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Customer Success Manager

External
Homebot logoHomebot · Denver
Full-timeRemote1mo ago
ComplianceDocumentationSalesforceTableau
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Health insuranceEquity / stock optionsPerformance bonus

Additional Information

At Homebot, we believe every team member plays a vital role in bringing our mission to life. We do this by keeping a clear focus on culture, engagement, and creating an environment where people are valued and can thrive. Homebot is a Homeownership Platform for Lenders and Real Estate, Title & Insurance Agents that drives Client retention and Partner referrals. Homebot's "special sauce" is that it helps homeowners and homebuyers (aka: our customer's clients) to build wealth through homeownership. Our customers include Mortgage Lenders, Real Estate Agents, Banks, Credit Unions, Loan Servicers, Insurance agencies and Title Companies. We are growing and need a(n) strategic and results-oriented Customer Success Manager to ensure our customers unlock value from the Homebot platform for strong retention, expanded usage, and long-term partnership success. If this opportunity gets you pumped - perfect! Apply below and we look forward to speaking with you very soon! This is a full-time position based in our Denver, CO office. This role will be expected to work in-office on Tuesday, Wednesday, and Thursday each week, with the option to work from home Mondays & Fridays. Compensation Philosophy: Homebot is committed to offering competitive pay and benefits that reflect industry standards and individual expertise. Compensation is determined based on a variety of factors, including skills, qualifications, and professional experience. In addition to base salary and bonus, all full-time employees are eligible to receive Equity Appreciation Rights (Stock Units) as part of their total compensation package, providing an opportunity to share in Homebot's long-term growth and success. The number of units and vesting schedule are typically determined within the first 90 days of employment, based on role, level, and contribution. Compensation: This role has an annual targeted base salary range of $85,000.00 - $105,000.00. For additional details on our total benefits package, please review the "Why Homebot?" section at the end of this job description. The impact you'll make by joining us: Within 1 month you will: Be fully onboarded - comfortable with navigating Homebot's product and explaining it to customers Build trust and set expectations with our enterprise customers at all levels (from loan officers to execs) Communicate key metrics and product updates to key stakeholders of assigned accounts Within 3 months you will: Be operationally independent with a full book of business Develop a strong understanding of Homebot's tech stack (Salesforce, Sigma/Tableau, etc.) Own customer training and enablement through live sessions, webinars, and ongoing education Act as the primary escalation point for your accounts, including adoption, compliance, and churn-related conversations Within 6 months you will: Coordinate and present business reviews with key decision-makers and executive sponsors Proactively manage customer health, identifying risks and opportunities early Advocate for your customers internally while balancing business needs and priorities Within 1 year you will: Retain and grow your book of business by building long-term, trusted customer relationships Mitigate churn risk and support renewal and expansion conversations Know your customers' health metrics inside and out and use data to guide strategy Contribute to scalable Customer Success processes and improvements Within 2 years you will: Successfully renew multiple enterprise contracts by planning ahead and navigating complex conversations Maintain on-target ARR retention goals with clear documentation of renewals and any contraction Manage $2M+ in ARR Own at least one cross-functional initiative as the Customer Success stakeholder Who You'll Collaborate With: This role will report to the Director of Customer Success You will work closely with Customer Support, Sales, Product, and Implementation teams You will be part of a team of Customer Success Managers What You Bring: Experience & Expertise 2+ years of experience managing customers in high-volume or enterprise environments Proven success owning renewal conversations and driving retention Experience working with professional corporate teams and executive stakeholders Strong organizational and strategic thinking skills, including account planning Ability to lead results-driven meetings such as QBRs and executive check-ins Communication: Strong written and verbal communication skills Ability to explain technical concepts to technical and non-technical audiences Proactive communicator who keeps internal partners informed and aligned Comfortable navigating challenging conversations with confidence and empathy Problem Solving: Ability to analyze complex situations and identify practical solutions Resourceful and collaborative when solving customer or process challenges Data-driven decision maker who balances customer value with business impact Bonus Points: You are an expert in Real Estate a


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