Remote PropTech Customer Success Lead

Unity Communications; Hermosillo; Remote; MXN 446,000 - 893,000; Full time

Job summary

Unity Communications is seeking a Customer Success Account Manager to support a fast-growing U.S. software company in the PropTech and real estate finance space.

This role will guide customers through onboarding, budget lifecycle processes, and ongoing value realization. Based in Mexico, and working 100% remotely, you will collaborate with cross-functional teams to drive retention, identify upsell opportunities, and deliver training materials for property and asset managers, while measuring KPIs

Qualifications

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

Responsibilities

• Build and manage customer onboarding processes and documentation.
• Support budget lifecycle management framework design and implementation.
• Shadow leaders to document customer workflows and best practices.
• Create training materials tailored to property, regional, and asset managers.
• Lead quarterly business reviews (QBRs) and identify upsell opportunities.
• Track 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.

Skills

Customer-facing

Bilingual English/Spanish

Documentation proficiency

Project management

Budgeting knowledge

Adaptability

Tools

Yardi

Entrata

RealPage

Job description

Unity Communications is seeking a Customer Success Account Manager to support a fast-growing U.S. software company in the PropTech and real estate finance space.

This role will guide customers through onboarding, budget lifecycle processes, and ongoing value realization. Based in Mexico, and working 100% remotely, you will collaborate with cross-functional teams to drive retention, identify upsell opportunities, and deliver training materials for property and asset managers, while measuring KPIs