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Customer Success Manager

Customer Success Manager responsible for managing enterprise accounts, driving retention/renewals/expansion, delivering QBRs and training, and managing $2M+ ARR at a homeownership platform for lenders and agents. Requires 2+ years customer management experience, strong communication, and data-driven problem solving.

85k – 105kDenver, COCustomer SuccessHybrid2+ YOE

About the role

Impact You'll Make

Within 1 month:

  • Fully onboarded and comfortable navigating Homebot’s product and explaining it to customers
  • Build trust and set expectations with enterprise customers at all levels (from loan officers to execs)
  • Communicate key metrics and product updates to key stakeholders of assigned accounts

Within 3 months:

  • Operationally independent with a full book of business
  • Develop strong understanding of Homebot’s tech stack (Salesforce, Sigma/Tableau, etc.)
  • Own customer training and enablement through live sessions, webinars, and ongoing education
  • Act as primary escalation point for accounts, including adoption, compliance, and churn-related conversations

Within 6 months:

  • Coordinate and present business reviews with key decision-makers and executive sponsors
  • Proactively manage customer health, identifying risks and opportunities early
  • Advocate for customers internally while balancing business needs and priorities

Within 1 year:

  • Retain and grow book of business by building long-term, trusted customer relationships
  • Mitigate churn risk and support renewal and expansion conversations
  • Know customers’ health metrics inside and out and use data to guide strategy
  • Contribute to scalable Customer Success processes and improvements

Within 2 years:

  • Successfully renew multiple enterprise contracts by planning ahead and navigating complex conversations
  • Maintain on-target ARR retention goals with clear documentation of renewals and any contraction
  • Manage $2M+ in ARR
  • Own at least one cross-functional initiative as the Customer Success stakeholder

Who You'll Collaborate With

  • Reports to the Director of Customer Success
  • Works closely with Customer Support, Sales, Product, and Implementation teams
  • Part of a team of Customer Success Managers

What You Bring

Experience & Expertise

  • 2+ years of experience managing customers in high-volume or enterprise environments
  • Proven success owning renewal conversations and driving retention
  • Experience working with professional corporate teams and executive stakeholders
  • Strong organizational and strategic thinking skills, including account planning
  • Ability to lead results-driven meetings such as QBRs and executive check-ins

Communication

  • Strong written and verbal communication skills
  • Ability to explain technical concepts to technical and non-technical audiences
  • Proactive communicator who keeps internal partners informed and aligned
  • Comfortable navigating challenging conversations with confidence and empathy

Problem Solving

  • Ability to analyze complex situations and identify practical solutions
  • Resourceful and collaborative when solving customer or process challenges
  • Data-driven decision maker who balances customer value with business impact

Bonus Points

  • Expert in Real Estate and/or Mortgage Lending and the different stakeholders involved with homeownership
  • Experience as a Customer Success Manager or Account Manager
  • SaaS and/or start-up experience

Characteristics of a Homebot Customer Success Manager

  • Humble, hard-working, and motivated who thrives in an empowered environment
  • Collaborative, gritty, and resourceful - willing to help with any tasks from technical tickets to leading a virtual customer presentation
  • Confident, adaptable self-starter who thrives in a fast-paced environment
  • Strong written and verbal communication skills; knows when to pick up the phone, handle executive decisions, and work through difficult client scenarios with grace
  • Friendly and positive attitude through chaos, change, and new company and product developments
  • Patient, friendly, and direct when necessary

Must be located in Denver, CO.

Compensation

  • Annual targeted base salary range of $85,000 - $105,000
  • Eligible for bonus and Equity Appreciation Rights (Stock Units)
  • Comprehensive benefits including 401(k) match, flexible PTO, parental leave, medical/dental/vision, and more

Skills

Customer SuccessAccount ManagementRenewalsRetentionQBRsSalesforceTableauSigmaSaaSReal EstateMortgage Lending

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