Customer Success Account Manager

Unity Communications; Región Centro; Remote; MXN 400,000 - 600,000; Full time

Benefits offered by this job

Remote work

Benefits from day one

Food vouchers

Job summary

Unity Communications in Mexico is seeking a Customer Success Account Manager to support a U.S. software company in PropTech and real estate finance. The role emphasizes onboarding, budget lifecycle management, and ensuring customer satisfaction.

You will create training materials for property, regional, and asset managers, lead quarterly business reviews, and track KPIs like churn and time-to-value. This is a fully remote role based in Mexico with day-one benefits.

Qualifications

• 3–5+ years in multifamily property management, ideally regional/ops manager
• Experience with SaaS platforms (Yardi, Entrata, RealPage) in real estate
• Budgeting and financial planning knowledge in real estate
• Customer-facing or consultative work experience
• Excellent English and Spanish communication (written and verbal)
• Proficient with documentation, PM, and productivity tools
• Adaptable for fast-paced startup environments

Responsibilities

• Build and manage onboarding processes and docs
• Design and implement budget lifecycle framework
• Shadow leaders to document customer workflows
• Create training materials for property, regional, and asset managers
• Lead QBRs and identify upsell opportunities
• Track KPIs like churn, engagement, and time-to-value
• Collaborate with marketing on engagement content/events
• Provide day-to-day support during budget cycles

Skills

Customer Success

Onboarding

KPI Tracking

Budgeting

Bilingual EN/ES

SaaS Familiar

Documentation

Project Management

Startup Experience

Job description

About the Role

We're hiring a Customer Success Account Manager to support a fast-growing U.S. software company in the PropTech and real estate finance industry.

Key Responsibilities

• Build and manage customer onboarding processes and documentation
• Support the design and implementation of the budget lifecycle management framework
• Shadow internal leaders to learn customer workflows and document best practices
• Create training materials tailored to property, regional, and asset managers
• Lead quarterly business reviews (QBRs) and identify upsell opportunities
• Track and report on KPIs such as churn, engagement, and time-to-value
• Collaborate with marketing on customer engagement content and events
• Provide day-to-day support to ensure customer satisfaction during budget cycles

Requirements

• 3–5+ years of experience in multifamily property management , preferably as a regional or operations manager
• Experience with SaaS platforms or property management tools (e.g., Yardi, Entrata, RealPage)
• Knowledge of budgeting and financial planning in the real estate sector
• Previous experience in customer-facing or consultative roles
• Excellent communication in English and Spanish (written and verbal)
• Proficiency with documentation, project management, and productivity tools
• Adaptability and initiative to work in a fast-paced startup environment

Preferred Skills

• Familiarity with customer success metrics and frameworks
• Experience developing educational or training content
• Comfort working with KPIs and data analysis
• Understanding of value-based selling or strategic account management

What We Offer

• 100% remote work (must be based in Mexico)
• Competitive base salary
• Full legal benefits from day one
• Food Vouchers Card
• Paid training and onboarding
• Career path toward customer success, SaaS operations, or consulting
• Schedule: Monday - Friday