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Client Success Manager
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-09-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-14
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, Customer Success Management, CRM Systems & Management, HelpDesk/Support
Job Description & How to Apply Below
- Manage a portfolio of clients with responsibility for their success, retention, and account growth
- Build client relationships to define goal outcomes, create success plans, and coach and train users on the software
- Develop subject matter expertise in configuring and using the software solution to meet individual client needs
- Coordinate with internal resources to ensure client satisfaction and success
- Resolve Client Success inquiries through phone, email, and ticket support
- Maintain HUD industry knowledge and best practices to address questions and suggest solutions
- Educate clients on software features and additional functionality
- Nurture client relationships to promote retention and expansion
- Evaluate client processes and configure the solution while recommending Neighborly Software best practices
- Configure add-on software with a high level of attention to detail
- Collaborate with teammates on peer reviews of configured solutions
- Communicate with finance to ensure accurate invoicing
- Build value-based client relationships to ensure overall use and satisfaction
- Perform other duties as assigned
- Minimum of 2 years in a client-facing, consultative role within a Technology environment, specifically with SaaS
- Experience writing and using basic HTML
- Excellent communication and presentation skills to communicate information to internal and external stakeholders in person and in virtual environments
- Potential to become an expert in Neighborly Software products and act as a subject matter expert of Housing and Urban Development (HUD) programs
- Experience with Customer Relationship Management (CRM) software
- Experience working with housing, economic, and community development organizations or Housing Authorities is desired
- Knowledge of HUD programs, specifically Housing Choice Vouchers and/or Federal Programs such as CDBG, ESG, HOME, and HOPWA is desired
Demonstrates expertise in client relationship management and software configuration, with a strong focus on client success and retention. Proficient in communicating complex information effectively to diverse stakeholders while maintaining knowledge of HUD programs and best practices.
Highest-signal resume keywords- Client Relationship Management
- SaaS Experience
- HUD Program Knowledge
- Basic HTML Proficiency
- Customer Relationship Management (CRM) Software
- Software Configuration
- Client Success Planning
- Problem Resolution
- Data Analysis
- Invoicing Accuracy
- Excellent Communication
- Presentation Skills
- Coaching and Training
- Collaboration
- Attention to Detail
- Housing and Urban Development (HUD)
- Housing Choice Vouchers
- CDBG
- ESG
- HOME
- HOPWA
- Neighborly Software
- CRM Software
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