Client Success Manager

Join Our Growing Team at Pereview Software:?Client Success Manager? Are you a?client advocate,?focused on driving valuable business outcomes,?a good?listener?and passionate about helping companies?drive the most value from Pereview??Do you thrive in a fast-paced, collaborative environment where your work directly contributes to?our client's'success? Pereview Software?is looking for a?Client Success?Manager to?join our high-performing team.In this pivotal role, you will serve as the vital link between our?clients and our internal teams to ensure our clients are?fully enabled?across?the Pereview platform. You will need to build strong relationships with our clients across their organization, gain a deep understanding of their?business,?and ensure?there's?a?value-add?partnership that is anchored by our?technology'solutions and products. If you're'someone?that can help scale our business through a high growth phase,?ensure?client retention and adoption,?has?a knack for?engaging?and?collaborating with?clients,?we'd?love to meet you.

What?You'll?Be Doing:?? You will?be responsible for?managing a book of clients throughout their?entire journey?post?implementation as?well as continuing to improve the process and?methodology?of proactively supporting live clients, while?leveraging?your product?expertise?and industry best practices. You will own client outreach, understand each client's product usage, partner with clients?to adopt?new features and functionality with each new Pereview release, answer or?facilitate?answers to the clients? questions, and drive multi-level adoption throughout each client by expanding the user base. You will engage with clients to ensure the most efficient and ecstatic experience using our products to drive their business outcomes.Success in this role requires strong collaboration with?all of?the Pereview cross functional teams.Many client initiatives take a team approach to delivering.The ultimate goals are client adoption, expansion and retention which will lead to evangelists that refer clients and provide references for Pereview.

• Proactively and routinely check-in with our clients to discuss their adoption related to their adoption plan, along with identifying reasons for under or overachievement.

• Identify?any trends that need to be addressed within our business related to low adoption and communicate those trends to Pereview leadership?

• Bring best practices from clients and the industry to the entire client base??

• As needed, shadow Client Onboarding projects, as well as other applicable Client Success functions to learn the full Client Experience?

• Gather and prioritize client feedback through various internal platforms, looking for pertinent trends and anomalies?

• Follow all Clients on LinkedIn staying informed of their business dealings and commenting with Pereview support to their success?

• Travel to build face-to-face relationship with Client base at all levels of usage?

• Conduct regular check-ins, QBRs (Quarterly Business Reviews), and feedback sessions with clients to ensure continuous improvement and satisfaction?

• Managing'situations that require real-time solutions and set clear expectations on resolution plans?

• Escalating?complex issues to engineering or technical teams while?maintaining?ownership of client communication?

• Building?and sustaining'strong relationships with cross functional departments??

• A'self-starter?who takes initiative and thrives in a results-driven environment?

• Someone who?wants to delight clients and drive?positive CSAT scores???

• A'strong?communicator?who can translate?desired business outcomes to technical teams?

• Inquisitive while listening for and understanding business challenges and pain points?

• Someone who is?enthusiastic, willing to learn quickly and eager?to drive client engagement?

Requirements What?We're?Looking For:?

• 3+ years of experience in?client'success?or account management?roles?

• SaaS experience and mindset to scale our client base while?maintaining'strong client relationships?

• Clear and empathetic communication skills, both written and verbal with a?client-first mindset?

• Ability to manage and resolve conflicts with clients??

• Ability to put client first and ensure their'success?

• Lead client facing meetings and presentations with varying levels of attendees including executives?

• Proactively provide agendas prior to meetings and deliver post meeting notes, assign?tasks?and follow up items??

• Collaborate with adjacent functional teams?

• Experience with ticketing and CRM systems (e.g., Zendesk, HubSpot, Wrike, Jira, ServiceNow)?

• Bachelor's degree (business or finance preferred)?

• 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. To that end, we have been recognized by Inc. 500, Dallas 100 fastest growing privately held businesses in the United States for the past several years. We have also been recognized by the Dallas Business Journal one of the top places to work. Pereview Software is the only life of the asset solution to the commercial investment management industry supporting both debt and equity investments. We serve clients on a global basis from very small investment management managers to some of the largest global firms in the industry.

Ready to Apply?? Please complete both of the following steps:?

• Only considering candidates who live in?Dallas, Texas (DFW) area.???

• *We are not sponsoring H1B or OPT candidates*???

Benefits WHAT'S IN IT FOR YOU?

• Competitive salary.
• Health, Vision, and Dental benefits to fit your needs.
• 401k ? 4% Company match.
• Discretionary bonuses.
• Discretionary Time Off ? 3 weeks off annually.