Customer Success Manager
About REsimpli REsimpli is a powerful all-in-one CRM trusted by thousands of real estate professionals to manage leads, automate marketing, track KPIs, and close more deals without juggling multiple tools. Our mission: help real estate investors make more money.
About the Role
As a Customer Success Manager (CSM), you'll own the success of an assigned Book of Business, guiding customers from trial and onboarding through long-term adoption and retention. This role goes beyond answering questions or completing onboarding calls. A CSM is proactive and outcome-focused: you'll help customers get measurable value from REsimpli, identify risks before they become cancellation issues, and build strong relationships that help customers succeed with the platform. Your job is to constantly ask, "Is this customer actually succeeding with REsimpli, and what can I do proactively to help them get there?" This role is ideal for someone who combines real estate investing experience with a love for technology, systems, relationship-building, and helping others achieve results.
What You'll Do
Own the customer journey for your assigned Book of Business, from trial through long-term retention Proactively engage trial customers to encourage onboarding, activation, and conversion to paid customers Conduct personalized onboarding sessions and product walkthroughs Help customers complete key setup steps and remove blockers preventing them from getting started Understand each customer's business goals and help them build effective workflows within REsimpli Monitor customer engagement and health to identify customers who may be at risk of churning Proactively reach out to customers who aren't fully utilizing REsimpli or may not be getting the expected value Build strong, ongoing relationships with assigned customers and become a trusted partner in their success Continue driving product adoption and engagement beyond the initial onboarding period Coordinate with Customer Support, Sales, Product, and other teams when customer issues or needs require additional assistance Help identify recurring customer challenges and communicate feedback to the appropriate internal teams Stay current on REsimpli features, product updates, and trends in the real estate investing industry Take ownership of customer outcomes, including onboarding attendance, activation, engagement, and retention
What We're Looking For
Based in the US, with excellent communication and presentation skills Strong relationship-building and customer-facing skills Tech-savvy and comfortable demonstrating CRM workflows and helping customers adopt new technology Proactive, organized, and able to manage multiple customers effectively Strong problem-solving skills and the ability to identify customer needs before they become larger issues Comfortable taking ownership and working independently in a remote environment Customer-focused mindset with a genuine desire to help customers succeed Able to balance relationship management with measurable customer outcomes
Preferred Qualifications
Experience in real estate investing, particularly wholesaling, flipping, or rentals Hands-on experience using REsimpli Previous experience in a Customer Success, Onboarding, Account Management, or another customer-facing SaaS role Experience working with CRM or other SaaS platforms How Success Is Measured Success in this role isn't about completing onboarding calls or responding to customer requests. You'll be expected to own your Book of Business and help customers achieve meaningful results with REsimpli. You own four numbers: Engaged-trial conversion — trial-to-paid rate among trials that attended onboarding or received direct CSM engagement. Activation — share of your new accounts completing key setup steps within their first 30 days. Early voluntary retention — 30- and 90-day survival of your accounts, excluding failed-payment churn. Voluntary book churn — monthly voluntary churn rate across your full book. We also track — but don't hold you solely accountable for — onboarding attendance, save rate, failed-payment recovery, account expansion, and customer satisfaction. Those are shared with other teams or still being baselined.
Perks
Full-time, remote position (US-based) Competitive base salary + performance bonuses Growth opportunities within a fast-growing SaaS company Work directly with experienced real estate investors and a passionate team Opportunity to make a direct impact on customer success and retention