Client Success Manager – Emerging, Inside Sales

🕒 May 8

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Perseus Group, Constellation Software

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1997

🤝 B2B

☁️ SaaS

B2B • SaaS

Perseus Group is a part of Constellation Software Inc. , focused on investing in and building enduring software businesses. With operations in over 100 vertical markets and a family of more than 800 companies, Perseus Group specializes in acquiring B2B software companies that provide mission-critical solutions for niche markets. Their approach involves offering permanent capital, fostering a culture of excellence, and ensuring recurring revenue through SaaS or maintenance models. The group emphasizes continuous improvement, empowered leadership, and integrity in all operations.

📋 Description

• Serve as the primary point of contact for operational contacts, maintaining and growing client relationship while ensuring ongoing excellent customer service. • Build trusted advisor relationships with key operational leaders at client organizations. • Build, personalize, & deliver personalized quarterly business reviews (QBRs), sharing peer benchmark data, ROI updates, and efficiency opportunities. • Strategically focused on ensuring the overall success and retention of Optimal Blue clients. • Serves as a subject matter partner for clients utilizing Optimal Blue PPE, with a strong understanding of pricing, eligibility and workflow configuration. • Drives PPE adoption by identifying underutilized features, configuration gaps, and workflow inefficiencies. • Partners with clients to align PPE usage with business objectives but does not perform day-to-day client system administration or client support. • Monitors and assesses the health of client relationships through data, leading indicators, and direct engagement. • Formulates and manages an action plan to identify and manage client goals, as well as any challenges, risks and growth opportunities within the client account. • Own forecasting and prioritization for client renewals within assigned accounts. • Identify new business opportunities and collaborate with sales personnel for new Optimal Blue products or services. • Collaborate cross-functionally with internal teams (e.g., Sales, Marketing, Finance, Product, Services) to drive long-term healthy client relationships. • Represent the voice of the customer in leadership meetings, providing insight from clients to help prioritize product enhancement and bug fix requests. • Planning and executing webinars and virtual events to educate and engage customers using data driven insights to inform and organized tracking to maximize attendance and impact. • Heavy use of technology and automation tools (e.g., CRM, marketing automation, customer success platforms etc.) to streamline workflows and deliver client communications at scale. • Create referenceable customers through case studies, reference calls, and speaking engagements. • Stay informed about new release changes, new products, and industry trends. • Available for travel to customer on-sites, executive meetings, and conferences (approximately 15% of the time, including overnight stays).

🎯 Requirements

• Bachelor's degree or an equivalent combination of education, training, and work experience. • At least 3 years of experience in a client-facing role such as Client Success function, account management, consulting or client services role. • At least 3 years of experience in mortgage pricing and eligibility using a product and pricing engine. • Experience with Optimal Blue's Product and Pricing engine a definite plus. • Experience working with mortgage lenders highly preferred. • Ability to execute commercial transactions, including pitching, negotiating, and closing deals. • Passionate about enhancing client experience and dedicated to customer satisfaction. • Enjoys the process of selling without necessarily focusing on selling a product. • Skilled in creating and delivering persuasive proposals and presentations. • Capable of synthesizing complex information and presenting it clearly and concisely. • Possesses a blend of business and technical acumen, able to contribute value in discussions on both technology and business strategy.

🏖️ Benefits

• Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match). • The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.