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Junior Client Success Manager

Role overview

Qualifications

  • Undergraduate degree preferred, preferably in business or communications
  • Previous experience in a support or customer service role
  • Strong organizational skills and attention to detail
  • Strong written and verbal communication skills

Responsibilities

  • Meet with clients 1:1 to provide support, training, product knowledge, account reviews, and more
  • Manage retention efforts for clients who have placed cancellation or are showing indicators of being at-risk
  • Deliver a warm and well-documented handoff to internal departments like marketing, client growth, or website development
  • Maintain accurate documentation of client interaction

Key facts

Other skills

  • Customer Service
  • Organizational Skills
  • Real Estate
  • Communication
  • Problem Solving
  • Detail Oriented
  • Teamwork
  • Multitasking

About the company

Ylopo logo

Ylopo

Real Estate

Ylopo LLC is an exciting, rapidly-growing and well-funded real estate technology startup located in Venice Beach, CA. We help elite real estate teams & brokerages grow their business, manage their team & build their brand through our cutting edge home search experience & nurture platform. Ylopo was started by a team of seasoned entrepreneurs & technologists who have already spent over a decade in the real estate technology space.

Company details

Company typeStartup
IndustryReal Estate
Company size11 - 50

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Job description

About Us

Ylopo, LLC is a rapidly growing marketing and technology company providing internet marketing services and proprietary lead generation and engagement software to successful real estate agents across the country. We are seeking an outgoing, tech savvy individual to join our growing team.

 

Why work for Ylopo?

At Ylopo we offer team members:

  • a commitment to personal development,

  • guidance and support at a high level through interfacing with our Executive Team to prioritize goals as a company,

  • excellent leadership and mentoring for our entry-level to senior staff, and recognition of outstanding efforts,

  • team building events, team lunches/ happy hours, and other company wide events

  • a supportive, caring environment dedicated to continuous learning and growth.

Ylopo is looking for an ambitious, detail-oriented team member to join our Client Success Team as an Entry-Level Client Success Manager (internally known as a Ylopo Success Manager). This role is a great fit for recent grads who are ready to launch a meaningful career helping clients succeed, learning the ins and outs of digital marketing and SaaS along the way.

This role is ideal for someone who thrives in a fast-paced environment, excels at problem-solving, and is passionate about helping clients see continued success with our platform, without the structure of a dedicated book of business.

Team members well-suited to this role will have a track record of being detail-oriented, client-focused, and providing exceptional service, both internally and externally within an organization. They will have excellent communication skills, both through email/tickets and over the phone or Zoom video. Candidates do not have to have prior experience working at software or marketing companies, but should be willing to learn the intricacies of the Ylopo product and understand how to guide clients through setup to use the product effectively. Most importantly, we’re looking for candidates who are quick-thinking, detail-oriented, organized, patient, positive, and thoughtful.

 

Requirements: 

  • Undergraduate degree preferred, preferably in business or communications
  • Previous experience in a support or customer service role
  • Professional manner
  • Consistent work habits and a strong work ethic
  • Strong organizational skills and attention to detail
  • Ability to multitask and work independently toward deadlines
  • Strong project coordination skills
  • Strong written and verbal communication skills, ability to work well in a small group setting
  • Positive demeanor, trustworthy character
  • Ability to take the initiative and see projects and tasks through to completion
  • Ability to understand and convey detailed information about our services and systems
  • Understanding of real estate and the real estate profession is a plus, but not necessary

 

Responsibilities:

 

  • Meet with clients 1:1 to provide support, training, product knowledge, account reviews, and more
  • Manage retention efforts for clients who have placed cancellation or are showing indicators of being at-risk
  • Deliver a warm and well-documented handoff to internal departments like marketing, client growth, or website development
  • Act as an advocate for the client's needs 
  • Speak confidently and professionally with clients
  • Work with the utmost urgency to work through client issues
  • Maintain accurate documentation of client interaction (e.g., logging activity in Salesforce and internal systems, timely and correctly)

KPIs:

  • NRR
  • Case total resolution time 
  • Case response time
  • NPS

Compensation:

  • New hires:  $50-55K
  • Bonus:  25% of base salary OTE

Ylopo is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. To learn more about this commitment, visit: www.ylopo.com/ylopos-diversity-equity-and-inclusion-policy

Ylopo reserves the right to change or modify job duties and assignments at any time. The above job description is not all encompassing. Position functions and qualifications may vary depending on business necessity.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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