Customer Success Manager

At Homebot, we believe every team member plays a vital role in bringing our mission to life. We focus on culture, engagement, and an environment where people are valued and can thrive.

Homebot is a Home ownership Platform for Lenders and Real Estate, Title & Insurance Agents that drives client retention and partner referrals. Our platform helps homeowners and home buyers build wealth through home ownership. Clients include mortgage lenders, real‑estate agents, banks, credit unions, loan servicers, insurance agencies and title companies.

• Full‑time, Denver, CO (in‑office Tue‑Thu, optional work‑from‑home Mon & Fri)
• Strategic & results‑oriented Customer Success Manager
• Ensures customers unlock value from Homebot for strong retention, expanded usage and long‑term partnership success

• Base salary range: $85,000 – $105,000 annually
• Performance bonus and Equity Appreciation Rights (Stock Units)
• Medical, dental and vision coverage (99% employee, 70% dependents)
• 401(k) match (100% on first 3%, 50% on next 2%)
• Pet and legal insurance
• Hybrid working model, flexible vacation, 6 days sick/mental‑health time, 12‑week paid parental leave
• Wellhub access, tuition reimbursement, annual training budget, home‑office setup budget, Denver Eco Pass, weekly lunch delivery on Thursday, quarterly offsite events, and more

• Onboard fully within 1 month, mastering Homebot’s product and explaining it to customers
• Build trust and set expectations with enterprise customers at all levels
• Communicate key metrics and product updates to stakeholders
• Operate independently with a full book of business by month 3
• Develop deep understanding of Homebot’s tech stack (Salesforce, Sigma/Tableau, etc.)
• Lead customer training and enablement via live sessions, webinars, and ongoing education
• Serve as primary escalation point for adoption, compliance and churn conversations
• Coordinate and present business reviews with decision‑makers and executive sponsors
• Proactively manage customer health, identifying risks and opportunities early
• Advocate for customers internally while balancing business needs
• Retain and grow book of business, mitigate churn risk, lead renewal and expansion conversations
• Utilize data to guide strategy and contribute to scalable customer‑success processes
• Renew enterprise contracts, manage $2M+ ARR, and lead cross‑functional initiatives

• Minimum 2 years managing customers in high‑volume or enterprise environments
• Proven success owning renewal conversations and driving retention
• Experience with professional corporate teams and executive stakeholders
• Strong organizational and strategic thinking, including account planning
• Ability to lead results‑driven meetings such as QBRs and executive check‑ins
• Excellent written and verbal communication skills
• Technical aptitude to explain complex concepts to both technical and non‑technical audiences
• Proactive communicator who keeps internal partners informed and aligned
• Comfortable navigating challenging conversations with empathy
• Analytical problem‑solving and data‑driven decision making
• Strong collaboration skills; resourceful and results‑oriented
• Must be located in Denver, CO

• Expertise in real estate and/or mortgage lending stakeholders
• Prior Customer Success or Account Management role
• SaaS or start‑up experience

• Humble, hardworking, motivated, and empowered to take initiative
• Collaborative, resilient, and resourceful – willing to tackle tasks from technical tickets to virtual customer presentations
• Confident self‑starter thriving in fast‑paced environments
• Friendly, positive, and calm under pressure
• Direct and patient when necessary

• We are Humbly Hungry
• We are Courageously Authentic
• We Challenge Limiting Beliefs
• We Keep our Eye on the Ball, Hand in the Dirt
• We win, lose and grow as a team, together!

• Collaborative, fun work environment with a strong focus on growth
• Inclusive culture with ~40% female employees within the mortgage‑tech sector
• Access to industry events, events like Rockies games, holiday parties, and quarterly offsites