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Client Success Manager

Jobtailor

Manage a portfolio of clients with responsibility for their success, retention, and account growth Build client relationships to define goal outcomes, create success plans, and coach and train users on the software Develop subject matter expertise in configuring and using the software solution to meet individual client needs Coordinate with internal resources to ensure client satisfaction and success Resolve Client Success inquiries through phone, email, and ticket support Maintain HUD industry knowledge and best practices to address questions and suggest solutions Educate clients on software features and additional functionality Nurture client relationships to promote retention and expansion Evaluate client processes and configure the solution while recommending Neighborly Software best practices Configure add-on software with a high level of attention to detail Collaborate with teammates on peer reviews of configured solutions Communicate with finance to ensure accurate invoicing Build value-based client relationships to ensure overall use and satisfaction Perform other duties as assigned Requirements Minimum of 2 years in a client-facing, consultative role within a Technology environment, specifically with SaaS Experience writing and using basic HTML Excellent communication and presentation skills to communicate information to internal and external stakeholders in person and in virtual environments Potential to become an expert in Neighborly Software products and act as a subject matter expert of Housing and Urban Development (HUD) programs Experience with Customer Relationship Management (CRM) software Experience working with housing, economic, and community development organizations or Housing Authorities is desired Knowledge of HUD programs, specifically Housing Choice Vouchers and/or Federal Programs such as CDBG, ESG, HOME, and

HOPWA

is desired Core Competencies Demonstrates expertise in client relationship management and software configuration, with a strong focus on client success and retention. Proficient in communicating complex information effectively to diverse stakeholders while maintaining knowledge of HUD programs and best practices. Highest-signal resume keywords Client Relationship Management SaaS Experience HUD Program Knowledge Basic HTML Proficiency Customer Relationship Management (CRM) Software ATS Optimization Keywords Hard Skills Software Configuration Client Success Planning Problem Resolution Data Analysis Invoicing Accuracy Soft Skills Excellent Communication Presentation Skills Coaching and Training Collaboration Attention to Detail Industry Keywords Housing and Urban Development (HUD) Housing Choice Vouchers CDBG ESG HOME HOPWA Tools & Technologies Neighborly Software CRM Software #J-18808-Ljbffr Jobtailor

Vacancy posted 4 days ago
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