Junior Client Success Manager

Ylopo, LLC is a rapidly growing marketing and technology company providing internet marketing services and proprietary lead generation and engagement software to successful real estate agents across the country. They are seeking an outgoing, tech savvy individual to join their Client Success Team as an Entry-Level Client Success Manager. This role involves supporting clients, training them on product knowledge, and managing retention efforts.

Responsibilities:

• Meet with clients 1:1 to provide support, training, product knowledge, account reviews, and more
• Manage retention efforts for clients who have placed cancellation or are showing indicators of being at-risk
• Deliver a warm and well-documented handoff to internal departments like marketing, client growth, or website development
• Act as an advocate for the client's needs
• Speak confidently and professionally with clients
• Work with the utmost urgency to work through client issues
• Maintain accurate documentation of client interaction (e.g., logging activity in Salesforce and internal systems, timely and correctly)