Customer Success Manager
Benefits
Unlimited PTO
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Proactive Engagement & Adoption Acceleration:
- Get on the phone with customers regularly to provide hands-on training
- Leverage our CS platform, Planhat, to follow automated playbooks
- Collaborate closely with Support, Account Management, and Implementation teams
Customer Enablement & Value Realization:
- Lead small-group and one-on-one training sessions tailored to the specific needs of individual brokers
- Support the creation and distribution of proactive, educational content
- Ensure customers are aware of and successfully utilizing all relevant features within our flagship products
Team Performance & Lead Generation:
- Perform against retention and lead generation KPIs
- Identify opportunities for account expansion, cross-sell, or new product interest
- Practice excellent data hygiene
Buildout
Buildout is the AI deal engine for CRE brokerages, automating every step from first contact to commission. Trusted by over 50,000 brokers, Buildout powers more profitable deals from lead to close.