Welcome to Verivest, where our mission is to help real estate investment managers launch, manage and scale their business. We offer a unique combination of advisory, administration, and technology solutions to both emerging and established middle market real estate investment managers, including advisory, fund administration and technology. Our end-to-end solution starts with Advisory, where we architect custom real estate fund solutions for any strategy based on our 30 years of experience in fund management. Upon launch, our fund administration and fund management platform streamline fund operations, including seamless fundraising capabilities, world-class investor experience, and expert accounting and investor reporting services. With over 30 years of experience in real estate and $3B in Assets Under Administration, we deliver a wealth of knowledge and a proven track record to our customers.

Verivest is part of Fairway America’s group of companies, where we are focused on bringing value to our employees, investors, customers, partners, and community. We foster a culture of transparency starting at the top and invest in our team’s health and development so people are at their very best. For more information on what we do, visit verivest.com.

The Role

We are seeking a Customer Success Manager to partner with new and existing clients to support them across all Verivest products and services. You will focus on building and managing client relationships, increasing product adoption and expand share of wallet. You will work closely with a number of internal teams, including Accounting, Product and Engineering, to put the client experience at the forefront of everything we do. This is an opportunity to join a growing team, and to contribute to defining and building what Customer Success means at Verivest!

Company Values

• Prioritize and Execute: We focus on what matters most and deliver results.
• Team First: Collaboration and support are at the core of our success.
• Deliver Excellence: We strive for nothing less than the best.
• Own the Outcome: Taking responsibility is our commitment.
• Act with Integrity: We uphold the highest ethical standards in all we do.

Responsibilities

• Own a growing book of business, overseeing the relationship across all Verivest products and services post-implementation, including managing contract renewals, retention and identifying cross-sale and upsell opportunities.
• Drive customer adoption of key features and best practices.
• Serve as an advocate, representing the voice of the client to ensure a customer-first approach across all Verivest service offerings.
• Become the go-to person for the client and cross-functional service-line leads for the account to ensure Verivest produces all client work with the highest level of quality, on time.
• Partner with other teams across the organization to identify and drive improvements in cross-functional processes and initiatives.
• Additional responsibilities as directed for the success of the team and the Company.

Qualifications and Skills

• 2 years of experience in client success or account management role in the real estate or investment industry.
• Proven track record of managing a portfolio of client accounts, building deep relationships with client partners.
• Experience discussing upsell and cross-sell opportunities with existing customers.
• Knowledge or genuine interest in real estate and the real estate investment space would be highly regarded.
• Tech savvy, with experience in HubSpot and Intercom a plus.
• Ability to orchestrate, lead and influence stakeholders to drive decisions collaboratively.
• Outstanding communication skills over the phone and via email.
• Excellent organizational and prioritization skills, with the ability to manage multiple clients and activities simultaneously.
• Self-starter, with the ability to take initiative, learn quickly, figure out what is needed and get the job done!
• An innovator who is always looking for ways to improve and streamline processes.

Benefits

We are a values-driven organization with a competitive benefits package, including:

• Work where you work best: remote, hybrid or on-site in our Portland office.
• Generous paid time off and nine paid company holidays.
• Company paid medical, dental, vision insurance (plus company pays 50% of premiums for eligible family members).
• Short and long-term disability, and life insurance coverage.
• Profit sharing plan.
• 401(k) plan, with company match.
• Eight weeks of gender neutral paid parental leave.
• Paid training and development opportunities.
• Flexible schedule options.
• Small, dynamic team = massive impact!

At Verivest, we are committed to creating a safe, diverse, and inclusive workplace. We make our hiring decisions based on merit, and do not discriminate on the basis of race, religion, color, nationality, gender, gender identity expression, sexual orientation, age, marital status, veteran status, or disability status. We encourage anyone who identifies as members of these communities to apply.