Enterprise Customer Success Manager

March 19

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Ortiz Property Group @ REAL Broker

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Ortiz Property Group @ REAL Broker is a dedicated real estate agency led by Frank Ortiz, who provides expert guidance for clients looking to buy, sell, or rent properties. Driven by family values and a commitment to building lifelong relationships, Ortiz offers professional services while ensuring clients make informed investment decisions. The agency features listings of various properties, helping clients navigate the real estate market with personalized support and comprehensive information.

Real Estate • Listing Homes • Selling Homes • Buying Homes • Real Estate Investing

2 - 10 employees

Founded 2014

🏠 Real Estate

💸 Finance

👥 B2C

📋 Description

• Own full customer lifecycle relationships for Enterprise customer accounts within AgentSync's culture and values - most especially, Customer Love • Build and cultivate deep, trusted, and transparent relationships with our customers, exceeding their expectations during every phase of the customer lifecycle • Collaborate closely and effectively with customers and AgentSync teams to ensure smooth customer implementations, onboarding, training, support, quarterly and annual check-in’s, etc. • Grow your insurance industry knowledge and leverage it to deeply understand our customers’ goals in order to recommend business process improvements through the AgentSync product • Communicate clearly and accurately with internal teams regarding customer success updates, new customer requirements, progress updates, and closed-loop product feedback • Create and iterate on foundational best practice processes, tools, measurement, and the critical foundations of a world-class Customer Success function • Be a strategic “voice of the customer” thought-partner for our marketing, sales, implementation, support, product, and engineering teams to perpetually identify AgentSync product and customer experience improvements

🎯 Requirements

• 10+ years of Enterprise B2B SaaS platform Customer Success, Account Management, Sales or Consulting experience • 5+ years managing & owning accountability for large Enterprise & Strategic-level B2B SaaS customers - i.e. Company’s top 10-25 largest customers. • 5+ years experience working with complex Enterprise solutions requiring close collaboration with professional services teams • Experience working with VP and above stakeholders in insurance, financial services, compliance, or legal industries • Natural problem-solver: comfortable with complexity and ambiguity; able to both delve into the details and operational tactics, and engage meaningfully on the big picture or overall strategy • Highly effective communicator: Ability to translate and convey complex and technical solutions to our customers while defining customer needs and goals to our internal teams like Product, Marketing, Support, etc. • Proactive and passionate: independently solving conceptual problems, and delivering results in challenging situations • High-energy, team-first attitude: motivated to work collaboratively cross functionally. • Salesforce experience is a plus

🏖️ Benefits

• Healthcare Insurance • Medical • Dental • Vision • Parental leave and return to work childcare care stipend • 401(k) retirement savings plan • Unlimited PTO • 11 paid holidays per year