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Customer Success Manager

Role overview

Qualifications

  • 3+ years of experience in a customer-facing Success role in a SaaS environment
  • Strong consultative skills, including discovery and active listening
  • Experience managing a portfolio of customers with competing priorities
  • Strong written and verbal communication skills

Responsibilities

  • Develop a deep understanding of each customer’s business and objectives
  • Use product knowledge and customer data to identify adoption gaps
  • Conduct regular proactive virtual meetings based on customer needs
  • Continuously assess customer health indicators and manage risks

Key facts

Other skills

  • Delegation Skills
  • Troubleshooting (Problem Solving)
  • Real Estate
  • Communication
  • Teamwork
  • Problem Solving

About the company

Lone Wolf Technologies logo

Lone Wolf Technologies

Computer Software / SaaS

At Lone Wolf Technologies, we believe making tech for real estate is about much more than just making the best tools. It’s about making them connect, all in one place—to make real estate simple. Our mission is to provide agents, brokers, admins, and associations alike with the technology tools they need to lead in real estate—from the leading transaction solutions in North America to the industry standard in back office and accounting. We’ve been in real estate since our very first day, over 35 years ago now—and in that time, we’ve worked with our users to create technology that works the way they do, connects the way they do, and provides an exceptional experience the way they do.

Company details

Company typeSME
IndustryComputer Software / SaaS
Company size201 - 500

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Job description

As a Customer Success Manager at Lone Wolf, you will own the ongoing success of a portfolio of customers and help them achieve meaningful business outcomes through our solutions. You will serve as a trusted advisor, customer advocate, and internal orchestrator across the post-sale journey. Your role is to understand what success means for each customer, translate those goals into a clear plan, drive adoption and value realization, identify risk early, and coordinate the right resources to keep the customer moving forward. This is not simply a relationship-management or issue-escalation role. Our Customer Success Managers are expected to take accountability for the customer experience, lead with insight, maintain strong operational discipline, and ensure customers and internal teams have a clear understanding of goals, progress, risks, and next steps.

 

What You’ll Do:
  • Own Customer Outcomes: Develop a deep understanding of each customer’s business, priorities, workflows, stakeholders, and desired outcomes. Translate those objectives into clear success criteria, milestones, and an actionable customer Success Plan.
  • Drive Adoption and Value: Use product knowledge, customer conversations, usage data, and business context to identify adoption gaps and opportunities. Guide customers toward the workflows and behaviors that will help them realize greater value from Lone Wolf solutions.
  • Lead Proactive Engagement: Conduct regular, proactive virtual meetings (1:1 or group) based on customer needs, segment, risk, and opportunity. Lead purposeful conversations to share updates & insights, provide best practices, address obstacles, and ensure clients are deriving ongoing value from their investment.
  • Manage Customer Health and Risk: Continuously assess customer health indicators and usage data to proactively identify potential risks early, diagnose root causes, and lead documented recovery plans with clear actions, owners, timelines, and communication.
  • Orchestrate the Customer Experience: Coordinate effectively across Support, implementation, Product, Sales, and other teams to deliver a connected customer experience. While you may not personally perform every action, you will maintain ownership of customer communication, internal alignment, and follow-through.
  • Build Renewal Readiness: Ensure customers are positioned for renewal by helping them achieve measurable value, maintaining strong stakeholder alignment, and surfacing risks well before the renewal date. Partner closely with Sales or the appropriate commercial owner to provide an accurate, evidence-based view of account health, outcomes, and renewal risk.
  • Contribute to Team Excellence: Share knowledge, contribute ideas, strengthen playbooks and best practices, and help build a culture of accountability, learning, collaboration, and continuous improvement.

What You’ll Bring:
  • Customer-first mindset with a passion for driving customer outcomes and delivering value through every interaction
  • 3+ years of experience in a customer-facing Success role (Customer Success, Account Management, or similar) in a SaaS environment
  • Demonstrated ability to understand customer business needs and connect software adoption to measurable outcomes
  • Strong consultative skills, including discovery, active listening, problem diagnosis, and the ability to guide or challenge customers constructively
  • Experience managing a portfolio of customers with competing priorities, risks, and deadlines
  • A vocal team player and emerging leader — you speak up, contribute ideas, and help lift the team through positivity, initiative, and knowledge-sharing
  • Strong written and verbal communication skills — you know how to simplify complex topics and tailor your message to your audience
  • Solid problem-solving skills and a proactive approach to managing customer needs and resolving issues
  • Collaborative and resourceful — you know when to own it and when to loop in teammates or other departments
  • A keen interest in technology and helping customers adopt software to improve their business
  • Bonus: Experience in real estate is an asset but not required
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    MR

    Marcus Rivera

    Chief Revenue Officer

    m.rivera@company.com
    linkedin.com/in/marcusrivera
    Unlocked after you apply
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