Customer Success Manager
Pereview Software · Dallas, TX
- On site
- Full-time
- $85,000 / year
- Dallas, TX
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Job highlights
- Manage client relationships post-implementation.
- Drive client adoption and retention.
- Collaborate with internal teams.
- Understand client business needs.
- Ensure client success with Pereview.
About the role
Client Success Manager at Pereview Software
Join Pereview Software's high-performing team as a Client Success Manager! We are seeking a client advocate passionate about driving valuable business outcomes and helping companies maximize value from our platform. If you thrive in a fast-paced, collaborative environment where your work directly impacts client success, we want to hear from you.
About the Role
As a Client Success Manager, you will be the crucial link between our clients and internal teams, ensuring clients are fully enabled across the Pereview platform. You will build strong relationships, gain a deep understanding of client businesses, and foster a value-added partnership anchored by our technology solutions.
What You’ll Be Doing
- Manage a book of clients throughout their post-implementation journey.
- Continuously improve proactive client support processes and methodologies.
- Leverage product expertise and industry best practices.
- Own client outreach and understand client product usage.
- Partner with clients to adopt new features and functionality.
- Answer or facilitate answers to client questions.
- Drive multi-level adoption by expanding the user base.
- Ensure clients have the most efficient and positive experience with our products.
- Collaborate with Pereview cross-functional teams to deliver client initiatives.
- Achieve client adoption, expansion, and retention goals to create evangelists and references.
- Proactively check in with clients regarding their adoption plan and identify achievements or areas for improvement.
- Identify and communicate trends related to low adoption to Pereview leadership.
- Share best practices from clients and the industry with the entire client base.
- Shadow Client Onboarding projects and other Client Success functions to understand the full client experience.
- Gather and prioritize client feedback, identifying trends and anomalies.
- Follow clients on LinkedIn to stay informed and offer Pereview support.
- Travel to build face-to-face relationships with clients.
- Conduct regular check-ins, QBRs, and feedback sessions.
- Manage situations requiring real-time solutions and set clear expectations.
- Escalate complex issues to engineering or technical teams while maintaining client communication ownership.
- Build and sustain strong relationships with cross-functional departments.
You’ll Excel in This Role If You Are
- A self-starter who takes initiative in a results-driven environment.
- Someone who wants to delight clients and drive positive CSAT scores.
- A strong communicator who can translate business outcomes to technical teams.
- Inquisitive and skilled at understanding business challenges and pain points.
- Enthusiastic, willing to learn quickly, and eager to drive client engagement.
Requirements
- 3+ years of experience in client success or account management roles.
- SaaS experience and a mindset for scaling client bases while maintaining relationships.
- Clear and empathetic communication skills (written and verbal) with a client-first mindset.
- Ability to manage and resolve conflicts with clients.
- Ability to prioritize the client and ensure their success.
- Experience leading client-facing meetings and presentations for various attendees, including executives.
- Proactively provide agendas, deliver post-meeting notes, assign tasks, and follow up.
- Collaborate effectively with adjacent functional teams.
- Experience with ticketing and CRM systems (e.g., Zendesk, HubSpot, Wrike, Jira, Service Now).
- Bachelor’s degree (business or finance preferred).
Bonus Points For
- Previous experience in a client-facing role with enterprise clients.
- Experience managing SaaS clients with complex integrations.
- Commercial Real Estate or Asset Management experience.
Who We Are?
Pereview Software is the fastest-growing provider of asset and portfolio management software to the global commercial real estate industry. We've been recognized by Inc. 500 and Dallas 100 for our growth and by the Dallas Business Journal as a top place to work. We offer a unique life-of-the-asset solution for the commercial investment management industry, supporting both debt and equity investments for clients worldwide.
What's In It For You?
- Health, Vision, and Dental benefits.
- 401k with a 4% company match.
- Discretionary bonuses.
- Discretionary Time Off – 3 weeks annually.
Location
Only considering candidates who live in the Dallas, Texas (DFW) area. We are not sponsoring H1B or OPT candidates.
Key skills/competency
- Client Success Management
- Account Management
- SaaS Industry
- Client Relationship Management
- Customer Advocacy
- Cross-functional Collaboration
- Problem-Solving
- Communication Skills
- CRM Systems
- Business Acumen
Skills & topics
- Client Success Manager
- Account Management
- SaaS
- Customer Success
- Client Relationship Management
- Software
- Commercial Real Estate
- Asset Management
- Dallas
- Customer Support
How to get hired
- Tailor your resume: Highlight your 3+ years of client success/account management experience and SaaS background, emphasizing conflict resolution and client-first mindset.
- Showcase CRM skills: Detail your proficiency with ticketing and CRM systems like Zendesk, HubSpot, or Jira in your application.
- Demonstrate client engagement: Prepare examples of how you've led client meetings, managed executive-level communication, and driven adoption.
- Research Pereview's impact: Understand their position as a leader in commercial real estate asset management software.
- Emphasize DFW residency: Clearly state your location in the Dallas-Fort Worth area in your application.
Technical preparation
Master CRM and ticketing system functionalities.,Practice product demo skills.,Understand SaaS implementation cycles.,Prepare to discuss API integrations.
Behavioral questions
Describe a time you turned an unhappy client around.,How do you prioritize tasks for multiple clients?,Share an example of proactive client support.,How do you handle client feature requests?
Prefer to apply the usual way?
Heads up — most applicants to a cold posting never hear back. Get paid remotely in the meantime.
Frequently asked questions
- What is Pereview Software looking for in a Client Success Manager candidate?
- Pereview Software is seeking a Client Success Manager with at least 3 years of experience in client success or account management, particularly within the SaaS industry. Key qualities include strong communication, a client-first mindset, conflict resolution skills, and the ability to lead client-facing meetings. Experience with CRM systems and a business or finance degree are also important. Bonus points are awarded for enterprise client experience and commercial real estate knowledge.
- What are the key responsibilities of a Client Success Manager at Pereview Software?
- The Client Success Manager is responsible for managing a portfolio of clients throughout their journey after implementation. This includes proactive client outreach, understanding product usage, driving adoption of new features, answering client questions, and fostering strong client relationships. They also identify adoption trends, share best practices, and collaborate with internal teams to ensure client success, adoption, and retention.
- What is the required experience for the Client Success Manager role at Pereview Software?
- The minimum requirement for this role is 3 years of experience in client success or account management. Experience within the SaaS industry is essential. Additionally, candidates should demonstrate clear and empathetic communication skills, the ability to manage and resolve conflicts, and experience leading client-facing meetings and presentations.
- Does Pereview Software sponsor H1B or OPT candidates for the Client Success Manager position?
- No, Pereview Software is not sponsoring H1B or OPT candidates for this Client Success Manager position. Candidates must already be authorized to work in the United States and reside in the Dallas, Texas (DFW) area.
- What kind of benefits does Pereview Software offer for a Client Success Manager?
- Pereview Software offers a comprehensive benefits package including Health, Vision, and Dental benefits. They also provide a 401k with a 4% company match, discretionary bonuses, and discretionary time off, starting with 3 weeks annually.
- What is the company culture like at Pereview Software for a Client Success Manager?
- Pereview Software fosters a collaborative, fast-paced, and growth-oriented environment. They are recognized as a top place to work, emphasizing client success and professional development. The culture encourages initiative, a client-first approach, and continuous learning, making it an exciting place for those looking to drive business outcomes.