Client Success Manager

Reporting directly to the Manager of Client Success, the Client Success Manager role is focused primarily on retaining clients and providing them with an exceptional experience using our system. This role handles the entire lifecycle of client success post-onboarding through training, support, and account management. 

Candidates well-suited to this role will have a track record of being detail-oriented, client-focused, and proactive in providing exceptional service both internally and externally. We are looking for candidates who are quick-thinking, organized, patient, and positive, with a strong ability to troubleshoot software issues, advocate for client needs, and escalate concerns to the Manager of Client Success when necessary.

What We’re Looking For:

• Undergraduate degree or relevant experience
• 3+ years of experience in customer success, customer service, coaching, training, account management, or a related client facing role supporting a broad portfolio of customers.
• Ability to facilitate the solution to complex issues and requests with a proactive, goal-oriented mindset
• Strong technical, organizational, and project coordination skills, alongside strong attention to detail
• Excellent written and verbal communication skills, including the ability to communicate effectively via email, support tickets, phone, or Zoom video
• Ability to multitask, take initiative, and work independently toward deadlines to see tasks through to completion
• Positive demeanor, trustworthy character, and consistent work ethic
• Willingness to learn the intricacies of the Ylopo product and feel comfortable conveying detailed information about our services and systems
• Understanding of real estate and the real estate profession is a plus, but not necessary

Responsibilities:

• Manage client relationships within our general segment of busi