CRM Specialist managing HubSpot for Kamino, a comprehensive financial management platform in Brazil. Focusing on innovative growth strategies and automated solutions.
About the role
- Customer Success Manager managing client portfolios at Entrata. Driving customer satisfaction and retention by ensuring successful adoption of Entrata’s Homebody Product.
Responsibilities
- Manage an assigned portfolio of clients to foster a high level of satisfaction and long-term platform success
- Conduct regular client meetings to review solution performance, provide recommendations, and support client goals
- Partner with Support, Product, and Development teams to advocate for customer needs and resolve client issues
- Guide clients through post-implementation onboarding to self-sufficiency while promoting continued platform engagement
- Develop customer success plans in partnership with Sales to encourage account growth and client success
- Advise clients on process and platform risks, providing solutions to mitigate potential challenges
- Maintain a working knowledge of all Entrata products and configuration options
Requirements
- Strong organizational and time-management skills
- Excellent verbal and written communication skills
- Ability to manage client relationships with professionalism and empathy
- Comfort working independently while collaborating cross-functionally
- Bachelor’s degree or equivalent experience
- 1–2 years of experience in customer success, account management, or a related field
- SaaS or property management industry experience preferred
- Willingness to travel up to 15% of the time
Benefits
- Flexible and transparent culture with remote and hybrid work options
- Generous vacation time
- Frequent company recharge days for work-life balance.
- Comprehensive medical, dental, and vision coverage, including fertility benefits, available for eligible employees and their families.
- HSA/FSA options and employer-paid disability benefits provided for eligible employees.
- Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long-term financial security.
- Wellness initiatives promoting physical and mental well-being, access to an onsite gym at HQ, mental health resources, wellness challenges, and employee assistance programs.
- Family-centric leave policies supporting new parents during significant life events.
- Entrata Cares programs offering opportunities for volunteerism, charity events, and giving back to our community.
- Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits.
- Bi-annual swag drops for employees
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