Customer Success Advocate

1 day ago


San Diego, California, United States Zego Full time
About the Role

The Customer Success Advocate is a key member of our team, responsible for developing and maintaining strong relationships with our top 600 clients. This role requires a unique blend of technical expertise, business acumen, and exceptional communication skills.

Key Responsibilities
  • Proactively identify and escalate at-risk clients and product issues.
  • Conduct quarterly business reviews with assigned clients to ensure their needs are being met.
  • Ensure 95% call-to-action compliance and provide actionable insights to drive customer value.
  • Participate in team meetings and provide feedback on process enhancements while promoting a culture of teamwork and collaboration.
  • Develop and manage client portfolios to drive business growth and profitability.
  • Analyze customer data to improve the overall customer experience.
Requirements
  • Experience with Salesforce or other comparable CRM systems.
  • Proven ability to work in a fast-paced, team-centered environment.
  • Prior experience in SAAS, multifamily, HOA, or proptech industries.
  • Technical aptitude and ability to identify alternative solutions to customer issues.
  • Excellent communication and problem-solving skills, with a strong focus on client satisfaction.
Preferred Qualifications
  • Bachelor's degree or higher.
  • Three to five years of experience in a customer success role.
  • Real estate industry experience.
  • A track record of providing excellent customer advocacy.


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