We're seeking a Client Success Manager (CSM) to oversee a portfolio of accounts in a scaled CS model. In this role, you'll take charge of the post-implementations relationship for our SMB and Mid-Market accounts, fostering adoption and driving growth independently. Your focus will be on supporting clients as they grow their business with Built, providing training and best practice to drive deeper usage of the platform.

In this role, your responsibilities will include:

• Embracing Built's mission and gaining a deep understanding of our industry, products, services, and technical systems.
• Learning the operating models and pain points across various types of construction lending to help our clients leverage the platform and to identify upsell opportunities
• Utilizing data analytics to identify and predict client behavior, risks, and opportunities to enhance Built's solutions.
• Independently conducting discovery to provide tailored training and best practice recommendations.
• Committing to utilizing tools and maintaining CRM hygiene for efficient management.
• Listening for pain points that can be addressed through additional training or underutilized product features.
• Assisting clients with business process improvement and change management initiatives.
• Developing cross-functional relationships within Built (e.g., sales, support, product, engineering) to enhance knowledge and advocate for client needs.
• Contributing to the enhancement of our client strategy and playbook to ensure efficient scaling.

Qualifications: 

• Bachelor’s degree
• 2 years of work experience in a client-facing role
• Demonstrated ability to thrive in a high-ambiguity environment
• Previous experience in construction, construction lending, financial services preferred
• Previous experience in a start-up environment preferred
• Comfortable working in a fast-paced environment as a hands-on contributor

Built’s salary range for this position is $58,500-$72,000 USD per year. The pay range is designed to accommodate upward mobility in the role, therefore it encompasses the full span of proficiency levels for this role and we believe that the midpoint of the range is competitive in the market. Salary is just one component of Built's total compensation package for employees. Your total rewards package at Built will include equity, top-notch medical, dental and vision coverage, an unlimited PTO policy, and other benefits.