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Client Success Representative
hace 2 meses
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
- 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