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Client Success Associate

6 days, 14 hours ago
Anywhere
Full-time
Junior
Customer Success
Project and Program Management
Agile JIRA Mixpanel Monday.com Power BI Salesforce Scrum
Apply Now
Cherre

Cherre

Cherre provides a platform that integrates and connects real estate data, enabling organizations to enhance their investment, management, and underwriting decisions through comprehensive and accessible information.

IT Services
51-250
Founded 2016
$25M raised
View All Jobs 2

Description

  • Contribute to client-facing Client Success processes, policies, playbooks, and values that help integrate Cherre into clients’ everyday workflows.
  • Document internal processes and help build a scalable infrastructure for a strong client experience.
  • Support Client Success Managers with key accounts and day-to-day relationships with platform users and data partners.
  • Monitor the Intercom ticketing system and ensure prompt responses and resolutions to client issues.
  • Support quarterly business review preparation and other collaborative client engagements to strengthen relationships.
  • Help deliver client business outcomes, loyalty, retention, and renewals.
  • Collaborate with Marketing, Product, Sales, and Client Success teams to create client collateral, references, and case studies.
  • Channel client feedback to the product team and help identify solutions that meet or exceed expectations.
  • Handle client escalations and support successful resolution.
  • Identify expansion opportunities and assist clients in evaluating new data sources to improve outcomes.
  • Assist in developing, maintaining, coordinating, and monitoring project plans and schedules.
  • Prepare project status reports, document meeting notes and action items, track deliverables, and maintain project tools and documentation.
  • Provide administrative support to the lead project manager, including scheduling meetings and coordinating travel.

Requirements

  • Recognized qualification in Business Administration, Project Management, or a related field.
  • 1+ years of experience in real estate, insurance, consulting, or B2B SaaS.
  • 1+ years of client-facing experience, including experience working with executives.
  • Strong Excel and CSV skills.
  • Proven ability to drive successful business outcomes and product upsells.
  • Experience working with a ticketing system and resolving issues promptly under tight deadlines.
  • Highly organized with the ability to define milestones, success criteria, and resource allocation.
  • Analytical mindset with the ability to identify patterns and anomalies and recommend process or product improvements.
  • Excellent communication, presentation, conflict resolution, and problem-solving skills.
  • Client-centric mindset in all interactions.
  • Experience with Monday.com, G-Suite, JIRA, Intercom, Salesforce, Mixpanel, and PowerBI is preferred.
  • Background in project management is preferred.
  • Knowledge of agile scrum delivery methodology is preferred.
  • Experience working closely with Client Success, Engineering, and Product Management teams is preferred.
  • Familiarity with commercial real estate and prop-tech data vendors is preferred.

Benefits

  • Competitive base salary of $50,000-70,000 per year, commensurate with experience and performance.
  • Equity options.
  • Comprehensive health, dental, and vision insurance.
  • Generous paid parental leave.
  • Unlimited paid time off.
  • Flexible work schedule.

Interested in this position?

Apply directly on the company website

Apply Now

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