Senior Client Success Manager

New

Built TechnologiesReal Estate Finance

Remote - USAFull-TimeSenior

Salary$110,000 - $130,000 USD per year

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Job Details

4–7 years of experience in client success, account management, or strategic customer relationships.
Proven track record of managing complex, high-value accounts and driving expansion revenue.
Deep expertise in construction lending, commercial real estate finance, or commercial banking workflows.
Experience with draw management and compliance tracking.
Demonstrated ability to navigate complex organizational structures and build influence with C-suite executives.
Strong executive presence and communication skills, comfortable presenting to CFOs and operations teams.
Consultative approach focused on strategic partnerships.
Subject matter expertise and ability to improve internal playbooks and methodologies.
Proficiency with AI tools to accelerate account analysis and strategic planning.
Ability to travel at least twice per year to Nashville, TN or designated locations.

Own the strategic relationship and post-implementation success for Built's most important and complex clients.
Develop and execute comprehensive client success and account plans based on business objectives.
Build multi-threaded relationships across client organizations, including C-suite and credit/operations teams.
Monitor adoption metrics and client health indicators to intervene strategically against churn risks.
Identify and pursue expansion opportunities through upsells and cross-sells.
Lead quarterly business reviews with client leadership to present ROI and strategic recommendations.
Mentor junior CSM team members on strategic account management and engagement.
Partner with Product and Implementation teams to advocate for client-driven roadmap features.
Leverage AI tools for account health analysis and strategy development.

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