Strategic Client Success Manager

Posted 2 Days Ago
Easy Apply
Hiring Remotely in USA
Remote
150K-175K Annually
Senior level
Fintech • Real Estate
The Role
The Strategic Client Success Manager will act as a key partner to enterprise clients, ensuring value realization, retention, and strategic alignment in construction finance. Responsibilities include account management, leading stakeholder discussions, and orchestrating internal resources to meet client needs.
Summary Generated by Built In
COMPANY OVERVIEW 

About Built

Built is the AI-powered platform transforming the way real estate is financed, developed, and managed. Purpose-built for real estate and construction, Built began by fixing construction draw management for lenders and has grown into a comprehensive operating system addressing some of the industry’s most complex challenges. Through its connected product suite, Built enables stakeholders to finance, develop, build, own, and operate smarter—all in one place. The platform brings together loans, deals, portfolios, payments, inspections, and collaboration to deliver faster execution, greater transparency, efficiency, and trust across the industry.
Today, Built is a partner to more than 350 lenders, over 80,000 borrowers and owners, and thousands of contractors, powering 86,000 active projects valued at more than $300 billion. Learn more at getbuilt.com:

  • Life At Built & Habitat Build
  • Series D Financing Round
  • Built Recognized in Two American Business Award Categories
  • Built Secures Investment from Citi
About the Role:

We are seeking a Strategic Client Success Manager (CSM) to serve as a long-term, embedded partner to Built’s most valuable and complex enterprise clients. These are not just important accounts for Built—they are flagship institutions within the construction finance industry, representing both the backbone of our ARR and the future of our product direction.

This is a career-defining opportunity for a proven leader who thrives on owning outcomes end-to-end, operating with executive-level influence, and building enduring relationships. Strategic CSMs will manage a small, high-impact portfolio (2–4 accounts), each contributing $2M+ in ARR.

You’ll work in lockstep with Strategic Account Executives, forming a dual leadership team on each account: your focus will be on value realization, stakeholder orchestration, and retention, while your Account Manager counterpart will drive commercial growth and expansion. Together, you will be accountable for the full health and trajectory of the partnership.

In this Role, You Will:
  • Partner deeply with your assigned Strategic Account Manager to co-own the full account strategy.
  • Serve as the long-term, single-threaded owner of value realization for 2–4 enterprise accounts with $2M+ ARR each.
  • Act as a trusted advisor to client executives across Finance, Technology, Operations, and Risk.
  • Develop and execute tailored Strategic Account Success Plans that align Built’s value with client objectives.
  • Lead executive CBRs and strategic roadmap sessions with C-level client stakeholders.
  • Surface and elevate critical needs across the client org, influencing Built’s internal roadmap through direct advocacy.
  • Act as the internal quarterback coordinating Product, Engineering, Support, and Implementation to deliver results that matter.
  • Manage multi-threaded workstreams, leading complex rollouts, integration projects, and cross-functional escalations.
  • Establish and drive structured governance models across each client (steering committees, working groups, etc.).
  • Ensure continuity and consistency of engagement across all touchpoints.
  • Represent Built at industry forums, roundtables, and client advisory boards as a thought partner in enterprise lending.
  • Build a personal brand of excellence and become indispensable to your accounts, serving as a known entity across all levels of the client organization.

Who You Are:

  • A seasoned strategic operator with 7+ years of experience owning outcomes for enterprise clients in SaaS or financial services.
  • Comfortable being “the face of Built” to top-tier clients—executive presence, strong consultative acumen, and the ability to steer high-stakes conversations.
  • Adept at navigating complex organizations, with the foresight to anticipate needs and the influence to drive action.
  • Energized by multi-year ownership and long-term relationship building—not transactional wins.
  • A collaborative leader who thrives in a co-ownership model alongside Sales and cross-functional partners.

Qualifications:

  • 7+ years of experience in Client Success, Strategic Account Management, or Enterprise Consulting in SaaS or financial services.
  • Proven track record managing enterprise-level clients with direct ownership of outcomes across $5M+ in portfolio value.
  • Demonstrated success driving retention, adoption, expansion, and executive stakeholder alignment in high-complexity environments.
  • Expertise in executive-level communication, including strategic CBRs, roadmap discussions, and boardroom engagement.
  • Experience leading multi-threaded engagements, including cross-functional orchestration across Product, Engineering, and Support.
  • Skilled in navigating complex client organizations, building influence across functions (e.g., Risk, Finance, IT, Operations).
  • Comfortable partnering closely with Senior Account Managers, co-owning account strategy and ensuring commercial and strategic alignment.

Preferred Experience:

  • Background in the construction lending, commercial real estate, or enterprise banking sectors.
  • Experience representing your company at industry events, client advisory boards, or in co-marketing/PR initiatives.
  • Familiarity with long-term strategic account planning frameworks and Voice of the Customer programs.

Built’s salary range for this position is $150,000 - $175,000 USD per year. The pay range is designed to accommodate upward mobility in the role, therefore it encompasses the full span of proficiency levels for this role and we believe that the midpoint of the range is competitive in the market. Salary is just one component of Built's total compensation package for employees. Your total rewards package at Built will include equity, top-notch medical, dental and vision coverage, an unlimited PTO policy, and other benefits.

Perks:

  • The rare opportunity to radically disrupt a $1.5T industry
  • Competitive benefits including: uncapped vacation, health, dental & vision insurance
  • 401k with match and expedited vesting 
  • Robust compensation package, including equity in the form of stock options  
  • Flexible working hours, paid family leave, ERGs & Mentorship opportunities 
  • Learning grant program to support ongoing professional development

Built brings together passionate people who are driven in a variety of disciplines, each bringing their unique perspective to everything they do. 

We’re committed to building a safe, inclusive workplace where every employee can succeed, and we recruit, hire, and promote fairly - without bias based on race, color, religion, sex, sexual orientation, gender identity, marital status, veteran status, or any other characteristic protected by law.

Greenhouse DisclosureWhen you apply to a job on this site, the personal data contained in your application will be collected by Built Technologies (“Controller”). Your personal data will be processed for the purposes of managing Controller’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes.Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by Controller to help manage its recruitment and hiring process on Controller’s behalf.Your personal data will be retained by Controller as long as Controller determines it is necessary to evaluate your application for current or future employment. You have the right to request access to your personal data, to request that your personal data be rectified or erased, and to request that processing of your personal data be restricted. You also have to right to data portability.If you would like to contact Controller to ask questions surrounding processing of your personal data or to make a request, you can send an email to [email protected].For California residents: Please note that Controller does not sell your personal data or share it with third parties outside of Greenhouse Software, Inc.

Top Skills

Financial Services
SaaS
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The Company
Nashville, TN
260 Employees
Year Founded: 2014

What We Do

Built Technologies was founded in 2014 out of firsthand frustration with the challenges and pitfalls often associated with construction lending and the belief that technology could transform the loan management process. Built’s collaborative software streamlines the collateral monitoring and draw management process – a process widely recognized as highly cumbersome, costly, and fraught with risk. By bringing the draw management process online, Built helps lenders reduce construction loan risk, increase loan profitability, transform the borrower experience, simplify compliance, and provide unprecedented portfolio insights.

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