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Client Solutions Specialist

7 hours, 25 minutes ago
United States
Full-time
Lead
Technical Account Manager
Customer and Technical Support
Looker Salesforce SQL Tableau
Apply Now
Funnel

Funnel

Funnel is a CRM property management software revolutionizing the leasing process with renter-centric solutions, AI, and automation tools for multifamily operators, increasing conversion rates and resident retention.

Real Estate
51-250
Founded 2011
View All Jobs 2

Description

  • Lead strategic client advisory engagements and operational reviews with client leadership.
  • Design custom product workflows, integration strategies, and governance models for key accounts.
  • Evaluate business processes and recommend interventions that improve platform adoption and operational efficiency.
  • Resolve escalated operational roadblocks and explain root causes in terms of client business impact.
  • Diagnose complex integration failures and develop mitigation plans that protect business continuity.
  • Coordinate remediation efforts across Product, Engineering, Support, Professional Services, and client-facing teams.
  • Create diagnostic frameworks, troubleshooting methodologies, SOPs, escalation policies, and knowledge governance models.
  • Develop enablement, readiness, coaching, and client education programs.
  • Lead cross-functional change management and continuous-improvement initiatives.
  • Travel up to 5% as needed.

Requirements

  • Experience in enterprise SaaS operations, management consulting, or complex technical account management.
  • Strong independent judgment and accountability when evaluating business trade-offs and making operational decisions.
  • Expertise in multi-system workflow architecture, enterprise integration governance, and business-process mapping.
  • Ability to assess client operating models, identify systemic friction, and design end-to-end workflow solutions.
  • Experience partnering with C-suite and VP-level client executives on platform adoption and operational change.
  • Experience creating and implementing SOPs, enablement frameworks, or service-escalation governance.
  • Experience in SaaS, proptech, or the multifamily industry preferred.
  • Familiarity with Salesforce, property management system integrations, or Internet Listing Services workflows preferred.
  • Experience with continuous improvement, business intelligence tools such as Tableau, Looker, or SQL, and enterprise knowledge bases preferred.

Benefits

  • Annual salary of $75,000–$90,000.
  • Health, dental, and vision insurance.
  • Company-paid life/AD&D, short- and long-term disability, and term life insurance.
  • Flexible Spending Account and Health Savings Account.
  • Retirement plan with a 2% company match.
  • Uncapped discretionary time off, sick leave, and 14 paid holidays.
  • One-time remote work stipend, employee recognition program, and employee-led groups.
  • Employee Assistance Program (EAP).

Interested in this position?

Apply directly on the company website

Apply Now

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