams. As a Lifetime Customer Success Manager, you will oversee the long-term success, retention, and growth of existing accounts, focusing on driving adoption and reducing churn for the BoldTrail platform.
Enterprise SoftwareReal EstateSaaSBig DataMarketingAnalyticsBusiness IntelligenceCRM
Responsibilities
Account Retention: Serve as the primary point of contact for all accounts post-onboarding, focusing on renewal readiness, engagement, and long-term satisfaction
Adoption & Strategy: Conduct periodic strategy and adoption calls to ensure clients are using key features and meeting their business goals with BoldTrail
Health Monitoring: Regularly review account health metrics to identify risk indicators (low adoption, support issues, or inactive users) and proactively intervene
Escalation Management: Collaborate with Product, Support, and Implementation teams to resolve complex issues, ensuring clients feel supported and informed
Growth Opportunities: Partner with Account Management to identify expansion or upsell opportunities that align with the client’s goals and usage
Customer Advocacy: Gather feedback and insights from clients to inform internal teams and help shape future product improvements
Collaboration & Handoff: Maintain a strong handoff process from Launch CSMs and ensure smooth transitions between lifecycle phases
Documentation: Accurately log activities, meeting notes, and account health updates in Salesforce for visibility and reporting
Qualification
Required
3+ years in Customer Success, Account Management, or a related SaaS role, ideally managing a portfolio of SMB/MM/enterprise clients
Strong relationship-building and communication skills
Ability to manage a large portfolio while staying organized and proactive
Experience using Salesforce and customer health dashboards
Strategic mindset with a focus on both retention and value realization
Comfort managing escalations and guiding customers toward solutions
Benefits
3 Medical plans to choose from - 1 PPO and 2 HDHPs
2 Dental plans to choose from
Vision
HSA - company-funded
FSAs - healthcare, limited purpose, dependent care
Short-Term Disability - company-paid
Long-Term Disability - company-paid
Basic Employee Life Insurance - company-paid
Voluntary Dependent Life Insurance
Voluntary Accident Insurance
Voluntary Critical Illness
Voluntary Hospital Indemnity
Legal Plan
ID Protection
Pet Insurance
401(k) Retirement Savings with company match
Paid PTO/Vacation/Sick Time
11 company-recognized holidays
Company-paid Parental/Disability Leave
Company
Inside Real Estate
Inside Real Estate is a marketing software for real estate agents.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Genstar Capital42 Ventures
2021-12-23Private Equity
2019-08-20Acquired
2016-10-31Private Equity
Leadership Team
Joe Skousen
Chief Executive Officer
Nate Divine
Chief Technology Officer
Recent News
2025-10-09
24-7 Press Release Newswire
2025-09-12
Company data provided by crunchbase