Customer Success Manager

Follow Up Boss — Company based in San Francisco, CA

via We Work Remotely

Headquarters: Remote

Who Is Follow Up Boss?

  • We’re a simple, sales-focused CRM for real estate teams (and we use our own product)
  • We’re a self funded, profitable company started back in April of 2011
  • We’re a remote company with a mostly US-based team
  • We don’t just claim to be customer-centric - we live it:

Why Would You Want To Work Here?

  • We’re a young, ambitious company who only answers to our customers
  • Opportunity to have a big impact on our growth and your career
  • No red tape or pointless meetings
  • Competitive base salary, health/dental insurance and 20 days paid holiday

This Role Is For You If…

  • You would describe yourself as patient, empathetic and having a good sense of humour
  • You’re independent, self-motivated and can stay efficient and productive without someone looking over your shoulder all day long
  • Superb written and verbal skills (with a professional yet fun demeanor).

Your qualifications:

  • Self motivated and proactive mindset.
  • Remote work experience is considered an asset.
  • Based in the USA, quiet home office with fast internet.
  • 3+ years experience in a similar customer-facing role (Onboarding, Support, Success, Account Management, or Sales).

Your responsibilities will include:

  • Calling, texting and emailing new customers proactively to make sure they are on the road to success with Follow Up Boss.
  • On-boarding new customers, helping them connect lead sources, import contacts and setup integrations.
  • Setting up and running training sessions with new customers to make sure they are getting the most out of the system.
  • Becoming a keen, passionate expert in all things related to real estate lead generation, lead conversion, sales optimization and customer service
  • Monitoring accounts to ensure that our customers are thrilled, and looking out for (and addressing) warning signs of churn.
  • Advocating customers’ requests and needs across the entire company.
  • Helping out the support team with incoming messages and phone calls when necessary.

30 Day Targets:

  • Learn the Follow Up Boss software & product offerings to be effective in the position
  • Complete all position on-boarding, setup, and initial training
  • Virtually meet all Follow Up Boss employees

60 Day Targets:

  • Regularly onboard new customers and track progress in Follow Up Boss
  • Host the Follow Up Boss training webinar on rotation
  • Document product bugs & feature requests
  • Answer Onboarding tickets

90 Day Targets:
  • Meet or exceed KPI expectations
  • Contribute to at least one onboarding process improvement
  • Contribute to at least 1 product pitch

  • Complete onboarding for new customers within first 30-45 days
  • Proactively reach out to new customers with early churn warning signs
  • Complete reuired calls/trainings each week
If this sounds like a great fit we would love to hear from you.

To apply: Submit an application at