Customer Success Manager – Managed Marketing

Job not on LinkedIn

November 27

🤠 Texas – Remote

Although this job is listed in Texas, this company may be open to hiring remote in other states.

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🚫👨‍🎓 No degree required

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Real Geeks

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Real Estate • SaaS • B2B

Real Geeks is an all-in-one growth software provider for real estate professionals, offering IDX websites, lead generation packages, a CRM, mobile apps, dialer and marketing automation (email, SMS, Facebook ads) to help agents, teams and brokers attract, manage and convert leads. The platform includes SEO-optimized property search sites, AI engagement tools, integrations and training/resources aimed at scaling real estate businesses and improving agent productivity.

51 - 200 employees

Founded 2009

🏠 Real Estate

☁️ SaaS

🤝 B2B

📋 Description

• As a CSM, you’ll own a portfolio of clients ranging from individual agents to large teams and VIP accounts. • Your mission: ensure they get the most value from our platform and have an exceptional experience every step of the way. • Guide clients through onboarding and ensure strong adoption of our CRM, website, and lead generation tools • Coach agents on lead conversion, marketing best practices, and optimizing their sales workflows • Develop personalized success plans tied to each agent’s business goals • Run regular strategy sessions, check-ins, and performance reviews • Identify at-risk clients early and implement targeted strategies to boost engagement and retention • Ensure every client leaves with a positive impression—even those choosing to cancel • Deliver hands-on, 1:1 coaching on CRM automation, follow-up systems, and website management • Provide timely support across phone, email, and texting • Troubleshoot customer challenges through deep discovery and root-cause analysis • De-escalate tough conversations and reset expectations when needed • Capture product insights and feedback that help us innovate and improve • Address concerns and escalate issues to internal teams when needed • Advocate for customer needs across Product, Marketing, and Support • Collaborate with our Training & Engagement team to shape educational content • Identify opportunities for expansion, including additional lead generation services

🎯 Requirements

• 2+ years in customer success, account management, senior support, or training (SaaS, real estate, or marketing strongly preferred) • Experience with CRMs, digital marketing, or lead generation tools • Experience executing structured success plans • Experience navigating escalations calmly and professionally • Understanding of lifecycle stages (onboarding→adoption→renewal→expansion) • Experience handling 100+ SMB accounts and prioritizing clients based on health score, revenue, and adoption metrics • Experience owning KPIs and ability to translate metrics into actionable client strategies • Ability to balance customer expectations and company policies • Strong ownership mindset, proactive problem solver, and tech-savvy • Exceptional communication and coaching skills • Ability to thrive in a fast paced, client focused environment • Experience with online lead generation (Google, Bing, Facebook, Instagram, TikTok) preferred • Highly detail-oriented, ensuring no customer need, insight, or action item falls through the cracks • Must be comfortable conducting training and client calls via phone and Zoom with camera on

🏖️ Benefits

• A positive, collaborative team culture where people really matter • A generous compensation package, including base salary and monthly performance-based bonus • Highly competitive benefits, including health insurance, 401k, Employee Stock Purchase Plan options, and a Continuing Education benefit • Opportunities to grow and advance your career in many different directions • The flexibility of a remote workplace environment, with the option to work in-person at our Dallas office