Job Closed
This listing is no longer active.
Connect and Simplify Doing Business in Real Estate
Strategic Client Success Manager
Location
United States
Posted
157 days ago
Salary
$150K - $175K / year
Seniority
Lead
Job Description
Strategic Client Success Manager
Built
• Partner deeply with your assigned Strategic Account Manager to co-own the full account strategy. • Serve as the long-term, single-threaded owner of value realization for 2–4 enterprise accounts with $2M+ ARR each. • Act as a trusted advisor to client executives across Finance, Technology, Operations, and Risk. • Develop and execute tailored Strategic Account Success Plans that align Built’s value with client objectives. • Lead executive CBRs and strategic roadmap sessions with C-level client stakeholders. • Surface and elevate critical needs across the client org, influencing Built’s internal roadmap through direct advocacy. • Act as the internal quarterback coordinating Product, Engineering, Support, and Implementation to deliver results that matter. • Manage multi-threaded workstreams, leading complex rollouts, integration projects, and cross-functional escalations. • Establish and drive structured governance models across each client (steering committees, working groups, etc.). • Ensure continuity and consistency of engagement across all touchpoints. • Represent Built at industry forums, roundtables, and client advisory boards as a thought partner in enterprise lending. • Build a personal brand of excellence and become indispensable to your accounts, serving as a known entity across all levels of the client organization.
Job Requirements
- 7+ years of experience in Client Success, Strategic Account Management, or Enterprise Consulting in SaaS or financial services.
- Proven track record managing enterprise-level clients with direct ownership of outcomes across $5M+ in portfolio value.
- Demonstrated success driving retention, adoption, expansion, and executive stakeholder alignment in high-complexity environments.
- Expertise in executive-level communication, including strategic CBRs, roadmap discussions, and boardroom engagement.
- Experience leading multi-threaded engagements, including cross-functional orchestration across Product, Engineering, and Support.
- Skilled in navigating complex client organizations, building influence across functions (e.g., Risk, Finance, IT, Operations).
- Comfortable partnering closely with Senior Account Managers, co-owning account strategy and ensuring commercial and strategic alignment.
Benefits
- Competitive benefits including: uncapped vacation, health, dental & vision insurance
- 401k with match and expedited vesting
- Robust compensation package, including equity in the form of stock options
- Flexible working hours, paid family leave, ERGs & Mentorship opportunities
- Learning grant program to support ongoing professional development
Related Guides
Related Job Pages
More Customer Success Manager Jobs
• Build and manage strong relationships with assigned travel partners, focusing on improving their sales performance and revenue contribution. • Analyze travel partners' sales performance and best practices to identify opportunities for revenue growth. • Utilize your in-depth knowledge of trip design to create and implement tailored coaching plans that help partners craft compelling travel plans, ultimately boosting conversion rates and average trip prices. • Monitor partner sales metrics and provide data-driven feedback for continuous optimization. • Conduct video coaching calls to assess partners' adherence to Zicasso’s best practices and create actionable monthly improvement plans. • Lead onboarding and training sessions for new travel specialists, emphasizing sales strategies and best practices. • Design scalable training processes that combine e-learning and personal coaching, covering topics such as consultative selling, up-selling techniques, and Zicasso’s platform features. • Ensure partners deliver exceptional traveler experiences, strong sales performance, and adherence to Zicasso’s best practices. • Strengthen Zicasso’s global travel specialist network by fostering long-term, collaborative relationships.
• Deliver an exceptional customer experience throughout the post-sales journey • Act as primary point of contact and address all client questions and concerns effectively, escalating as needed • Onboard clients, understand their needs, and ensure customers gain value from our product • Ensure client event experience exceeds expectations and leads to positive reviews and contract renewal • Manage all client deliverables and information flow in a timely and accurate manner • Assist with logistics of gathering client materials including travel and shipping • Conduct post-event feedback calls to assess areas for improvement and opportunities for upsell/renewal • Prepare weekly, monthly or quarterly reports • Format information for internal and external communication – memos, emails, presentations, reports • Own key performance indicators including renewal rate and customer satisfaction scores
Role Description Currently, we are looking for a highly-motivated Manager of Partner Success who embodies an entrepreneurial spirit and has a passion for international travel. This is an international, fully-remote, freelance contractor position, working from home, at a location outside of the United States. This role will be responsible for coaching our travel company partners (specifically travel specialists/tour companies located around the world) to achieve higher levels of sales conversion and efficiency, resulting in higher revenue for the company overall. The ideal candidate will leverage their prior experience in trip design to understand the intricacies of creating high-quality itineraries, which is essential for effectively coaching our partners. The role involves: - Analyzing sales performance - One-on-one coaching of our partners on best practices for higher sales performance - Helping to develop and evolve sales best practices, using Zicasso’s data-driven methodologies Our network of travel specialist partners is comprised of the world’s best boutique tour companies, each one carefully pre-qualified by us. This role is key to driving the mutual growth of our shared sales. There is flexibility in your work hours, but we expect that you will generally maximize your overlap with California hours (e.g., until 12:00 p.m. Pacific Time). All work will be conducted in English. Please note: We are seeking highly-motivated candidates. Zicasso’s culture rewards team members who contribute to an ever-evolving growth environment and celebrates creativity, initiative, and out-of-the-box thinking. Qualifications - 5+ years of sales experience in the travel industry, with a strong emphasis on luxury travel and a proven background in trip design and itinerary creation - Exceptional interpersonal skills with a proven ability to initiate, build, and maintain strong professional relationships - Self-motivated and proactive, willing to go the extra mile in a fast-paced, start-up-like environment to drive team and company success - Passionate about travel—experience visiting multiple countries and a deep curiosity about international destinations is highly desirable - Strong verbal and written communication skills with the ability to convey ideas clearly and concisely in English - Highly organized and detail-oriented, delivering high-quality, error-free work - Goal-driven and self-disciplined, able to independently meet and exceed performance targets - Excellent time management skills, with the ability to balance multiple priorities efficiently - Tech-savvy and adaptable, comfortable learning new software to track and achieve team objectives - Proficiency in Google Workspace (Docs, Sheets, Slides) and ability to leverage these tools effectively - Creative problem-solving skills, with the ability to think strategically and implement solutions - Flexibility in work hours to accommodate global partners, including occasional video meetings outside standard business hours Requirements - Build and manage strong relationships with assigned travel partners, focusing on improving their sales performance and revenue contribution - Analyze travel partners' sales performance and best practices to identify opportunities for revenue growth - Utilize your in-depth knowledge of trip design to create and implement tailored coaching plans that help partners craft compelling travel plans, ultimately boosting conversion rates and average trip prices - Monitor partner sales metrics and provide data-driven feedback for continuous optimization - Conduct video coaching calls to assess partners' adherence to Zicasso’s best practices and create actionable monthly improvement plans - Lead onboarding and training sessions for new travel specialists, emphasizing sales strategies and best practices - Design scalable training processes that combine e-learning and personal coaching, covering topics such as consultative selling, up-selling techniques, and Zicasso’s platform features - Contribute to best practices documentation and maintain Zicasso’s online learning center - Ensure partners deliver exceptional traveler experiences, strong sales performance, and adherence to Zicasso’s best practices - Identify and drive scalable process improvements to enhance partner success - Intervene when necessary to resolve traveler-related issues with partners - Strengthen Zicasso’s global travel specialist network by fostering long-term, collaborative relationships - Collaborate cross-functionally with internal teams to address partner challenges and identify growth opportunities Benefits - Remote work from your home base and flexible hours that allow you to enjoy a great work-life balance - Innovative, fast-paced and collaborative culture that values diverse voices and opinions - Learning and development annual budget - Two company-sponsored business trips each year at international destinations we serve!
Customer Success Manager
Prospyr MedicalA HIPAA compliant solution that makes it easy for Aesthetics providers to manage and grow their practices.
• Act as the strategic partner for a portfolio of high-value customers • Drive retention, expansion, and long-term customer value — not just “happiness” • Identify risks early, create action plans, and push customers toward measurable ROI • Lead QBRs, success plans, and executive-level conversations with practice owners and operators • Create scalable onboarding and education programs that reduce dependency on 1:1 support • Develop playbooks, workflows, and best-practice guides for complex operational use cases • Turn real customer learnings into repeatable content that helps every customer succeed faster • Lead adoption of new features, AI tools, and workflows across your book of business • Own customer-facing rollout strategy for major product launches • Help customers rethink and modernize their internal processes to fully leverage Prospyr • Be the voice of the customer in product discussions — grounded in real usage • Work directly with Product and Engineering to translate customer problems into solutions • Participate in betas, pilots, and early feature testing with customers • Collaborate with Support, Implementation, and Marketing to improve the full customer lifecycle • Help define Customer Success processes, metrics, and tooling as the company scales



