ESSENTIAL FUNCTIONS
- Lead onboarding for complex or multi-site accounts, coordinating with Product and Support to ensure smooth technical setup.
- Establish success plans and milestones that align with each client’s business model and growth goals.
- Manage a portfolio of high-value clients, scheduling strategic check-ins and conducting performance reviews that highlight ROI and identify expansion opportunities.
- Build trusted relationships with key stakeholders to strengthen retention and uncover upsell potential.
- Represent the customer internally by sharing feedback, usage trends, and product improvement opportunities.
- Collaborate with Marketing on case studies and success stories that showcase business impact.
- Monitor adoption, engagement, and satisfaction metrics to proactively address churn risks.
- Use analytics to identify behavior patterns and create actionable plans that drive renewal and expansion.
- Partner with Sales, Product, Engineering, and Marketing to deliver a unified client experience.
- Participate in product discussions and internal initiatives that enhance the customer journey.
- Performs other duties as requested by management.
SKILLS & QUALIFICATIONS
- BA/BS or equivalent work experience.
- 5 years of experience in Customer Success, Account Management, or Client Strategy (preferably in SaaS, marketing technology, or related industries).
- Proven track record managing a book of business with measurable retention and growth outcomes.
- Exceptional communication and presentation skills, with confidence engaging business owners and technical users alike.
- Strong analytical mindset — comfortable interpreting metrics and turning insights into action.
- Demonstrated success building long-term relationships with clients who themselves serve end customers.
- Dependable, organized, and self-directed, with excellent follow-through.
- Experience with real-estate technology, SaaS, or IDX platforms (preferred).
- Familiarity with Salesforce or similar CRM systems (preferred).
- Working knowledge of website builders such as WordPress or Wix (preferred).
- Exposure to customer engagement tools like Braze, Appcues, or similar platforms (preferred).
- Understanding of digital marketing, automation, or lead-generation workflows (preferred).
Top Skills
What We Do
Introducing FRONTSTEPS — We are a resident engagement platform powering communities to be safe, informed, and efficient. Anyone can offer HOAs a website and document storage, FRONTSTEPS provides the opportunity to make a difference in a community. We are building the #1 software platform for HOAs, PMCs, builders, and security companies.
Why Work With Us
Our culture is vibrant and our employees share our company goals and core values. Work here because you're courageous and value taking care of the customer at all times, moving with purpose & urgency, and innovating & failing forward. Work here to meet smart, creative people who want to transform how the modern community functions.
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