Key Account Success Advisor

Summary

Join our Success Team as a Key Accounts Success Advisor and become a crucial member responsible for building strong client relationships, maximizing platform value, and driving customer satisfaction. You will serve as the primary point of contact for key accounts, providing proactive guidance and support. This role requires a deep understanding of client needs and collaboration with internal teams. You will identify expansion opportunities, monitor key metrics, and advocate for clients. The ideal candidate is customer-focused, tech-savvy, and passionate about client success. This position offers the chance to make a significant impact on client retention and growth.

Requirements

• Excellent communication, problem-solving, and relationship-building skills
• Ability to analyze customer data and trends to drive strategic recommendations
• Experience managing multiple enterprise-level accounts with a consultative approach
• Strong project management skills with attention to detail and follow-through
• Comfortable using CRM and customer success platforms (e.g., Salesforce, Gainsight, HubSpot)
• Bachelor’s degree in Business, Communications, Marketing, or a related field (or equivalent experience)
• Proven track record of managing and growing key client relationships in a SaaS environment

Responsibilities

• Serve as the primary point of contact for assigned key accounts, providing proactive guidance and support
• Develop a deep understanding of client business goals, workflows, and challenges to drive product adoption and success
• Conduct regular check-ins, business reviews, and strategic planning sessions with key clients
• Collaborate cross-functionally with Sales, Product, and Support teams to ensure seamless onboarding and ongoing engagement
• Identify expansion opportunities within accounts, driving upsells and renewals in partnership with the Sales team
• Monitor key customer health metrics, proactively addressing issues to prevent churn
• Advocate for customers by gathering feedback and relaying insights to internal teams to improve the product experience
• Provide training and best practice recommendations to enhance client usage of the platform
• Assist in the development of client success resources, including help center articles, webinars, and training materials

Preferred Qualifications

• Strong understanding of real estate technology, property management, or real estate transactions is a plus
• Experience working in a customer-facing role within a technology or real estate industry is preferred