Note: The job is a remote job and is open to candidates in USA. REsimpli is an all-in-one CRM for real estate professionals that supports lead management, marketing automation, KPI tracking, and deal management. The Customer Success Manager will own an assigned book of business, guiding customers through trial, onboarding, adoption, and retention while proactively helping them achieve measurable value from the platform.
Responsibilities
- Own the customer journey for your assigned Book of Business, from trial through long-term retention
- Proactively engage trial customers to encourage onboarding, activation, and conversion to paid customers
- Conduct personalized onboarding sessions and product walkthroughs
- Help customers complete key setup steps and remove blockers preventing them from getting started
- Understand each customer's business goals and help them build effective workflows within REsimpli
- Monitor customer engagement and health to identify customers who may be at risk of churning
- Proactively reach out to customers who aren't fully utilizing REsimpli or may not be getting the expected value
- Build strong, ongoing relationships with assigned customers and become a trusted partner in their success
- Continue driving product adoption and engagement beyond the initial onboarding period
- Coordinate with Customer Support, Sales, Product, and other teams when customer issues or needs require additional assistance
- Help identify recurring customer challenges and communicate feedback to the appropriate internal teams
- Stay current on REsimpli features, product updates, and trends in the real estate investing industry
- Take ownership of customer outcomes, including onboarding attendance, activation, engagement, and retention
Skills
- Based in the US, with excellent communication and presentation skills
- Strong relationship-building and customer-facing skills
- Tech-savvy and comfortable demonstrating CRM workflows and helping customers adopt new technology
- Proactive, organized, and able to manage multiple customers effectively
- Strong problem-solving skills and the ability to identify customer needs before they become larger issues
- Comfortable taking ownership and working independently in a remote environment
- Customer-focused mindset with a genuine desire to help customers succeed
- Able to balance relationship management with measurable customer outcomes
- Experience in real estate investing, particularly wholesaling, flipping, or rentals
- Hands-on experience using REsimpli
- Previous experience in a Customer Success, Onboarding, Account Management, or another customer-facing SaaS role
- Experience working with CRM or other SaaS platforms
Benefits
- Full-time, remote position (US-based)
- Performance bonuses
- Growth opportunities within a fast-growing SaaS company
- Work directly with experienced real estate investors and a passionate team
- Opportunity to make a direct impact on customer success and retention
Company Overview