Position Details

Salary $46K – $53K USD / year

Type Full-Time

Experience mid

Exp. Years Not specified

Education Not specified

Category Customer Success & Support

About this role

AccuTitle is hiring a Remote Customer Success / Account Management professional to be the primary point of contact for SaaS customers in real estate technology. You will manage accounts in Salesforce CRM, support onboarding and training, analyze client data, and help drive retention, satisfaction, upsell, and cross-sell opportunities.

Key Responsibilities

Build and maintain strong relationships with clients by understanding their needs and providing tailored solutions
Manage client accounts using Salesforce CRM to track interactions, issues, and opportunities for growth
Provide onboarding support and ongoing training to ensure clients maximize the value of our SaaS platforms
Analyze client data to identify trends, potential issues, or areas for improvement in service delivery
Serve as a liaison between clients and internal teams such as marketing, product development, and technical support

Technical Overview

This role is not engineering-focused but requires strong CRM proficiency using Salesforce CRM and data-driven account management practices. The work includes translating customer needs into tailored solutions and coordinating across marketing, product development, and technical support to ensure successful outcomes.

Ideal Candidate

The ideal candidate is a mid-level Customer Success / Account Management professional with proven project/account management experience in SaaS or financial services. They are highly comfortable using Salesforce CRM to manage customer relationships, drive onboarding and ongoing training, and analyze client data to improve retention and satisfaction.

Must-Have Skills

project managementaccount managementSalesforce CRMcustomer relationship managementexcellent communication skillsclient onboardingongoing training

Nice-to-Have Skills

knowledge of customer relationship management best practices within the SaaS environmentreal estate or financial services sector experienceexperience working in or understanding the real estate or financial services sectors

Tools & Platforms

Salesforce CRM

Required Skills

project managementaccount managementSalesforce CRMcustomer relationship managementclient onboardingongoing trainingclient data analysistrend analysiscustomer retention strategy developmentcustomer satisfaction metrics

Hard Skills

Soft Skills

energeticdetail-orientedclient relationship buildingexcellent communication skillsability to clearly articulate technical conceptsproactive approachcross-functional collaborationstrategic decision-makingliaison management

Industry & Role

Industry SaaS

Job Function Manage and grow SaaS customer accounts by providing onboarding, training, retention-focused support, and CRM-driven account management.

Role Subtype Customer Success Manager

Keywords for Your Resume

Customer SuccessAccount ManagementSalesforce CRMSalesforceclient onboardingongoing trainingcustomer retentioncustomer satisfactioncustomer relationship managementclient data analysistrend analysisupsellcross-sellproject managementSaaSreal estate technologyfinancial servicesliaisontechnical supportmarketingproduct developmentopportunities for growthSalesforce or similar CRM toolstraining

Deal Breakers

Must have Salesforce CRM experience, Must be able to support client onboarding and ongoing training

Apply for this Position →

Get matched to jobs like this

Luna finds roles that fit your skills and career goals — no endless scrolling required.

Create a Free Profile

Customer Success/ Account Management

Get matched to jobs like this