Senior Manager, Client Success (Lender)

Build Technologies; Nashville (TN); On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

Equity & stock options

Unlimited PTO

Medical, dental & vision insurance

401k with match

Learning Grant program

Job summary

Built Technologies, a leading AI-powered real estate and construction finance platform, seeks a Senior Manager of Client Success in Nashville. You will lead a high-impact CS team, shape strategies, and partner with Sales, Product, and Finance to optimize retention and expansion across top accounts.

You will drive organizational growth, mentor leaders, and champion AI-enabled workflows to scale client relationships and outcomes in a rapidly growing SaaS/fintech environment.

Qualifications

• 8-12+ years in client success or strategic account management.
• Experience building CS managers and senior ICs.
• Ability to partner with executive leadership on growth strategy.

Responsibilities

• Lead Client Success team and managers of Client Success; set structure and priorities.
• Develop organization-wide CS strategy, playbooks, and operating methodologies.
• Hire, develop, and mentor CS managers and leaders; instill accountability and customer obsession.
• Set performance metrics for CS; monitor NRR, retention, adoption, expansion; drive improvements.
• Align CS strategy with Sales, Implementation, Product, and Finance for a seamless customer journey.
• Lead executive-level relationships with Built’s top accounts and represent CS in strategic discussions.
• Drive innovation in CS tooling and engagement models to scale expansion opportunities.
• Develop annual forecasts and business plans for retention and expansion; report to executives.
• Champion AI adoption across CS; establish systems to manage more clients efficiently.

Skills

CS leadership

Strategic accounts

SaaS

Executive partnerships

AI adoption

Job description

Built’s Mission:

Connect and simplify doing business in real estate.

Built is the AI-powered platform transforming the way real estate is financed, developed, and managed. Purpose-built for real estate and construction, Built began by fixing construction draw management for lenders and has grown into a comprehensive operating system addressing some of the industry’s most complex challenges. Today, Built is a partner to more than 350 lenders, over 80,000 borrowers and owners, and thousands of contractors, powering 86,000 active projects valued at more than $300 billion. Learn more at getbuilt.com.
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Senior Manager, Client Success (Lender)

About The Role

Built Technologies is transforming how capital moves through construction and real estate finance - one of the largest, most complex sectors in the economy. Our platform connects lenders, including many of the top U.S. banks, with the owners, developers, and general contractors they finance. When a draw is approved, a builder can pay subcontractors. When a compliance document clears, a project moves forward. The work we do here is not abstract - it has a direct and material impact on how capital flows and how real estate gets built.

Our Guiding Principles

• Be Bold. We pursue the biggest problems in our industry, challenge assumptions others take for granted, and take calculated risks to get there. We don’t hide behind consensus or committees. Playing it safe is just failing slowly.
• Help Customers Win. We learn our customers’ businesses deeply - how they think, how they deploy capital, what keeps them up at night. We treat their capital like our own. We ship leverage, not features. And we measure ourselves by customer results, not our intentions.
• Move with Urgency & Purpose. We bias toward delivery over perfection, remove friction from our own paths, and communicate in real time. Momentum compounds - and we build it every day.
• Own the Outcome. We own outcomes, not just tasks. We hold a high Say:Do ratio and take responsibility from idea through impact. When something breaks, we fix it - we don’t wait to be asked.
• Never Satisfied. We raise the bar continuously. We stay curious, hold exacting standards, debate hard, and hold our opinions loosely when the evidence shifts. Excellence is a habit, not an event.

What You’ll Do

• Lead Client Success team and Managers of Client Success - establish organizational structure, strategic priorities, and performance accountability across a broader span of people and client relationships.
• Develop and implement organization-wide client success strategy, playbooks, and operating methodologies that drive consistent retention and expansion outcomes across all client segments.
• Hire, develop, and mentor CS managers and senior leaders - build a culture of accountability, client obsession, and continuous improvement that attracts and retains top CS talent.
• Set performance expectations and metrics for the client success function - monitor NRR, retention, adoption, and expansion results, and implement improvements that drive consistent commercial outcomes.
• Partner with Sales, Implementation, Product, and Finance to align client success strategy with company objectives and ensure Built delivers a seamless, high-value client experience across the full lifecycle.
• Lead strategic client relationships at the executive level for Built’s most important accounts - serve as the senior CS voice in executive client conversations and maintain high-level presence in the portfolio.
• Drive innovation in client success approaches, tooling, and engagement models - continuously improve how the team identifies, develops, and captures expansion opportunities at scale.
• Develop annual forecasts and business plans for customer retention and expansion targets; represent the function’s performance and strategy clearly to executive leadership.
• Champion AI and automation adoption across the function - build the systems and expectations that let the team manage more clients more effectively without proportional growth in headcount.

What You’ll Bring

• 8-12+ years of experience in client success, customer success, or strategic account management, with 3-5+ years leading multi-level teams or managing a client success function in a high-growth SaaS or fintech environment.
• A proven organizational builder - you’ve developed CS managers and senior ICs, built strong team cultures, and created conditions where client success professionals do the best work of their careers.
• Deep expertise in client success strategy - scalable engagement models, health scoring, expansion playbooks, and the commercial levers that drive strong NRR in a SaaS business.
• A demonstrated ability to partner with executive leadership on strategy - translating company growth objectives into CS operating plans and connecting team performance to revenue outcomes.
• Executive presence and communication skills to represent the CS function at the senior leadership level - advocating for your team, your methodology, and the organizational investment required to retain and grow Built’s customer base.
• Deep familiarity with lending institutions, draw management, compliance workflows, commercial real estate finance, or commercial banking - enough to lead the most important executive conversations and represent Built credibly at the highest client levels.
• Comfort with complexity and the pace of a high-growth company where client mix, team capacity, and organizational priorities shift continuously.

What Success Looks Like at Six Months

• The Client Success organization is delivering at scale - NRR is strong and improving, teams are retaining and expanding their portfolios, and Built’s customers experience CS as a differentiator.
• At least one CS manager or senior IC on your team has meaningfully grown in scope, capability, or commercial performance under your leadership within the first two quarters.
• Client success methodology and tooling have evolved under your ownership - the function is more scalable, more consistent, and better equipped to serve Built’s most complex clients.
• Executive leadership and cross-functional partners view you as a strategic partner on customer revenue - you’re consulted on portfolio strategy, commercial planning, and client lifecycle design.
• The Client Success function has a strong identity, high-performance culture, and a reputation within Built as the team that drives the retention and expansion that fuel long-term growth.

AI & Technology Expectations

• Leverage AI tools to enhance the productivity, quality, and speed of your work.
• Use AI to support drafting, analysis, summarization, and problem-solving across your role.
• Identify opportunities to streamline workflows and reduce manual effort through automation and AI.
• Apply AI to sharpen decision-making and strengthen strategic insights.
• Share effective AI use cases and best practices with your team.

Built’s salary range for this position is $150,000 - $180,000 USD per year. The pay range is designed to accommodate upward mobility in the role, therefore it encompasses the full span of proficiency levels for this role and we believe that the midpoint of the range is competitive in the market. Salary is just one component of Built’s total compensation package for employees; your total rewards package at Built will include equity, market-current medical, dental and vision coverage, an unlimited PTO policy, and other benefits.

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Travel Requirement:

Employees who are not based in the Nashville area are required to travel to our Nashville office at least twice per year for company gatherings, such as Connect Week. Additional travel to Nashville may be required based on your role and business needs.

Perks:

• The rare opportunity to radically disrupt a $1.5T industry
• Competitive benefits including: uncapped vacation [US ONLY], medical, dental & vision insurance
• Robust compensation package, including equity in the form of stock options
• Learning Grant program to support ongoing professional development
• 401k with match and expedited vesting [US ONLY]

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