Role Description Este rol es clave para el crecimiento sostenible de RealAdvisor. Como parte del equipo de Customer Success Management (CSM), acompañarás a nuestros clientes (agentes inmobiliarios) para que obtengan resultados reales con nuestras soluciones y construyan una relación a largo plazo con la plataforma. Tu objetivo principal será reducir la tasa de abandono, garantizando una experiencia excelente desde el onboarding hasta el uso continuo del producto, dentro de una startup en plena expansión con claras oportunidades de crecimiento profesional. RealAdvisor ha experimentado un crecimiento espectacular de más del 350% anual en los últimos 3 años, y un 1.200% en el último año en España. Tendrás la oportunidad de escalar rápidamente hacia un puesto de gestión y formar y desarrollar a tu propio equipo. Responsibilities - Gestión de Clientes y Portafolio: - Gestionar y hacer crecer una cartera de clientes, con foco en la retención, el compromiso y el valor del ciclo de vida del cliente. - Realizar seguimientos periódicos, check-ins y actividades de gestión de relaciones. - Onboarding, Formación y Éxito del Cliente: - Incorporar, formar y dar soporte continuo a los agentes en el uso de la plataforma. - Acompañar y asesorar a los agentes a lo largo de su recorrido para garantizar su éxito y aumentar la adopción de la plataforma. - Asistir con consultas básicas de carácter técnico y relacionadas con la facturación. - Atención al Cliente y Calidad del Servicio: - Gestionar y resolver las consultas de los clientes de manera eficiente. - Desarrollar y mantener procesos, tutoriales y plantillas para mejorar la experiencia del cliente. - Recopilar opiniones de los clientes y compartir aprendizajes con los equipos de Producto y Marketing. - Revisar leads, validar perfiles y gestionar tareas operativas relacionadas. - CRM, Administración e Informes: - Mantener datos precisos y actualizados en el CRM, incluyendo contactos, oportunidades y seguimientos. - Gestionar seguimientos administrativos, documentación comercial e informes internos. - Contribuir a la optimización de procesos dentro del equipo de Customer Success. - Colaboración Interna: - Colaborar estrechamente con los equipos de Ventas, Producto y Marketing para mejorar la calidad del servicio y la satisfacción del cliente. Qualifications - Experiencia previa en atención al cliente, customer success o funciones comerciales. - Excelentes habilidades de comunicación y orientación al cliente. - Comodidad con herramientas digitales como Google Workspace, Calendly, Slack o Notion. - Conocimiento de CRM y herramientas de automatización. - Experiencia en el sector inmobiliario es un plus. - Formación o experiencia en áreas relacionadas con la psicología o el comportamiento del cliente. - Experiencia en startups o entornos de alto crecimiento. - Nivel fluido de español e inglés. Conocimiento de otros idiomas (francés, alemán, suizo) es un plus. Benefits - Puesto 100% remoto con horario flexible. - Salario base + comisiones. - Oportunidades reales de crecimiento profesional y acceso a roles de liderazgo. Company Description RealAdvisor es una de las principales plataformas digitales del ecosistema inmobiliario europeo. Fundada en Suiza, actualmente apoyamos a más de 5.000 agencias inmobiliarias y atraemos a más de 10 millones de usuarios al año en toda Europa. Estamos creciendo rápidamente en múltiples mercados con una misión clara: ayudar a los profesionales inmobiliarios a crecer mediante datos, transparencia y tecnología inteligente. En RealAdvisor, valoramos la responsabilidad, la autonomía y el impacto.

• Own and optimize the Customer Success technology ecosystem, ensuring systems are integrated, scalable, and aligned with lifecycle processes • Administer and enhance CRM and Customer Success platforms while maintaining strong data governance and process integrity • Design and implement automation that improves efficiency, reduces manual work, and enhances the customer experience • Define and operationalize lifecycle workflows across onboarding, adoption, customer health monitoring, renewal, and expansion • Partner with Customer Success leadership to translate strategy into scalable operational frameworks and playbooks • Implement predictive customer health scoring and risk detection models using behavioral, engagement, and product usage data • Develop reporting frameworks and dashboards that provide visibility into key metrics such as GRR, NRR, churn risk, product adoption, and time-to-value • Deliver insights that inform renewal forecasting, expansion strategy, and resource allocation decisions • Align cross-functional processes and SLAs with Sales, Product, Support, and Finance to ensure seamless customer handoffs • Lead cross-functional projects that improve lifecycle execution, remove operational bottlenecks, and scale Customer Success processes • Evaluate and implement new tools, automation, and AI-driven capabilities that enhance customer lifecycle management • Establish governance, documentation, and best practices that support long-term operational scalability

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description AO Globe Life is seeking motivated professionals to join our mission-driven, fully remote team. Whether you’re a recent graduate in business, marketing, communications, or exploring a new career path, this opportunity offers the structure, training, and mentorship needed to build long-term success. With paid training, ongoing mentorship, and pre-qualified client appointments, you’ll have the tools and support to focus on what matters most—serving clients and developing a meaningful career. - Conduct scheduled virtual consultations with clients via Zoom - Guide individuals and families through personalized benefit options - Support clients throughout the enrollment process with professionalism and clarity - Maintain accurate digital records and follow-up communications - Deliver outstanding client service and build long-term relationships - Participate in weekly mentorship, training, and professional development sessions Qualifications - Strong communication and interpersonal skills - Organized, self-motivated, and comfortable working independently - Confident on video and familiar with digital communication tools - Passion for helping others and contributing to meaningful work - Customer service or client-facing experience preferred but not required - Authorized to work in the United States - Reliable internet connection and a Windows-based laptop or PC with a webcam Benefits - Fully remote position – work from anywhere in the United States - Flexible scheduling designed to support work-life balance - Pre-qualified leads provided – no cold calling required - Weekly pay via direct deposit (commission-based structure) - Vested renewals for long-term income potential - Paid training and full licensing support - Monthly and quarterly performance bonuses - Equity opportunity for qualifying team members - Clear advancement pathways for high-performing team members - Collaborative, mission-driven team environment Company Description For more than 70 years, AO Globe Life has delivered supplemental benefits to working-class families across the United States. We proudly serve union members, credit union members, and veterans while supporting a growing remote workforce dedicated to service, growth, and long-term career development. If you’re ready to build a career where purpose meets opportunity, we encourage you to apply and learn more about joining our team.

• Build and foster executive-level trusted advisor relationships with the customer’s IT, Engineering and Support organizations. • Demonstrates hands on PagerDuty Product knowledge by applying it to the customer's business priorities. • Guide a customer on process, people and change management best practices to drive customers adoption of real time operations. • Proactively identify risks to the customer achieving their stated business goals and work with the sales team to build a risk mitigation plan. • Produce and execute a comprehensive adoption path of PagerDuty products, showing the current state, target future state with timeline. • Deliver business value and innovation to a customer’s business by understanding the customers’ opportunity to reduce cost and drive growth. • When appropriate, recommend additional expert services needed to drive success. • Proactively communicate technical product changes, degradations, outages, end of life and other relevant updates. • Represent the voice of the customer to inform our sales process or product roadmap. • Lead the cross functional post sales team at PagerDuty, delivering a seamless experiences on behalf of the customer. • Prepare and facilitate business review meetings, training sessions, webinars, demos, and other strategic and supportive interactions. • Predict and forecast risk, renewal and expansion within the customer portfolio.