Strategic Client Success Manager

Ylopo; United States; Remote; USD 55,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Paid holidays, vacation, and sick days

401(k) plan

Job summary

A growing marketing and technology firm is seeking a Client Success Manager to manage client relationships and enhance satisfaction. The role involves identifying upsell opportunities and addressing client issues. The successful candidate will work remotely and earn between $55,000 to $70,000 plus benefits. Ideal candidates have prior experience in customer service or account management, with strong technical and communication skills.

Qualifications

• Previous experience managing a book of business in customer service or account management.
• Proactive, goal-oriented mindset with strong work ethics.
• Strong organizational skills and ability to work independently.

Responsibilities

• Manage relationships within your client portfolio.
• Identify upsell and cross-sell opportunities.
• Address escalated client issues and provide high-level support.
• Develop strong client relationships to enhance retention.

Skills

Customer service experience

Technical skills

Strong communication skills

Multitasking

Problem-solving skills

Job description

Ylopo, LLC is a rapidly growing marketing and technology company providing internet marketing services and proprietary lead generation and engagement software to successful real estate agents across the country. We are seeking an outgoing, tech‑savvy individual to join our growing team.

Why work for Ylopo?

• Commitment to personal development
• Guidance and support by interfacing with our Executive Team to prioritize company goals
• Excellent leadership and mentoring from entry‑level to senior staff, with recognition of outstanding efforts
• Team building events, lunches, happy hours, and company‑wide events
• A supportive, caring environment dedicated to continuous learning and growth

Client Success Managers are at the forefront of delivering exceptional experiences to our clients, ensuring they are proficiently trained and well‑informed about our product offerings. They serve as the primary point of contact for clients, addressing escalated issues and fulfilling special requests promptly and effectively.

Qualifications

• Previous experience managing an assigned book of business in customer service, coaching, training, sales or account management role
• Can provide specific examples where the candidate has made recommendations to clients that resulted in upsell or cross‑sell opportunities
• Ability to facilitate solutions to complex issues and requests
• Previous experience working in a fast‑paced, dynamic environment (startup experience is a plus)
• Proactive, goal‑oriented mindset
• Consistent work habits and strong work ethic
• Strong technical and organizational skills
• Ability to multitask and work independently toward deadlines
• Strong written and verbal communication skills, with attention to detail
• Ability to take initiative and see projects and tasks through to completion
• Ability to understand and convey detailed information about our services and systems
• Understanding of real estate and the real estate profession is a plus, but not necessary

Responsibilities

• Manage client relationships within the Client Success Manager’s book of business
• Identify and capitalize on upsell and cross‑sell opportunities through strategic recommendations to clients
• Assume primary responsibility for an assigned segment of our client base, providing backup assistance for other teammates’ clients as needed
• Communicate with clients via phone and email in a timely manner to provide high‑level customer support
• Develop strong client relationships to enhance client retention
• Professionally address escalated issues and troubleshoot problems as they arise
• Consistently follow up with clients as needed to ensure satisfaction and address any concerns
• Collaborate with the product support team to investigate and resolve issues and software bugs appropriately
• Proactively evaluate client health and schedule and conduct check‑in calls with clients
• Complete special projects and become a subject matter expert for new aspects of our product
• Gain expertise in our product and the real estate space, confidently speaking to these subjects
• Collaborate with sales, billing, marketing, international, and technical teams on special projects

This role is currently fully remote. Some small amount of long‑distance travel may be required for training, company summits, or client events.

Compensation and Benefits

Starting pay from $55,000 to $70,000 plus bonus depending on experience.

Medical, dental, and vision benefits; paid holidays, vacation, and sick days; a 401(k); paid monthly parking (if applicable); and an extremely nice, supportive group of people as your co‑workers.

Ylopo is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion.