Full-Time

Client Success Manager

Confirmed live in the last 24 hours

Perseus Group

Perseus Group

1,001-5,000 employees

Consulting
Enterprise Software
Financial Services

Compensation Overview

$80k - $120kAnnually

Mid

Plano, TX, USA

Category
Customer Success
Customer Success & Support
Required Skills
Sales
Customer Service
Business Strategy
Data Analysis
Requirements
  • Bachelor's degree or an equivalent combination of education, training, and work experience.
  • At least 3 years of experience in a client-facing role such as Client Success function, account management, consulting, or client services role.
  • Proven business experience and demonstrated technical capabilities.
  • Experience working with mortgage lenders.
  • Ability to execute commercial transactions, including pitching, negotiating, and closing deals.
  • Passionate about enhancing client experience and dedicated to customer satisfaction.
  • Enjoys the process of selling without necessarily focusing on selling a product.
  • Skilled in creating and delivering persuasive proposals and presentations.
  • Capable of synthesizing complex information and presenting it clearly and concisely.
  • Possesses a blend of business and technical acumen, able to contribute value in discussions on both technology and business strategy.
Responsibilities
  • Serve as the primary point of contact for operational contacts, maintaining and growing client relationship while ensuring ongoing excellent customer service.
  • Build trusted advisor relationships with key operational leaders at client organizations.
  • Build, personalize, & deliver personalized quarterly business reviews (QBRs), sharing peer benchmark data, ROI updates, and efficiency opportunities.
  • Strategically focus on ensuring the overall success and retention of Optimal Blue clients.
  • Monitor and assessing the health of client relationships through data, leading indicators, and direct engagement.
  • Drive the utilization of product features and capabilities to ensure clients achieve the highest ROI.
  • Formulates and manages an action plan to identify and manage client goals, as well as any challenges, risks and growth opportunities within the client.
  • Own forecasting and prioritization for client renewals within assigned accounts.
  • Identify new business opportunities and collaborate with sales personnel for new Optimal Blue products or services.
  • Collaborate cross-functionally with internal teams (e.g., Sales, Marketing, Finance, Product, Services) to drive long-term healthy client relationships.
  • Represent the voice of the customer in leadership meetings, providing insight from clients to help prioritize product enhancement and bug fix requests.
  • Create referenceable customers through case studies, reference calls, and speaking engagements.
  • Stay informed about new release changes, new products, and industry trends.
  • Available for travel to customer on-sites, executive meetings, and conferences (approximately 15% of the time, including overnight stays).
  • Perform other related duties as assigned.

Company Stage

N/A

Total Funding

N/A

Headquarters

Markham, Canada

Founded

N/A

Growth & Insights
Headcount

6 month growth

1%

1 year growth

1%

2 year growth

1%
Simplify Jobs

Simplify's Take

What believers are saying

  • Acquisition of Valeyo Inc. boosts Perseus's presence in Canadian financial software.
  • Auto-IT Group acquisition expands Perseus's capabilities in dealership management systems.
  • Dark Matter Technologies' AI focus offers Perseus a competitive edge in mortgage tech.

What critics are saying

  • Integration challenges may lead to operational inefficiencies and customer dissatisfaction.
  • Rapid acquisitions could strain Perseus's resources and management capacity.

What makes Perseus Group unique

  • Perseus Group's acquisition strategy strengthens its position in diverse software markets.
  • The integration of AI solutions like AIVA® enhances Perseus's mortgage technology offerings.
  • Perseus's expansion into dealership management systems broadens its industry reach.

Help us improve and share your feedback! Did you find this helpful?