Customer Success Manager at CrowdStreet
Portland, OR, US

JOB DESCRIPTION

Founded in 2013, CrowdStreet is the premium provider of online commercial real estate investment marketplace, technology and professional services.  Our online marketplace enables investors to directly access institutional-quality commercial real estate offerings with CrowdStreet’s best-in-class technology platform.  For CRE firms, CrowdStreet Connect provides a platform to manage investors and investments, and to raise capital to grow their business. CrowdStreet maximizes opportunities for investors by diversifying outside of the traditional avenues of the stock market, better distributing risk and fundamentally transforming real estate investing through technology.  Together, we are creating a community where individual investors and CRE firms are working together to maximize wealth through commercial real estate. With more than 100,000 investors now on its platform, and double digit year-over-year growth over the past 3 years, CrowdStreet has emerged as a leader in the space.

To support our company’s rapid growth, we are hiring a Customer Success Manager to join our team to manage new and existing customer relationships.

What You'll Be Doing

  • Manage an assigned group of customer accounts to deliver a “best in class” customer experience

  • Develop and nurture long-term relationships with key stakeholders within customer accounts to become their trusted advisor

  • Use your strong project management, meeting facilitation, and training skills to help customers maximize the value they receive from CrowdStreet’s products and services.

  • Work across CrowdStreet departments with sales, marketing, investments and product to advocate for customer needs, share their successes, and advocate for resolving pain points.

  • Partner with Sales team regional leaders to nurture strong CrowdStreet advocates

  • Manage implementations in your regions to ensure customers receive value for their investment as soon as possible and increase value over time

What We Must Have

  • 3+ Years experience as Customer Success Manager, Customer-facing Project Management, or technical implementations experience in a SaaS environment, a digital agency, or financial institution

  • Bachelor’s level degree in relevant field

  • Exceptional interpersonal skills with a proven ability to prioritize competing project priorities, remain calm under pressure, complete project deliverables and meet aggressive project deadlines.

  • Business-minded individual with an understanding of financial transactions, fixated on becoming the customer’s trusted advisor who can proactively identify opportunities for customer product adoption, upsells, and cross-sells

  • Ability to work collaboratively with both software developers and business-oriented colleagues to create a results-driven, team-oriented culture.

  • Proficient with MS Excel and experience with project tools such as BaseCamp, Asana, Jira, Trello, and MS Project

  • Ability to travel (10-20%)

Not Required, But Nice to Have

  • Commercial Real Estate industry experience

  • Investor relations experience

  • Experience with ZenDesk or other support ticketing system

  • Experience with HTML, CSS, web development, Javascript and other technical frameworks highly valued.