Customer Success Manager

Posted 15 Days Ago
Austin, TX
Mid level
Fintech • Real Estate • Security • Software • Cybersecurity
Closinglock is a Real Estate tech company focused on simplifying the real estate closing experience for all parties.
The Role
The Customer Success Manager at Closinglock will drive customer adoption and engagement, establish strong relationships with key stakeholders, manage customer renewals, and identify growth opportunities to ensure customers realize value from Closinglock's services.
Summary Generated by Built In

Company Overview
Closinglock is modernizing the real estate world's way of transferring information and funds to eliminate wire fraud and provide a secure, easy-to-use platform for title companies, law firms, and other financial services to protect themselves and their clients from wire fraud. We act in the long-term best interests of our customers by understanding their problems. When our customers win, we win. To date, we have protected over $250B+ in funds related to residential property transactions. Closinglock's platform has been used by clients in all 50 states and across 42 countries.
Closinglock was founded in 2017 by Andy White, CEO, and his wife, Abigail White. The company is headquartered in Austin, TX, with an office in downtown Austin. Today the company has grown to 60+ employees across product & engineering, sales, partnerships, customer success, marketing, and finance.
Mission: Simplify the real estate closing experience for all parties
Vision: Provide a secure and efficient transfer of data and funds
The inherent value of what we offer with our fraud prevention platform and modern payment solution for real estate is protecting a homebuyer's largest investment in their life.
We are rapidly growing our team and are looking for more incredible talent. Our current team is built of top performers from world-class companies, and we will continue to hire that way. We firmly believe that top performers want to work with other top performers. We have a lot of fun at work because we trust each other and respect each other's talents, abilities, and experiences. We are hyper-focused on a common vision, and our company strength is based on the unparalleled quality of our team. There is no limit to what we can accomplish together!
Check out our website to learn more about our company.
What we are looking for: A Customer Success Manager to build, retain, and grow a book of business comprising Closinglock's largest customers. You will be the voice of the customer within Closinglock and serve as the customer liaison with Closinglock's sales, services, product, and engineering teams. You will use a data-driven approach, applying best practices and solutions to ensure our customers realize value from Closinglock and achieve their business goals and objectives.
As a successful Customer Success Manager, you'll use your consultative mindset to build long-lasting partnerships with each customer. You'll be instrumental in driving product adoption and customer achievement of ROI. You'll provide product roadmap insights and share industry trends while encompassing Closinglock's values.
This is a full-time, in-person position in our Austin, TX office.
What you'll do:

  • Drive customer adoption and effective use of Closinglock by utilizing multiple resources to proactively monitor product usage trends and rollout of Closinglock across the organization
  • Gain a deep understanding of your customer's business goals and desired outcomes by building trust and creating meaningful relationships among key stakeholders and executives
  • Own the customer renewal and generate growth opportunities. Proactively identify, forecast, and manage customer risk to minimize churn, ensure strong customer engagement, and identify expansion opportunities that will enhance the customer experience
  • Ensure customers understand the value Closinglock delivers to their business by conducting business reviews, on-site meetings, and attending industry events that mirror their business goals and objectives
  • Identify product improvements or new products by remaining current on customer needs, industry trends, market activities, and competitors
  • Proactively connect with customers regularly via phone, email, and semi-annual on-site visits, driving active engagement with the Closinglock Committee
  • Participate in and help build our company culture
  • Serve as a voice of CSMs within Closinglock, sharing your experiences in meetings while driving collaboration between offices to help unify our teams and build a strong culture
  • Lead and inspire peers to exceed objectives, champion change, and scale Closinglock
  • 5-10% travel to customer sites, industry events, and more!


What we're looking for:

  • 4+ years of customer success management, account management, relationship management, or management consulting experience focused on Enterprise customers
  • Post-sale experience is required
  • Sales experience is not required, but previous experience is a plus as this role is responsible for customer renewals
  • Demonstrated history of successful software customer service with proven experience renewing and expanding existing contracts
  • Strong empathy for customers AND passion for revenue and growth
  • Deep understanding of value drivers in recurring revenue business models
  • History of servicing large, complex organizations with demonstrated ownership of all aspects of a market segment
  • Goal and results-oriented, optimistic, value-added mindset, proactive, and easily adapts to change
  • Successful candidates are innovative, persuasive, and creative and have a genuine curiosity about their customers' business


This is a full-time, in-person position in our Austin, TX office.
Perks & Benefits
At Closinglock, we invest in our employees and provide a full range of benefits and perks to help you grow and thrive. From generous paid time off and healthcare coverage to career enrichment and development programs. These benefits include:

  • Work-life balance
  • Competitive Salary
  • Equity compensation
  • Medical, Dental, and Vision Insurance
  • Unlimited PTO
  • 401k
  • Monthly team get-togethers (Lunches, social events, sports outings, etc)


Closinglock is an equal opportunity employer and we welcome everyone to our team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

What the Team is Saying

Weston Conway
Abigail White
The Company
HQ: Austin, TX
58 Employees
On-site Workplace
Year Founded: 2018

What We Do

Closinglock is a Real Estate tech company focused on simplifying the real estate closing experience for all parties. The company currently offers a secure, easy-to-use platform for title companies, law firms, and other financial services to share wire transfer instructions and other documents with clients, collect eSignatures, and verify bank or loan payoff information instantly. Closinglock is located in Austin, TX.

Why Work With Us

We are a team-first culture that ensures every employee has the opportunity to grow and learn. At Closinglock, we promote from within, provide regular professional development opportunities and work with team members to achieve their full potential.

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Closinglock Offices

OnSite Workspace

We love to be in person in downtown Austin - parking included!

Typical time on-site: None
HQAustin, TX
Downtown Austin with a great view of the capital. Very short walks to many bars, restaurants, coffee, etc.

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