Customer Success Manager (Proptech)

TL;DR

Customer Success Manager (Proptech): Managing a portfolio of 30–40 enterprise accounts for institutional real estate investors with an accent on driving product adoption, value realization, and long-term renewals. Focus on building trusted advisor relationships with C-suite stakeholders and guiding clients through complex investment workflows using AI-powered tools.

Location: Must be based in San Francisco, CA (Hybrid: 3 days in office)

Salary: $95,000–$125,000 (Base + Variable)

Company

hirify.global is the world’s largest AI-powered operating system for real estate investing, managing over $10 trillion in transactions for global institutional firms.

What you will do

• Manage a portfolio of 30–40 enterprise accounts as the primary relationship holder for investment teams and C-suite stakeholders.
• Drive product adoption and value by defining success criteria and ensuring clients achieve their business objectives.
• Lead data-driven Quarterly and Executive Business Reviews (QBRs/EBRs) to align on goals and secure renewals.
• Identify and grow upsell opportunities based on a deep understanding of customer investment strategies.
• Synthesize customer feedback to influence product, engineering, and sales roadmaps.
• Advise customers on configuring the platform to their specific workflows and stay at the forefront of AI integration.

Requirements

• 1.5–4 years of experience as a CSM or Client Success Manager at a B2B SaaS company.
• Proven track record of managing end-to-end renewals and upsells.
• Experience working with enterprise-level accounts and executive stakeholders.
• Proficiency in Excel or Google Sheets for data analysis.
• Must be based in or able to work from the San Francisco office 3 days per week.
• Excellent communication skills with the ability to build credibility with C-suite executives.

Nice to have

• Background in CRE tech, proptech, or financial technology.
• Experience supporting complex, configurable SaaS products.
• Familiarity with the CRE acquisition process.
• Salesforce experience.

Culture & Benefits

• Comprehensive medical, dental, and vision insurance.
• 401(k) retirement plan with HSA/FSA options.
• Flexible Time Off (FTO) policy and Paid Parental Leave.
• Monthly wellness reimbursement for physical and mental well-being.
• Commuter benefits program.
• Equity plan eligibility.

Hiring process

• Interviews are conducted via video conference.
• AI-assisted transcription tools may be used for note-taking during sessions.