Customer Success Manager (CA)

Esusu is a financial technology and data platform dedicated to building credit access for all. The Customer Success Manager will partner with Account Executives and Account Managers to develop growth strategies, ensure efficient onboarding, and foster relationships with property managers to enhance client success and adoption of Esusu services.

Responsibilities:

• Partner with Account Executives and Account Managers to build growth strategies for your book of business, working collaboratively to secure successful renewals and expansions
• Work with collaborative teams to ensure speed and efficiency in onboarding and adoption of Esusu services to your clients
• Develop customized success plans and partner with our internal client management team to accelerate adoption and provide clients with a path to achieve their goals
• Develop relationships with property managers to understand their business needs and how Esusu provides value in driving key outcomes
• Leverage Esusu product expertise along with client use case knowledge to proactively identify growth opportunities and establish a client feedback loop
• Monitor account health through business reviews and account planning
• Provide ongoing education on Esusu’s suite of services and Financial Literacy topics to property managers and residents
• Actively contribute to team and cross-functional continuous improvement initiatives

Requirements:

• Partner with Account Executives and Account Managers to build growth strategies for your book of business, working collaboratively to secure successful renewals and expansions
• Work with collaborative teams to ensure speed and efficiency in onboarding and adoption of Esusu services to your clients
• Develop customized success plans and partner with our internal client management team to accelerate adoption and provide clients with a path to achieve their goals
• Develop relationships with property managers to understand their business needs and how Esusu provides value in driving key outcomes
• Leverage Esusu product expertise along with client use case knowledge to proactively identify growth opportunities and establish a client feedback loop
• Monitor account health through business reviews and account planning
• Provide ongoing education on Esusu's suite of services and Financial Literacy topics to property managers and residents
• Actively contribute to team and cross-functional continuous improvement initiatives
• Communication - collaborate with internal and external stakeholders (e.g., executive leadership, account managers, property managers, onboarding teams), manage competing priorities, and articulate a vision and plan in a structured and a professional manner
• Adaptability - able to quickly understand business functions, people, processes, and technologies with analytical discipline, draw on experience, and use empathy to develop a point of view for action
• Strategic Thinking - able to translate high-level company strategic growth objectives into discrete and actionable strategic account plans, understands clients needs and develops a roadmap for success
• Experience in real estate, property management, and or fintech preferred
• Experience in a startup environment preferred
• 5 years experience in Customer Success, Account Management or Sales with a track record of retaining accounts
• Experience with Jira and Salesforce is preferred
• Comfort working independently and remotely