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Property reports powered by technology - Pippin Title offers comprehensive title search reports across all 50 states
Client Success Manager
Location
United States
Posted
39 days ago
Salary
$70K - $85K / year
Seniority
Senior
Job Description
Client Success Manager
Pippin Title
• Manage a defined portfolio of active Pippin accounts across segments (title agencies, underwriters, lenders, law firms), with clear targets on Net Revenue Retention, Gross Retention, and order-volume growth. • Build account plans that map each client's buying reasons, KPIs, stakeholder map, order pattern, integration state, and expansion opportunities. • Drive a structured cadence — weekly tactical with ops leads, monthly reviews with team leads, quarterly business reviews with executive sponsors — adjusted to account size and maturity. • Monitor adoption and order health — dashboard signals, order mix, volume trends, integration usage — and intervene early when usage softens. • Run expansion plays — new states, new report types (commercial, energy, foreclosure, two-owner, etc.), additional offices, new integrations — and partner with Sales on material expansions. • Coach clients on getting more value out of the portal, order tracker, live chat, and integrations (Qualia, SoftPro, Resware, TrackerPro). • Be the conduit between clients and Operations when there are quality, turnaround, or report-format issues — diagnose fast, mobilize the right internal team, and close the loop with the client. • Capture product feedback systematically and feed it to Product and Engineering with enough context (client size, segment, use case, frequency) for them to prioritize. • Protect the Pippin Experience — set realistic expectations during onboarding, recover strongly when something goes wrong, and convert recovery moments into trust. • Own renewals across the book — forecast them accurately, negotiate within guardrails, and keep Gross Retention at or above target. • Spot and qualify expansion — when a client is ready for more volume, a new report type, or a deeper integration, move fast and involve Sales where appropriate. • Identify at-risk accounts early, build recovery plans, and escalate proactively rather than on the quarterly surprise.
Job Requirements
- 4–6 years of client-facing experience in Client/Customer Success, Account Management, or Client Services at a SaaS, fintech, proptech, title, escrow, or mortgage-tech company.
- Proven retention & expansion — you can point to specific accounts you saved, grew, and made reference-able.
- Industry familiarity — you understand title, escrow, closing workflows, or real estate services, and can talk credibly about commitment-ready reports, underwriter requirements, and state-by-state search nuance (or can ramp on it quickly).
- Technical comfort — fluent in a CS platform (Gainsight, Catalyst, ChurnZero, or similar), CRM (Salesforce or HubSpot), and BI dashboards; comfortable enough with integrations to have a credible conversation about Qualia/SoftPro/Resware/TrackerPro.
- Executive presence — you can run a QBR with a title agency owner or the VP of Operations at a national underwriter and leave them better informed than when they walked in.
- Commercial instinct — you're comfortable owning a renewal number, negotiating, and protecting margin without damaging the relationship.
- Operator mentality — you write the SOP, build the health-score model, templatize the QBR deck, and ship the retention playbook rather than waiting.
Benefits
- Competitive base plus performance bonus tied to retention and expansion outcomes.
- Equity in a category-defining, venture-backed company.
- A marquee book of clients — including CATIC, Westcor, AmTrust Title, Stewart, First American, Old Republic, Investor's Title, EasyKnock — to learn from and grow.
- Medical, dental, vision, 401(k), and paid time off.
- Fully remote, outcomes-first culture with a tight-knit team.
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