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Full job description The Customer Success Manager (CSM) reports to the Sr. Manager of Customer Success. This role will leverage industry expertise and in-depth solutions knowledge/thought leadership to connect customer business objectives to the functional capabilities of our products and solutions. You will drive collaboration across teams to boost customer lifetime value, improve retention, increase satisfaction, and build trust. This role will be responsible for short-term customer success engagement to ensure customers who are experiencing challenges with value-realization are receiving the necessary assistance to successfully achieve their outcomes and improve their experience. PRIMARY RESPONSIBILITIES Orchestrate multiple activities simultaneously to accomplish a goal. Get the most out of limited resources. Apply knowledge of internal structures, processes, and culture to resourcing efforts. Understand our customer’s business and collaborates on and supports solutions which meet customer expectations Utilize CRM tools to track customer activities effectively and accurately Assist with the delivery of customer business review meetings Understand and communicate overall customer health, including the identification and escalation of at-risk accounts Provide timely and helpful information to others across the organization, while supporting the open expression of diverse ideas and opinions Support the establishment of clear responsibilities and processes for monitoring work and measuring results Build, own, and drive the customer engagement plan through execution and engagement for the customer Coordinate between the organizations to organize the meetings/invites and drive initiatives for the customer internally REQUIRED SKILLS/KNOWLEDGE/ABILITIES 2+ years of experience in the multi-family industry and/or 2+ years of Account Management/Relationship Management experience Ability to facilitate business relationships and effectively support assigned accounts Ability to work with a wide variety of customers and personalities Outstanding documentation and follow-up capabilities Ability to understand and manage customer expectations Ability to work closely with all levels of the organization and to elicit cooperation from a wide variety of sources, including senior management, customers and other departments Ability to take ownership of assigned opportunities and issues Ability to recognize and escalate issues and risks as deemed necessary through the appropriate channels Ability to address and resolve all issues utilizing the available resources in a timely and proficient manner Strong written and verbal communication skills Persuasive, encouraging, motivating, and professional personality Physically able to participate in training sessions, presentations, and meetings Ability to work extended hours as needed (may be required at times) Proficient in Microsoft Office Suite, specifically Word, Excel, PowerPoint Physically able to participate virtually or in-person training sessions, presentations, and meetings Ability to work extended hours as needed (may be required at times) Ability to travel as needed to customer and company locations PREFERRED SKILLS/KNOWLEDGE/ABILITIES Understanding of multi-family industry at both corporate and property level Understanding of SaaS industry and technology (2+ years’ experience with SaaS) Understanding of products and services is preferred (1-2 years’ experience with products) Knowledge of Customer Success practices Experience with Customer Relationship Management (CRM) software such as, Salesforce Aptitude to learn software programs #LI-EC1 #LI-Remote Skills Required Cross Collaboration Accountability Customer Service Preferred Organization Behaviors Required Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
We are seeking a highly organized and detail-oriented individual to join our team as a Clerical Assistant. The ideal candidate will be responsible for performing various clerical and administrative tasks to support the efficient operation of our office or department. Responsibilities: Provide general administrative support including answering phone calls, responding to emails, and handling correspondence. Assist in maintaining office files and records, both physical and electronic. Handle data entry tasks accurately and efficiently. Schedule appointments, meetings, and conferences as needed. Assist in coordinating travel arrangements and accommodations for staff members. Prepare and distribute documents, reports, and presentations. Assist with inventory management and ordering office supplies. Provide support in organizing and coordinating events or special projects. Collaborate with team members to ensure smooth workflow and efficient operation of the office. Perform other administrative tasks and duties as assigned. Requirements: High school diploma or equivalent; additional education or certification in office administration is a plus. Proven experience in a clerical or administrative role is preferred. Proficiency in Microsoft Office suite (Word, Excel, Outlook, PowerPoint) and other office software. Strong organizational skills with the ability to prioritize tasks and manage time effectively. Excellent communication skills, both written and verbal. Attention to detail and accuracy in data entry and record-keeping. Ability to work independently with minimal supervision as well as in a team environment. Discretion and confidentiality when handling sensitive information. Adaptability and willingness to learn new tasks and procedures. Positive attitude and willingness to contribute to a positive work environment. Benefits: Competitive salary Health insurance Retirement plan Paid time off Professional development opportunities $30- $40 per hourly pay.
We are seeking a detail-oriented and efficient Data Entry Clerk to join our team. The ideal candidate will be responsible for inputting, updating, and maintaining accurate data in our systems. The Data Entry Clerk will work closely with various departments to ensure data integrity and completeness. Responsibilities: Inputting data from paper documents, electronic forms, and other sources into computer systems with speed and accuracy. Verifying data for accuracy and completeness. Organizing and maintaining electronic and paper files according to company procedures. Assisting in data cleanup and maintenance projects as needed. Collaborating with team members to ensure data consistency and quality. Responding to data inquiries and requests from internal departments in a timely manner. Following data entry procedures and best practices to ensure data security and confidentiality. Performing regular data audits to identify and correct errors. Adhering to company policies and procedures regarding data handling and confidentiality. Providing administrative support to other departments as needed. Requirements: High school diploma or equivalent. Proven experience as a data entry clerk or similar role. Excellent typing skills and attention to detail. Proficiency in using data entry software and Microsoft Office Suite. Strong organizational and time management skills. Ability to work independently and as part of a team. Good communication skills, both written and verbal. Ability to maintain confidentiality of sensitive information. Familiarity with data entry best practices and procedures. Willingness to learn and adapt to new technologies and processes. Preferred Qualifications: Associate’s degree or higher in a related field. Previous experience in a similar industry or environment. Familiarity with database management systems. Certification in data entry or related field.