Customer Success Manager

Posted 9 Days Ago
New York, NY, USA
In-Office
90K-100K Annually
Mid level
Software
The Role
Manage a portfolio of property-management customer accounts through onboarding, adoption, renewal, and expansion. Own customer relationships, monitor usage and health, identify adoption and growth opportunities, coordinate with Sales/Product/R&D/Data/Marketing, and produce customer-facing success content and case studies.
Summary Generated by Built In
About Us

Obligo builds trust between landlords and renters using financial technology, eliminating the burden of security deposits. Property owners and managers use Obligo to streamline their operations, defend themselves from fraud, and make their listings more appealing to renters.

About the Position

We are seeking a Customer Success Manager to build successful partnerships with property management companies nationwide. Reporting to the VP of Revenue & Operations, you will be responsible for managing a portfolio of customer accounts, helping customers achieve their business goals, and turning satisfied customers into long-term advocates of Obligo.

In this role, you will own customer relationships throughout the lifecycle—from onboarding through adoption, and growth. You'll work closely with Sales, Product, R&D, Data, and Marketing to deliver an outstanding customer experience while serving as a trusted advisor to your customers.

Responsibilities
  • Manage a portfolio of customer accounts, building strong relationships that drive customer satisfaction, retention, and growth.
  • Own the onboarding process for assigned accounts, ensuring customers are successfully implemented and equipped for long-term success.
  • Partner closely with Sales to ensure smooth customer handoffs and maintain alignment on account health, growth opportunities, and customer goals.
  • Monitor customer usage and health through dashboards and reporting to identify trends, risks, and adoption opportunities.
  • Track product configurations and feature rollouts within assigned customer segments to ensure customers are leveraging the appropriate product capabilities.
  • Proactively identify opportunities to improve customer adoption, engagement, and overall success.
  • Act as the voice of the customer by sharing insights and feedback with Product, R&D, Data, Sales, and Marketing.
  • Contribute to customer success stories, case studies, and referrals.
Skills and Qualifications
  • 3+ years of experience in a customer-facing role at a B2B SaaS company, preferably in Customer Success, Account Management, or Technical Account Management.
  • Experience managing customer relationships across onboarding, adoption, renewal, and expansion.
  • Experience working with complex SaaS platforms.
  • Prior experience in property technology (PropTech) or property management is a strong plus.
  • Bachelor's degree in Business, Marketing, Engineering, or a related field preferred.
  • Strong relationship-building, communication, organization, and problem-solving skills.
  • Ability to understand customer technology stacks and work comfortably with CRM and data tools.
  • Comfortable working with data and building or modifying basic reports in HubSpot; Tableau or Sigma experience is a plus.
  • Wi
  • llingness to experiment, learn, and thrive in a fast-paced environment.
Location

Ability to work out of our New York City office.

Benefits and Perks
  • Stock options
  • Multiple Health, Dental, and Vision plans that begin on day one
  • Remote office expense reimbursement
  • Generous PTO and holiday schedule
  • Commuter benefits
  • Life insurance
  • Quarterly team kickoffs and other team outings
  • Amazing offices in NYC and Tel Aviv
  • A chance to work with incredible teammates who are bright, creative, talented, and passionate

Salary Range: $90,000–$100,000

Skills Required

  • 3+ years of experience in a customer-facing role at a B2B SaaS company
  • Experience managing customer relationships across onboarding, adoption, renewal, and expansion
  • Experience working with complex SaaS platforms
  • Ability to understand customer technology stacks and work comfortably with CRM and data tools
  • Comfortable building or modifying basic reports in HubSpot
  • Tableau or Sigma experience
  • Prior experience in property technology (PropTech) or property management
  • Bachelor's degree in Business, Marketing, Engineering, or a related field
  • Strong relationship-building, communication, organization, and problem-solving skills
  • Ability to work out of New York City office
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The Company
HQ: New York, NY
62 Employees
Year Founded: 2017

What We Do

Obligo builds trust between renters and landlords through financial technology, ridding all parties from the burden of security deposits and paper checks.

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