Client Success Manager

Los YosesLegal, Full-Time

Our team is looking for a Client Success Manager who will continue increasing client satisfaction. This individual will facilitate enriching relationships with various clients through professionalism and expertise, collaborating with multiple teams.

The Customer Success team at UtilizeCore functions as the main point of contact for our customers, driving the implementation process from start to finish. This includes product delivery, onboarding, launch/ go-live phase, orientation, continual support and growth. The ultimate goal is to ensure a world class client experience, leading to increased retention and growth from large clients.


  • Ensure systems adoption and optimization or usage.

  • Collect, consolidate and channel customer feedback to appropriate channels; collaborate with product and marketing teams.

  • Serve as an escalation point for key customer issues and opportunities.

  • Advocate successfully for what you need from other key stakeholders.

  • Work cross-functionally with Sales, Development, Engineering, Implementation, Support, and Customer Success to optimize the client experience.

  • Represent the voice of the customer internally to help build out the product and give sales input.

  • In the beginning of a new customer onboarding process become involved with the implementation team and provide support and a smooth transition to customer success post implementation

  • Cultivate lasting relationships with customers to grow customer loyalty.

  • Develop and promote weekly, monthly and quarterly customer success objectives in powerpoint.

  • Draft detailed and accurate customer success monitoring report across the customer portfolio.

  • Work with customers to better understand their business needs and goals with monthly strategic pre-scheduled touch bases.

  • Document all enhancement requests in user story format and create Jira cards for product teams.

  • Demo new functionality in the platform to current customers.

  • Build and execute a scalable education plan to update customers of new features in the platform (ie. mailchimp campaign with video and screenshots.)

  • Remain in frequent contact with the customers in your responsibility to understand their needs.

  • Respond to complaints and resolve issues aiming to keep customers content and preserve the company’s reputation.

  • Negotiate renewal agreements and keep records of sales and data (bonus plan on contract renewals.)

  • Handle all support escalations and manage customer complaints with a corrective action plan.

  • Work closely with application support team to manage a backlog of requests and help prioritize them.

  • User test the functionality prior to a release for a customer.

  • Maintains a detailed understanding of UtilizeCore’s product offerings and tailors its presentation to meet the needs of different types of organizations.

  • Assists clients in developing the business case and value proposition for proposed solutions when necessary.

  • Run business audits to identify deficiencies and provide solutions that can help the client business to improve their procedures, operations or even revenue.

  • Compose proper documentation to make sure clients and users requirements are collected.

  • Understand customer outcomes by communicating with customers, analyze customer health metrics, run NPS and gather other feedback via Zendesk, Jira, and Sisense Dashboards.


  • 2+ years of customer success and/or project management position.

  • SaaS experience and/or real estate and/or facilities management ecosystem experience preferred.

  • High-performing individual contributor with track record of building and scaling relationships.

  • Ability to multi-task and jump from one project to another, consistently following up ensuring completion of all projects.

  • Strong collaborator; proven ability to work well cross-functionally.

  • Analytical mindset with ability to help create value-focused stories through customer data.

  • Skilled relationship builder and manager.

  • Highly flexible and adaptable; thrives amidst change and growth.

  • Highly organized and detail-oriented with excellent communication skills, both verbal and written (English speaker).

  • Exhibits Integrity, humility, dependability, responsibility, accountability, self-awareness, work ethic, and empathy.

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