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JOB DESCRIPTION
JOB CODE
NO.POSITIONS
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Client Success Manager
Florida
To strengthen our growing team, Avanze is looking for an experienced Client Success Manager (CSM).As a CSM you are our primary client facing teammate.
ATL0040
1 No's
Client Success Manager (CSM)
Job Code ATL0040
Full Time
Senior Level
UI /UX Designer
Client Success Manager (CSM)
Subject Line Job Code ATL0040
Experience
Minimum 4+ Year
Location
Florida
Employee Type
Full Time Jobs
Job Category
Technology Support
ROLE AND RESPONSIBILITIES
To strengthen our growing team, Avanze is looking for an experienced Client Success Manager (CSM). As a CSM you are our primary client facing teammate responsible for stewarding clients through initial implementation and platform adoption, providing outstanding ongoing support, and protecting and growing client relationships with renewals and expansions.
ROLES AND RESPONSIBILITIES:
Assist in the early engagement cycle by leading product demos and address prospect questions.
Work with clients to obtain a better understanding of their business case.
Work with engineering teams to make product demos more relevant to client context.
Scheduling and facilitating client meetings for site configuration and delivery;
Managing and tracking progress on client deliverables;
Reviewing client sites and usage metrics to proactively identify issues;
Working with client staff to encourage platform adoption and usage;
Reviewing and responding to support tickets and other client correspondence;
Working with technical resources to address client issues and verify solutions;
Ensuring timely renewal of client subscriptions;
Identifying opportunities to expand client subscriptions to meet additional data needs;
Surfacing client feedback and needs to product management
KEY SKILLSET
Mortgage and Title Technology experience.
Possess an ingrained commitment to providing excellent client service;
Love to work with different kinds of people;
Are attentive to detail;
Enjoy the pace and variety of managing multiple priorities;
Are skilled written and oral communicators;
Like to understand how things work and aren’t shy about asking questions;
Are interested in technology and data,
Prefer a fun, collaborative work environment.
QUALIFICATIONS AND EDUCATION REQUIREMENTS
1-2 years of experience as a Customer Service/ Project/Product Management
4+ years of experience in a job in the Mortgage/Title Industry
Demonstrated success implementing new clients.
Experience creating and presenting product demos.
Strong analytical skills with the ability to make data-driven decisions
Excellent written and verbal communication skills
Bachelor’s degree preferred
Technical background experience preferred
Excellent teamwork skills
Proven ability to influence cross-functional teams without formal authority
Examples and at least one sample of an effective document delivered in the past