Customer Success Manager

Roots Investment Community was named a 2024 Best Places to Work, The Atlanta Business Chronicle! Bloom , a Roots Product, is the first resident engagement solution that makes residents partners, not tenants .

We’re totally reshaping the tenant-landlord relationship by offering residents the chance to not just rent, but partner in the property they live in.

This is not rent-to-own; this is the first ever own-while-you-rent program! Our innovative Live In It Like You Own It ® program is about more than just providing a place to live;

it’s about fostering a sense of community and financial empowerment. By intertwining investment opportunities and resident engagement we have proven that this model truly does do good by the residents, and performs quite well for our Investors.

Roots is committed to making a positive impact and helping millions of people build wealth through real estate. We believe that a win-win ecosystem is the only type worth building! Our Why We fundamentally believe that everyone should have an opportunity to build wealth.

This belief is what guides our mission of giving everyone the opportunity to build wealth and secure their financial future through investment in real estate .

In pursuit of our mission we will help 1 Million people grow wealth by breaking down the barriers to real estate investment for the masses, and making real estate as easy to invest in as the stock market.

Why We Need You We’re on the hunt for a passionate and experienced Customer Success Manager to join our dynamic team! As a CSM, you’ll be at the forefront of our client relationships, playing a pivotal role in ensuring their success from onboarding through ongoing engagement.

You’ll act as a strategic partner, making sure our clients feel heard, supported, and empowered to fully harness the power of our cutting-edge platform.

With your real estate expertise and tech-savvy approach, you’ll provide top-notch service and support, making a real impact on our clients and our growth.

If you’re ready to be a key player in a fast-growing startup and drive client success, we want to hear from you! Role Responsibilities Client Onboarding : Guide clients through the onboarding process, ensuring a smooth and successful adoption of our platform.

Customer Advocacy : Act as the voice of the customer, ensuring their needs and feedback are communicated effectively within the company.

Strategic Partnership : Build strong relationships with clients, understanding their goals and helping them achieve success with our platform.

Problem Resolution : Proactively identify and resolve issues, ensuring nothing is overlooked and clients receive timely support.

Collaboration : Work closely with the technical team to address more complex issues, ensuring clients have a seamless experience.

Education & Training : Provide training and resources to clients, helping them understand and utilize all features of our platform.

Feedback Loop : Collect and relay client feedback to help shape the future development of our product. Scale & Growth : Assist in developing processes and best practices to help scale our customer success operations as we grow.

Qualifications 3+ years in a customer success role, preferably in property tech, real estate, or fintech. Strong understanding of the real estate industry and its unique challenges.

Basic understanding of SaaS platforms and the ability to troubleshoot or escalate technical issues. Comfortable working in a fast-paced startup environment with a proactive and adaptable mindset.

Excellent verbal and written communication skills, with the ability to explain complex concepts clearly. Strong analytical and problem-solving abilities.

Passionate about helping clients succeed and dedicated to providing exceptional service. Our Values Accountability : We take our responsibilities seriously and always stay transparent.

Student Mentality : Continuous learning and growth are at our core. Driven : We strive to exceed expectations. We aim for excellence in everything we do.

Fairness : We’re committed to equitable treatment for everyone. Great Stewards : We manage our resources and relationships with care and responsibility.

Fun and Fearless : We face challenges with a positive and bold spirit. We challenge each other, the status quo, and how it’s always been done .

At Roots, we're committed to providing equal employment opportunities to all individuals, regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status.

We firmly believe that diversity fuels creativity and innovation, enhancing the quality of our work and the strength of our team.

Join us and be part of an inclusive environment where every perspective is valued. Powered by JazzHR