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Remote Client Success & Inbound Conversion Specialist
Skills
Software As A ServiceAdoptionCustomer SuccessDiscountRollingSalesService-Level Agreements
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Experience in real estate brokerage operations or selling to broker-owners
- 3+ years in customer success account management or inside sales preferably B2B SaaS
- A specific self-described system for CRM hygiene
- Ability to engage experienced executives as a peer and translate complex data into practical business value
- Service-first mindset with strong problem-solving instincts
- Ability to hold pricing and enforce timelines under pressure
- Resilience and steady execution in a remote environment
- Proven ability to manage time deliverables and follow-through unsupervised
Nice to have
- Detail-oriented
- Process-driven
- Calm under pressure
- Client-focused
- Disciplined
- Reliable
Day to day
- Own a portfolio of 30–50 brokerage accounts and guide them through onboarding adoption and retention.
- Run consultative product demonstrations for warm inbound and franchise-referred leads with a clear focus on broker-owner priorities.
- Provide first-line support manage CRM hygiene and proactively protect accounts from churn through disciplined follow-through and accurate documentation.