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Client Success Representative

hace 2 meses


Xico, México Builder Lead Converter A tiempo completo
About the Role

Builder Lead Converter, a leading Software With a Service (SwaS) company specializing in home builder lead generation and sales, is seeking a talented and dedicated Client Success Representative to oversee and address onboarding new clients and support ongoing technical needs.

Key Responsibilities
  • Conduct monthly client meetings to review Key Performance Indicators (KPI) and confirm system functionality
  • Address product-related queries promptly
  • Train customers to effectively use our products
  • Communicate customer feedback to developers to identify potential new features or products
  • Report on product performance and propose solutions to reduce support costs
  • Analyze customer needs and suggest upgrades or additional features
  • Collaborate with the leadership team to win new business and increase sales
  • Establish best practices through SOPs & Quality Assurance implementations
  • Track clients monthly KPI scores to ensure continuous improvement
  • Conduct Quarterly Business Reviews
  • Serve as the primary liaison between the company and the client
  • Upsell additional services
  • Provide system training when needed
Requirements
  • Proven work experience as a Technical Account Manager or similar role
  • Solid technical background with hands-on experience in digital technologies, specifically High-level and WordPress
  • Familiarity with software and front-end development
  • Ability to understand customer needs and offer timely solutions
  • Excellent verbal (English) and written communication skills
  • Strong analytical and problem-solving skills
  • Tech, sales, and marketing savvy a plus
  • Background in new home, remodeling, or real estate sales a plus