Ylopo - Strategic Client Success Manager
Requirements
• Previous experience managing an assigned book of business in customer service, coaching, training, Sales or account management role • Can site specific examples where the candidate has made recommendations to clients that resulted in upsell and cross sell opportunities • Ability to facilitate the solution to complex issues and requests • Has previous experience working in a fast paced, dynamic environment (start up 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, and attention to detail • Positive demeanor, trustworthy character • Ability to take the 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 a plus, but not necessary • Undergraduate degree preferred
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 full benefits include starting pay from $55K to $70K 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.
Benefits
• a commitment to personal development, • guidance and support at a high level through interfacing with our Executive Team to prioritize goals as a company, • excellent leadership and mentoring for our entry-level to senior staff, and recognition of outstanding efforts, • team building events, team lunches/ happy hours, and other company wide events • a supportive, caring environment dedicated to continuous learning and growth. • We’re hiring a Strategic Client Success Manager to oversee a dedicated book of high-value clients. In this role, you’ll act as a trusted advisor, helping our most invested partners drive results, scale performance, and realize long-term value with Ylopo. You’ll collaborate cross-functionally, consult on growth opportunities, and proactively manage both retention and adoption efforts. This is a high-impact role for a strategic thinker who thrives on building relationships, solving complex challenges, and delivering measurable outcomes. • Team members well-suited to this role will have a track record of successfully coaching, advising, and supporting high-profile clients, and have previous success in aiding clients throughout their lifecycle to help them unlock the most value from solutions and services. Most importantly, we’re looking for candidates who are quick-thinking, detail-oriented, organized, patient, positive, and thoughtful. • Base: $70,000 - $80,000 • Bonus: 25% of base salary OTE • 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. • This role is currently fully remote. Some small amount of long-distance travel may be required for training, company summits, or client events.
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