Key Account Success Advisor

ESSENTIAL RESPONSIBILITIES & DUTIES:

• 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.

REQUIREMENTS:

• Strong understanding of real estate technology, property management, or real estate transactions is a plus.
• 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). 

QUALIFICATIONS:

• EDUCATION:  Bachelor’s degree in Business, Communications, Marketing, or a related field (or equivalent experience).
• EXPERIENCE:   Proven track record of managing and growing key client relationships in a SaaS environment.
• Experience working in a customer-facing role within a technology or real estate industry is preferred.