The Role
Manage assigned client accounts after onboarding, serving as the primary customer contact. Build relationships, align business objectives with CRM capabilities, drive product adoption and engagement, identify expansion opportunities, monitor account health, conduct reviews, and coordinate with Sales, Product, and Support to resolve issues and improve customer outcomes.
Summary Generated by Built In
What will you do
1. Serve as the primary point of contact for assigned client accounts post-onboarding.
2. Build and maintain strong, long-lasting customer relationships with key stakeholders.
3. Understand client business objectives and align them with Sell.do’s CRM capabilities.
4. Drive product adoption, feature usage, and overall engagement to maximize customer ROI.
5. Identify upsell and cross-sell opportunities, collaborating with Sales to drive account growth.
6. Monitor account health metrics, proactively addressing risks and challenges.
7. Conduct regular check-ins, business reviews, and feedback sessions with clients.
8. Collaborate with Product and Support teams to ensure timely issue resolution and feature requests.
What you should bring to the table
1. 2–5 years of experience in Customer Success, Account Management, or Client Relationship roles—preferably in a SaaS or B2B tech environment.
2. Proven ability to manage multiple accounts while paying strong attention to detail.
3. Excellent interpersonal, communication, and problem-solving skills.
4. Experience working with CRM platforms or in the PropTech/Real Estate domain is a plus.
5. Ability to think strategically and advocate for the customer while balancing business goals.
6. Comfortable working in a fast-paced, collaborative team environment.
Skills Required
- 2-5 years of experience in Customer Success, Account Management, or Client Relationship roles
- Experience in a SaaS or B2B technology environment
- Ability to manage multiple accounts with strong attention to detail
- Excellent interpersonal, communication, and problem-solving skills
- Experience working with CRM platforms
- Experience in the PropTech or real estate domain
- Strategic thinking and ability to advocate for customers while balancing business goals
- Ability to work in a fast-paced, collaborative team environment
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The Company
What We Do
Sell.Do is an AI-first, end-to-end real-estate CRM and revenue operating system for developers, mandate companies, and brokers. Its platform connects marketing, lead qualification, sales, site visits, live inventory, channel-partner management, bookings, and post-sales workflows in one system. It also uses Jarvis AI for voice agents, call analysis, lead scoring, and next-best-action recommendations, helping real-estate businesses automate operations and improve conversions.
