Careers & Internships

Customer Success Manager

Location: Texas

The Customer Success Manager will act as a trusted advisor to our customers and is ultimately responsible for their success resulting in increased value, retention and customer satisfaction.

This individual should be an innovative person who is detail oriented, highly organized and passionate about delivering an exceptional client experience. They should have industry knowledge, impeccable communication skills and a problem-solving mindset. The ideal candidate will be professional and personable, exhibiting motivation and commitment while consistently producing high-quality work.


  • Develop customer relationships to drive continued value of our data, product and service offerings
  • Engage customers regularly via phone, email and in person to ensure they are satisfied with the services they receive and to improve upon areas of dissatisfaction
  • Deliver product training to support client onboarding, educate clients and increase product and service utilization rates
  • Help customers understand the best ways to utilize the services and products based on the customer’s specific business needs
  • Share client feedback and collaborate with internal cross-functional teams in the development of appropriate products and services
  • Document client interaction into designated systems in an accurate and timely manner
  • Identify customer risks and work with the management team to build a risk mitigation plan
  • Monitor customer usage data, health indicators and growth opportunities and translate into strategies for success

Position Requirements

A bachelor’s degree from a four-year college or university. A candidate for this position must have had at least two years of experience working in a client-facing role. Commercial Real Estate (CRE) experience is preferred but an interest in CRE is a must. Knowledge of Salesforce applications is preferred, as is familiarity with the GoToMeeting platform. The candidate must be comfortable learning and navigating new technology and software applications.

Personal Attributes

The Customer Success Manager must have superior time management skills and excellent attention to detail. A qualified candidate will be self-motivated and proactive needing minimal supervision, be a strategic and creative thinker, be highly organized, able to prioritize and meet tight deadlines, possess the ability to work comfortably in a group/collaborative setting, take accountability for business and team performance, have the capacity to stay calm and composed in times of uncertainty and stress. A suitable candidate will also be likeable, relatable and approachable with outstanding verbal and written communication skills.

How to Apply