Client Lifecycle Manager

1031x; Jacksonville (FL); Remote; USD 80,000 - 110,000; Full time

Job summary

1031X is seeking a Client Lifecycle Manager to enhance client engagement and satisfaction in real estate transactions. This temp-to-hire position involves building strategic relationships and implementing growth strategies. Join a fast-paced team dedicated to revolutionizing the 1031 exchange process with innovative solutions.

Benefits

Competitive base + performance bonuses

Full benefits if hired (health, dental, vision)

401(k) with match

Generous PTO

Work remotely from anywhere in the U.S.

Qualifications

• 5–7 years in client development or account management.
• Experience in SaaS, real estate, or financial services is preferable.
• Proven track record in achieving KPIs about client satisfaction.

Responsibilities

• Build and manage strategic relationships with high-value clients.
• Collaborate with Sales and Marketing to drive engagement and revenue.
• Create and execute personalized client engagement plans.

Skills

Client Development

Account Management

Sales Strategy

Relationship Building

Data-Driven Decision Making

Tools

CRM (HubSpot preferred)

Job description

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Head of Growth & Innovation & 1031X | Strategic Growth and AI Innovation Leader | Licensed Real Estate Professional

Company Overview

1031X is capturing market share in a multi-billion dollar industry dominated by outdated players. Our innovative platform is revolutionizing real estate transactions by making the 1031 exchange process more efficient, transparent, and accessible. We’re building the platform that serious real estate investors choose for seamless, smarter transactions that benefit everyone involved.

We’re growing fast—and we’re hiring a Client Lifecycle Manager to help us scale. You’ll be instrumental in driving client engagement, satisfaction, and long-term retention, while shaping the revenue infrastructure that powers our expansion.

This is a temp-to-hire position with tremendous upside for the right person. Prove you can drive results, and you’ll help shape the future of a company positioned for rapid growth.

What You’ll Do

• Build and manage strategic relationships with high-value clients to ensure satisfaction and long-term success.
• Drive engagement and revenue by collaborating with Sales and Marketing to implement growth strategies across accounts (upselling, cross-selling, renewals).
• Learn your clients inside and out through thoughtful relationship-building and strategic insight.
• Own key performance metrics like client lifetime value, referrals, and partnership revenue.
• Craft personalized client engagement plans from onboarding through renewal, ensuring exceptional service and adoption.
• Be the voice of the client—providing actionable feedback to leadership and product teams based on evolving client needs and industry trends.
• Collaborate cross-functionally with Marketing, Sales, and Product to ensure client expectations are met and exceeded.

What We’re Looking For

• 5–7 years in client development, account management, or sales—preferably in SaaS, real estate, or financial services.
• A client-obsessed professional with a knack for building long-term relationships.
• A growth-minded seller who knows how to identify upsell/cross-sell opportunities and increase adoption.
• Someone with strategic insight, CRM experience (HubSpot preferred), and ideally, knowledge of the 1031 Exchange space.
• A data-driven performer who can exceed KPIs tied to client satisfaction, retention, and revenue.

Why Join 1031X?

• Impactful Work: Help real estate investors and partners complete smarter, more efficient transactions.
• Life-Friendly Culture: Work remotely from anywhere in the U.S. with a team that values balance.
• Competitive Compensation:
• During temp period: Competitive base + performance bonuses
• If hired: Full benefits (health, dental, vision), 401(k) with match, and generous PTO
• Inclusive by Design, Innovative by Nature: Diverse ideas and voices are welcome—and encouraged.

Apply Now

Are you a client-focused pro ready to grow a category-defining company?

Join us and shape the future of 1031 exchange technology.

To apply, send your resume to [e-mail] or apply directly to our LinkedIn Company Job Post.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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