Customer Success Manager

10 minutes ago

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InvestNext

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InvestNext is a platform that provides essential tools for general partners (GPs) and investor relations teams involved in real estate investing. It offers integrated solutions that enable efficient capital raising, investor management, and industry compliance. The platform facilitates a seamless experience for investors through features like automated distributions, investor portals, CRM functionalities, and secure KYC/AML verification. InvestNext enhances the real estate investment process by offering a comprehensive suite of services that streamline operations, improve investor interactions, and ensure compliance with regulatory standards. Its robust architecture aids GPs in managing capital, fostering strong investor relationships, and optimizing investment processes with ease and security.

Investment Management • Real Estate Funds • Fundraising • Investor Relations • CRM

11 - 50 employees

Founded 2016

💳 Fintech

🏠 Real Estate

💸 Finance

💰 $8.3M Series A on 2023-03

📋 Description

• Play a key role in driving customer retention and satisfaction by managing a portfolio of accounts • Serve as a strategic advisor for customers to maximize their subscription value • Proactively engage with customers and identify growth opportunities • Ensure customer success through check-ins, QBRs, and personalized outreach • Advocate for customers internally to inform product enhancements • Utilize CRM and analytics tools to track interactions and trends

🎯 Requirements

• 3+ years of experience in customer success, account management, or a related role • Excel at relationship management and thrive in customer-facing environments • Strong ability to identify and address customer pain points and opportunities • Creative approach to customer engagement • Proficient in CRM tools like Salesforce and customer engagement platforms • Excellent written and verbal communication skills, adapting seamlessly to different types of customers • Results-driven, proactive, and highly organized

🏖️ Benefits

• Fully remote work, within the US and Canada • Robust 99% employer-paid medical, dental, and vision insurance • 401k with 100% employer match, up to 4% of your annual salary • Generous monthly allowance to support your wellness and remote work • Uncapped paid time off, with a required minimum to support our team’s work-life balance and help avoid burnout • 11 company-wide holidays per year • 16 weeks of paid parental leave • Travel to spend time with the team, including company-wide offsites • Laptop of choice