As a Connect Account Manager, you'll manage client relationships, facilitate onboarding, and ensure the successful use of our home services platform.
At Transactly, we’re more than just a service provider; we're pioneers shaping the future of how real estate transactions work. Connect – our cutting-edge home services and connections platform – is revolutionizing how individuals and companies experience the real estate journey. By seamlessly connecting homebuyers and tenants with essential services for their new homes, we're not just meeting expectations; we're setting new benchmarks.
We live and operate daily by our team’s core values: Take Ownership, Embrace Transparency, Have Mettle, Remain Agile, and Be Engaged.
What You’ll Do:
- Conduct outbound calls, meetings, and product demonstrations with potential individual clients and teams to introduce Connect offerings, assess fit, and guide them through the onboarding process.
- Collaborate with the Sales team to onboard new enterprise partners, ensuring a smooth and successful implementation experience.
- Work with clients and internal teams to configure account settings, workflows, and integrations to deliver an optimized experience aligned with client goals.
- Serve as the primary point of contact for assigned partners, building and maintaining strong, trusted relationships with key stakeholders.
- Conduct regular account reviews to assess progress against goals, and monitor usage and performance data to proactively identify opportunities and address potential issues.
- Provide responsive and proactive support to client inquiries, and act as a liaison between clients and internal support, product, and operations teams to ensure timely resolution of issues.
- Act as the voice of the customer internally, representing client needs and priorities to help shape the ongoing evolution of our Connect offerings.
Skills, Experience and Requirements:
- 2+ years of client-facing experience in account management, customer success, sales, or implementation roles
- Strong communication skills – both written and verbal – with the ability to present and explain technical concepts to non-technical users
- Tech-savvy with the ability to quickly learn and navigate multiple platforms and CRM systems (e.g., HubSpot, or similar)
- Proven ability to manage multiple client relationships while staying organized and detail-oriented
- Demonstrated experience with client onboarding, product adoption, and retention strategies
- Comfortable with data analysis and reporting to track account health, usage, and performance
- Comfortable with data analysis and reporting to track account health, usage, and performance
Compensation
$60,000-$80,000 DOE
We are an equal opportunity employer and value diversity. All employment is decided on the basis of qualifications, merit and business need. We are committed to creating an inclusive environment for all employees.
Top Skills
Hubspot
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