Client Success Manager

Join Our Growing Team at Pereview Software: Client Success Manager 

Are you a client advocate, focused on driving valuable business outcomes, a good listener and passionate about helping companies drive the most value from Pereview? Do you thrive in a fast-paced, collaborative environment where your work directly contributes to our client’s success?

Pereview Software is looking for a Client Success Manager to join our high-performing team. In this pivotal role, you will serve as the vital link between our clients and our internal teams to ensure our clients are fully enabled across the Pereview platform. You will need to build strong relationships with our clients across their organization, gain a deep understanding of their business, and ensure there’s a value-add partnership that is anchored by our technology solutions and products.

If you're someone that can help scale our business through a high growth phase, ensure client retention and adoption, has a knack for engaging and collaborating with clients, we’d love to meet you.

What You’ll Be Doing

You will be responsible for managing a book of clients throughout their entire journey post implementation as well as continuing to improve the process and methodology of proactively supporting live clients, while leveraging your product expertise and industry best practices. You will own client outreach, understand each client’s product usage, partner with clients to adopt new features and functionality with each new Pereview release, answer or facilitate answers to the clients’ questions, and drive multi-level adoption throughout each client by expanding the user base.

You will engage with clients to ensure the most efficient and ecstatic experience using our products to drive their business outcomes. Success in this role requires strong collaboration with all of the Pereview cross functional teams. Many client initiatives take a team approach to delivering. The ultimate goals are client adoption, expansion and retention which will lead to evangelists that refer clients and provide references for Pereview.

This includes

• Proactively and routinely check-in with our clients to discuss their adoption related to their adoption plan, along with identifying reasons for under or overachievement.

• Identify any trends that need to be addressed within our business related to low adoption and communicate those trends to Pereview leadership

• Bring best practices from clients and the industry to the entire client base

• As needed, shadow Client Onboarding projects, as well as other applicable Client Success functions to learn the full Client Experience

• Gather and prioritize client feedback through various internal platforms, looking for pertinent trends and anomalies

• Follow all Clients on LinkedIn staying informed of their business dealings and commenting with Pereview support to their success

• Travel to build face-to-face relationship with Client base at all levels of usage

• Conduct regular check-ins, QBRs (Quarterly Business Reviews), and feedback sessions with clients to ensure continuous improvement and satisfaction

• Managing situations that require real-time solutions and set clear expectations on resolution plans

• Escalating complex issues to engineering or technical teams while maintaining ownership of client communication

• Building and sustaining strong relationships with cross functional departments

You’ll Excel in This Role If You Are: 

• A self-starter who takes initiative and thrives in a results-driven environment

• Someone who wants to delight clients and drive positive CSAT scores

• A strong communicator who can translate desired business outcomes to technical teams

• Inquisitive while listening for and understanding business challenges and pain points

• Someone who is enthusiastic, willing to learn quickly and eager to drive client engagement

Requirements

What We’re Looking For:

• 3+ years of experience in client success or account management roles

• SaaS experience and mindset to scale our client base while maintaining strong client relationships

• Clear and empathetic communication skills, both written and verbal with a client-first mindset

• Ability to manage and resolve conflicts with clients

• Ability to put client first and ensure their success

• Lead client facing meetings and presentations with varying levels of attendees including executives

• Proactively provide agendas prior to meetings and deliver post meeting notes, assign tasks and follow up items

• Collaborate with adjacent functional teams

• Experience with ticketing and CRM systems (e.g., Zendesk, HubSpot, Wrike, Jira, ServiceNow)

• Bachelor’s degree (business or finance preferred)

Bonus Points For

• Previous experience in a client-facing role with enterprise clients

• Experience managing SaaS clients with complex integrations

• Commercial Real Estate or Asset Management experience

WHO WE ARE?

Pereview Software is the fastest growing provider of asset and portfolio management software to the global commercial real estate industry. To that end, we have been recognized by Inc. 500, Dallas 100 fastest growing privately held businesses in the United States for the past several years. We have also been recognized by the Dallas Business Journal one of the top places to work.

Pereview Software is the only life of the asset solution to the commercial investment management industry supporting both debt and equity investments. We serve clients on a global basis from very small investment management managers to some of the largest global firms in the industry.

Ready to Apply? 

Please complete both of the following steps:

1. Click “Apply Now” at the bottom of this posting
2. Complete this brief survey:

LOCATION

• Only considering candidates who live in Dallas, Texas (DFW) area.

• *We are not sponsoring H1B or OPT candidates*

Benefits

WHAT'S IN IT FOR YOU?

• Competitive salary.
• Health, Vision, and Dental benefits to fit your needs.
• 401k – 4% Company match.
• Discretionary bonuses.
• Discretionary Time Off – 3 weeks off annually.