Customer Success/Account Manager

ManageCasa Inc.; San Francisco (CA); Hybrid; USD 90,000 - 140,000; Full time

Job summary

ManageCasa, Inc. is seeking a results-driven Customer Success/Account Manager to drive renewals, expand revenue, and strengthen relationships with HOA boards and property management firms. This hybrid role requires office presence in San Francisco four days per week and strong SaaS sales experience.

You will conduct demonstrations, manage pipeline in HubSpot, collaborate with product and marketing, and target high renewal rates while delivering exceptional customer value.

Qualifications

• 3+ years in SaaS Account Management or Customer Success.
• Proven track record in upselling, renewals and account expansion.
• Excellent written and verbal communication skills.
• Strong negotiation and presentation abilities.
• Experience with HubSpot or Salesforce CRM.

Responsibilities

• Build and maintain relationships with HOA boards and property managers.
• Conduct account reviews, product demos, and trainings.
• Drive renewals, upsell, cross-sell, and growth opportunities.
• Maintain accurate pipeline and revenue forecasts in HubSpot.
• Collaborate with Sales, Product, Marketing, and Support teams.
• Deliver engaging software demonstrations.

Skills

SaaS sales

Account management

Customer success

Negotiation

CRM experience

Communication skills

Renewals

Tools

HubSpot

Salesforce

Job description

Customer Success/Account Manager, SaaS & Property Management

Company: ManageCasa, Inc. | Powered by Minii AI
Location: San Francisco, CA (Preferred)
Employment Type: Full-Time
Work Arrangement: Hybrid and4 days per week required in our San Francisco office

About the Role

ManageCasa is seeking an experienced, sales-driven Customer Success/Account Manager with strong communication skills, proven SaaS sales experience, and knowledge of property management or HOA/community association management.

This role combines customer relationship management with revenue growth. You will help existing customers succeed with ManageCasa and Minii AI while actively driving renewals, upselling, cross-selling, and account expansion.

This is not a traditional customer support role. We are looking for someone who is confident speaking with customers, understands their business needs, can demonstrate software solutions, and has the ability to negotiate and close sales opportunities.

Candidates with experience at AppFolio, FRONTSTEPS, Enumerate, Buildium, Vantaca, CINC Systems, or Yardi are strongly encouraged to apply.

Key Responsibilities

Customer Success & Relationship Management

• Build strong, long-term relationships with existing customers, including HOA boards, community association managers, and property management companies.

• Understand customer goals, challenges, and opportunities for improvement.

• Conduct regular account reviews, product demonstrations, training, and customer check-ins.

• Increase adoption of ManageCasa features and Minii AI capabilities.

• Proactively address concerns, improve customer satisfaction, and reduce churn.

Sales, Upselling & Account Growth

• Identify and close upselling, cross-selling, and account expansion opportunities.

• Recommend additional ManageCasa products, features, integrations, and services based on customer needs.

• Present solutions, communicate business value, discuss pricing, negotiate, and close deals.

• Manage renewals and proactively identify opportunities for contract upgrades.

• Meet assigned revenue growth, customer retention, and renewal targets.

• Maintain accurate account information, sales activities, and pipeline opportunities in HubSpot CRM.

Customer Communication & Engagement

• Communicate professionally and confidently by phone, video, and email.

• Deliver engaging software demonstrations and presentations.

• Write customer newsletters, product announcements, feature updates, and follow-up communications.

• Collaborate with Sales, Product, Marketing, and Support teams.

• Identify customers for testimonials, case studies, referrals, and success stories.

Required Qualifications

• 3+ years of experience in SaaS Account Management, Customer Success, or customer-facing software sales.

• Proven success in upselling, cross-selling, renewals, and account expansion.

• Excellent verbal and written communication skills.

• Strong sales, negotiation, presentation, and objection-handling abilities.

• Confidence engaging with customers and identifying business opportunities.

• Ability to explain software features and demonstrate their value.

• Experience with CRM systems such as HubSpot or Salesforce.

• Strong organizational skills, initiative, and consistent follow-through.

• Results-oriented mindset with the ability to meet revenue targets.

• Availability to work full-time, including 4 days per week in our San Francisco office.

Preferred Qualifications

• Experience in property management software, HOA management, or community association management.

• Previous experience with AppFolio, FRONTSTEPS, Enumerate, Buildium, Vantaca, CINC Systems, or Yardi.

• Knowledge of HOA accounting, AP/AR, payments, maintenance, and property management workflows.

• Experience selling SaaS upgrades, add-on services, and AI-powered solutions.

• Experience managing a portfolio of customer accounts and driving account growth.

How Success Is Measured

• Revenue Growth: Achieve upselling and cross-selling targets.

• Customer Retention: Maintain high renewal rates and reduce churn.

• Account Expansion: Increase revenue and product adoption across existing accounts.

• Customer Satisfaction: Build trusted relationships and deliver a positive customer experience.

• Customer Engagement: Generate customer testimonials, success stories, and referrals.

• CRM Management: Maintain accurate customer records, account activity, and revenue forecasts.

Why Join ManageCasa?

ManageCasa is transforming HOA and property management with an intuitive, all-in-one software platform powered by Minii AI.

Join a growing technology company where you can build meaningful customer relationships, introduce innovative AI-powered solutions, and directly contribute to customer success and company revenue growth.

If you are a results-driven SaaS Account Manager with strong sales experience, excellent communication skills, and knowledge of property management, we would love to hear from you.