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Client Success Manager
Built
Support clients post‑onboarding, drive adoption via webinars, resources, data‑driven outreach.
6d ago
$65,000 - $75,000
Intermediate (4-7 years), Expert & Leadership (13+ years), Junior (1-3 years), Experienced (8-12 years)
Full Time
Nashville, TN
Hybrid
Company Size
308 Employees
Service Specialisms
Construction Loan Administration
Home Builder and Commercial Finance
Project Monitoring
Inspection Services
Construction Payments
Commercial Lien Waiver Management
Compliance Tracking
Sector Specialisms
Commercial
Residential
Homebuilder
Land Development
Construction Lending
Property Development
Specialty Contracting
Title Companies
Role
What you would be doing
resource creation
product adoption
data analysis
client records
onboarding support
engagement outreach
- Facilitate referral, testimonial, and marketing outreach activities across your portfolio.
- Create and maintain scalable resources (e.g., FAQs, how-to guides, onboarding materials) to address common client questions and improve self-service.
- Conduct discovery for basic professional service needs and refer clients for deeper support (e.g., workflow reviews) when appropriate.
- Provide post-onboarding support for clients using standardized success playbooks.
- Assist with basic business reviews to track progress, uncover opportunities, and support renewal readiness.
- Maintain accurate and up-to-date client records in Salesforce and other internal systems.
- Monitor and drive product adoption of key stakeholders on key features through scalable training, webinars, and educational content.
- Analyze client usage, activation, and health data to identify trends and guide proactive outreach.
- Collaborate with internal teams to share insights and enhance scalable processes.
- Execute one-to-many engagement strategies such as newsletters, webinars, office hours, and product discovery outreach to promote adoption and feature utilization.
What you bring
communication
client-facing
analytical
automation
fintech
construction
- Excellent written and verbal communication, time management, and organizational skills.
- Familiarity with the construction industry, commercial real estate, or homebuilder finance
- 2+ years of professional experience in a client-facing role or demonstrated transferable skills.
- Naturally curious and eager to learn about client needs and product solutions.
- Strong analytical skills to interpret client data and develop actionable insights.
- Comfortable working in a fast-paced, high-volume environment where automation and scale are key.
- Built Recognized in Two American Business Award Categories
- A strong communicator and relationship builder who enjoys helping others succeed.
- 1+ years in a FinTech or SaaS environment.
- Competitive compensation and benefits in a fast-growing company.
- Robust compensation package including base salary and equity
- Gain hands-on experience with client engagement, product adoption, and lifecycle management.
- The rare opportunity to radically disrupt an industry
- Series D Financing Round
- Learning grant program to support ongoing professional development
- Flexible working hours, paid family leave, ERGs & Mentorship opportunities
- Competitive benefits including: uncapped vacation, health, dental & vision insurance, and 401k
Information not given or found
Interview process
Information not given or found
Visa SponsorshipInformation not given or found
Security clearanceInformation not given or found
Company
Overview
$300M+
Total Funding
The company has raised significant capital to support its growth and innovation in construction finance.
$80M+
Annual Revenue
Achieves substantial revenue generated through its innovative cloud-based lending solutions.
Billions
Loan Volume Managed
Processes and manages a massive volume of construction loans annually, showcasing its industry impact.
$250B
Real Estate Spend Supported
A major player in digitizing construction finance, supporting a quarter-trillion dollars in real estate spending.
- Transformed cumbersome draw management through real-time, collaborative cloud software.
- Serves commercial and residential construction lenders, developers, general contractors, and vendors.
- Typical projects include large-scale commercial builds and housing developments involving complex financing.
- Offers live collateral monitoring, draw automation, payment tracking, lien waiver handling, and compliance oversight.
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