We create user-friendly products to serve the most important & stressful moments in people's lives

Customer Success Manager, Real Estate at Notarize (Remote)

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At Notarize, we’re pulling the future closer, bringing industries like real estate, automotive, and financial services into the digital age. We’re the first company to complete a legal online notarization, online mortgage closing, online will, online auto sale, and countless other critical transactions. 
We’re proud to play an integral role for our customers -- from individuals to major enterprises -- in making life’s most important moments better. 
Our business has grown exponentially (over 600%!) in the past year. In September 2021 we came in at #114 on Inc.’s list of the 5000 fastest-growing companies in the nation. We raised an additional $130 million in Series D funding in March of 2021 -- backed by industry behemoths like Capital G/Google, Citi, and Wells Fargo -- and we recently announced a major strategic partnership with Adobe.
Notarize is the pioneer and market leader in Remote Online Notarization (RON), and we’re building the team that will operate a critical platform in tomorrow’s fully-remote economy. Come join us!
Notarize is proud to be a fully-distributed, remote-first team. Employees can work from anywhere in the United States -- all 50 states and D.C too.

As a Customer Success Manager (CSM) focused on real estate accounts at Notarize, you will be entrusted with building strategic relationships and driving product adoption and engagement across our customer base.

A typical day might include running a product training for new customers, sharing best practices and ensuring customers have everything they need to start off strong. After lunch, you'll deep dive into our customer data to help identify ways we can deliver increased value through broader and more mature use of Notarize. You close your day by attending a meeting with the product team to review user feedback you’ve collected from your accounts.

What you'll do as a Customer Success Manager, Real Estate at Notarize:

  • Own and nurture customer relationships with our SMB customers, engaging proactively and focusing on increasing adoption/utilization, ensuring retention, working collaboratively to expand revenue, and monitoring satisfaction.
  • Take ownership of new accounts and deliver training on solutions and provide product support to customers as well as other stakeholders.
  • Engage customers actively with regular strategy calls to drive maximum value from their investment in Notarize while identifying growth opportunities
  • Determine customer goals and collaborate on customized inbound strategic plans while driving customer accountability.
  • Partner with internal stakeholders across sales, marketing, notary ops, and product to ensure the smoothest possible customer experience
  • Measure and analyze customer data to draw insightful recommendations for customers
  • Track and report on customer health by keeping clear and up to date information on each client across operationalization, relationship, and build associated risk mitigation plans
  • Advocate for industry best practices, and work independently to develop additional best practices to solve customer needs
  • Proactively identify and resolve blockers, escalations and commercial risk on accounts, collaborating with Support, Sales, Product and leadership teams

What we're looking for:

  • 3+ years client management experience at a software company, agency, or management consultancy
  • Customer-centric and proactive team player that possesses an empathy to drive customer loyalty and adoption
  • Exceptional follow-through with the ability to drive simultaneous and competing customer requests in a high-paced environment
  • Excellent problem solving and critical thinking skills with an aptitude for learning new technologies
  • Demonstrated ability to own a full book of business, and manage competing priorities with a strict attention to detail
  • Embrace challenges and change while committing to getting better every day
  • Understanding of the mortgage industry or notary law is a plus but not required (interest in learning it is required!)

Some our benefits:

  • Competitive salaries & equity
  • Heavily subsidized medical, dental, and vision
  • 401k with 4% match
  • Unlimited PTO & flexible work schedules
  • Fully-distributed team: work from anywhere in the U.S.
  • Paid parental leave
  • Annual budget for personal learning & development
  • Small, cross-functional teams
  • Strong emphasis on collaboration & mentorship
  • Paid lunches (through Grubhub) + regular Lunch & Learn sessions

Our core values:

  • Solve Problems That Matter: We serve some of the most important moments in people's lives. It's a responsibility we embrace by focusing obsessively on the issues that will have a quantifiable impact on our customers and our company growth. 
  • Yes Before No: We are optimistic about our ability to change lives by transforming outmoded processes. We believe our efforts can create a better future, and it is our attitude that will allow us to pull that future closer.
  • Start With Why: We don't presume to understand the intentions of the people around us, whether coworkers or customers. We ask honest questions and listen to feedback in order to gain insight, build trust, and create memorable experiences. 
  • Stamp Together: We create a strong team and a welcoming workplace by valuing diverse perspectives. Every role in our organization is supported and valued equally, without regard to location or background.

Notarize is committed to building an inclusive environment for people of all backgrounds and everyone is encouraged to apply. We are an equal opportunity employer and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We'd love to hear from you. 

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • KotlinLanguages
    • RubyLanguages
    • SwiftLanguages
    • GraphQLLanguages
    • ReactLibraries
    • Ruby on RailsFrameworks
    • MySQLDatabases
    • PostgreSQLDatabases
    • RedisDatabases
    • Google AnalyticsAnalytics
    • MixpanelAnalytics
    • InVisionDesign
    • ConfluenceManagement
    • JIRAManagement
    • HubSpotCRM
    • IntercomCRM
    • SalesforceCRM

What are Notarize Perks + Benefits

Partners with Nonprofits
Recently we've partnered Friends of the Children, a group that works to provide underprivileged students with the tools and equipment they need for a better homeschooling experience.
Friends outside of work
Intracompany committees
Beyond our DEI group, Notarize has a variety of committees for managing fun activities, holiday-themed parties, and corporate giving.
Daily sync
Team owned deliverables
Diversity Employee Resource Groups
Our DEI group is involved with a number of important initiatives at Notarize, including recruiting, education & training, mentorship, and corporate giving.
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Notarize pays 90% of the premiums for dental coverage for its employees, and 75% of the premiums for the employee's dependents, spouse, or domestic partner.
Vision Benefits
Notarize pays 90% of the premiums for vision coverage for its employees, and 75% of the premiums for the employee's dependents, spouse, or domestic partner.
Health Insurance Benefits
Notarize pays 90% of the premiums for medical coverage for its employees, and 75% of the premiums for the employee's dependents, spouse, or domestic partner.
Life Insurance
Wellness Programs
Employees have $100/month to spend on anything they need for their well-being, from office equipment to yoga classes to meditation apps.
Mental Health Benefits
Retirement & Stock Options Benefits
Employees are able to invest pre-tax dollars in a 401k plan through TransAmerica.
401(K) Matching
4% match which vests immediately
Company Equity
Employee Stock Purchase Plan
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
in addition to our regular PTO, employees also receive "Pandemic Time Off" - employees are *required* to take off at least one day per month, to take care of themselves & their families.
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Some Meals Provided
Employees get $30 through Grubhub every 3 weeks.
Recreational Clubs
There are non-work Slack channels that cover everything from music to pets to fantasy sports to boba tea. In non-pandemic times there are also yoga/exercise/running clubs that meet IRL.
Fitness Subsidies
Home Office Stipend for Remote Employees
Employees have $100/month to spend on anything they need for their well-being, from office equipment to yoga classes to meditation apps.
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Lunch & Learn sessions are held every 2 weeks throughout the year. Anyone can sign up to present, anyone can attend, and they are recorded so if people are busy they can watch them later.
Promote from within
Mentorship program
Continuing Education stipend
Any Notarize employee, after one year of service, has access to $500 per year to put towards career/position-oriented events, classes, and other approved learning opportunities.
Time allotted for learning
Paid industry certifications

An Insider's view of Notarize

How would you describe the company’s work-life balance?

Leadership makes work-life balance a priority so that employees feel comfortable doing the same, which is really refreshing and so necessary, now more than ever. For example, we’re required to take a “Pandemic Day” every month (on top of any PTO we might also take). It’s a great way to ensure we recharge at a time when burnout is real.


Senior Customer Success Manager

What's the biggest problem your team is solving?

My team has been working to enable multiple signers in different locations to sign together in the same notary meeting. It's been quite challenging to implement technically and in a legally compliant way. It's exciting to be able to offer the flexibility of signing together, apart, especially in today's increasingly remote world.


Product Designer/Manager

How do you make yourself accessible to the rest of the team?

More than just being available, I've made a conscious decision to be extremely transparent about my own capabilities, struggles, background, etc. I hope this makes me more approachable and creates a culture where people can be open, honest, and supportive.



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