Strategic Client Partner

Yardi; Santa Ana (CA); On-site; USD 120,000 - 135,000; Full time

Benefits offered by this job

100% paid employee medical premiums

Profit-sharing plan

Flexible work arrangements

Job summary

Yardi is seeking a Strategic Client Partner in Santa Ana, CA to serve as a trusted advisor to key customers and drive adoption of Virtuoso Enterprise implementations. You will lead cross-functional efforts across Service, Product Development, Sales, and Customer Experience to deliver measurable outcomes and long-term client success.

Ideal candidates will have a Bachelor’s degree and 8+ years in multihouse real estate, prop tech, or SaaS, plus strong project management and executive

Qualifications

• Bachelor's degree or higher required.
• 8+ years in multifamily housing, prop tech, or SaaS.
• Strong project management and cross-functional collaboration skills.
• Excellent executive-level communication and presentation abilities.

Responsibilities

• Serve as strategic advisor aligning client goals with Yardi solutions.
• Lead cross-functional collaboration to resolve challenges and improve client experience.
• Identify opportunities to maximize value and ROI for clients.

Skills

Cross-functional leadership

Project management

Executive presentation

Data-driven decision making

Education

Bachelor's degree in Business, Finance, CS, or related field

Master's degree in Business

Tools

MS Office

Job description

About The Role

As a Strategic Client Partner, you will serve as a trusted advisor to key customers, leading cross-functional efforts to solve complex challenges, elevate the customer experience, and maximize the value clients receive from their Yardi partnership. This role's primary focus will be on supporting Virtuoso Enterprise implementations for existing customers, ensuring successful adoption, value realization, and alignment with each client's strategic business objectives. By analyzing customer journeys, product performance, usage trends, and feedback, you will proactively identify opportunities to improve outcomes, drive ROI, and strengthen long-term customer success.

Success in this role requires strong project management expertise, the ability to effectively collaborate with a wide range of internal and external stakeholders, and exceptional executive-level communication and organizational skills. A customer experience-driven mindset is essential, with a focus on understanding the "why" behind customer needs, delivering measurable business outcomes, and helping customers realize the full value of their investment in Yardi solutions.

What You’ll Do:

• Serve as a strategic advisor and customer advocate, aligning client business goals with Yardi solutions to drive adoption, value realization, and long-term success.


• Lead cross-functional collaboration across Service, Product Development, Sales, and Customer Experience teams to resolve complex challenges and enhance the overall client experience.


• Identify and unlock opportunities for customers to maximize the value of their property management software investment through proactive guidance, performance insights, and strategic planning.


• Drive customer retention and satisfaction by addressing critical issues, mitigating risk, and developing action plans that strengthen client relationships and reduce churn.


• Champion customer outcomes by translating client feedback and business needs into actionable recommendations that improve products, services, and operational effectiveness.

Who You Are:

• Bachelor's degree in Business, Finance, Computer Science, or a related field


• Eight (8) years of experience in multifamily housing, property technology, or a SaaS organization


• Five (5) years of experience in client-facing roles demonstrating leadership and problem resolution


• Proven success independently managing complex, cross-functional projects


• Proven success translating client goals into measurable outcomes using data and product insights


• Experience influencing client decisions and navigating complex organizational dynamics


• Strong experience managing projects involving multiple stakeholders and touchpoints


• Ability to understand the big picture, identify key trends, and develop long-term strategies


• Strong influencing skills with experience guiding client decisions


• Advanced analytical and problem-solving skills


• Excellent presentation and communication skills, including presenting to executive audiences


• Ability to simplify complex technical topics for diverse stakeholders


• Strong customer empathy balanced with advocacy for business needs


• Exceptional organizational and follow-through capabilities


• Ability to work independently and collaboratively in a team environment


• Ability to manage multiple projects simultaneously while delivering high-quality outcomes


• Proficiency with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint


• Moderate travel required (approximately 15–30%)

Ideal To Have

• Master's degree in Business


• Experience in the multifamily real estate industry


• Experience working within Customer Success organizations

Real Estate runs on Yardi.

About Us:

Yardi pioneers the property tech industry by seamlessly blending 40 years of tradition with forward-thinking innovation. We’ve created a team of over 10,000 employees in over 40 locations around the globe dedicated to making great real estate software products.

Discover the Yardi Difference:

Yardi is more than just a software company – we are dedicated to creating a positive impact in our communities. Annually, Yardi extends philanthropic support to organizations chosen by our employees. Our team has contributed to over 350 nonprofits globally, demonstrating our commitment to various causes and communities.

Our award-winning culture, consistently recognized by Glassdoor's prestigious "Best Place to Work", f… continue ... etc.

We prioritize your well-being with comprehensive benefits, including 100% paid employee medical premiums, company profit-sharing plan, and flexible work arrangements.

Annual Salary Range: $120,000 - $135,000

#YardiCareers #TeamYardi #hiring

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