Client Success Associate

As a Client Success Associate you will play a pivotal role in ensuring our clients' success and satisfaction.

You will collaborate with Client Success Managers to maintain strong relationships with platform users and data partners, help implement and support API / custom dashboard projects, and maximize Cherre’s value for our clients.

Your responsibilities also include monitoring the Intercom ticketing system to ensure prompt resolution of client issues, contributing to business reviews, client references and case studies, and creating compelling collateral.

Responsibilities

• Contributing to client-facing Client Success processes, policies, playbooks, and values to deeply integrate Cherre into our clients’ everyday workflow.
• Documenting internal processes and creating a scalable infrastructure to enable a superior overall client experience.
• Supporting Client Success Managers with key accounts and day-to-day relationships with both platform users and data partners.
• Monitoring Cherre’s Intercom ticketing system to ensure prompt responses / resolutions to client issues.
• Supporting Client Success team in collaborative engagements, such as helping build out quarterly business review decks, to maintain and enhance client relationships.
• Assisting the team in delivering on clients’ business outcomes, client loyalty, and client retention.
• Collaborating with the Client Success Team to cultivate client references and case studies, while also liaising with Marketing, Product, and Sales teams to help create client collateral.
• Channeling client feedback to the product team, and working with the team to find solutions that meet or exceed client expectations.
• Handling client escalations and helping with successful resolution.
• Supporting client renewals and partnering with internal stakeholders to execute accordingly.
• Identifying expansion opportunities and assisting clients in evaluating new data sources to enhance their business outcomes.
• Assist in the development, maintenance, coordination and monitoring of project plans and schedules.
• Ensure all project documentation is up-to-date and properly stored.
• Prepare and distribute regular project status reports, highlighting key milestones, risks, and issues.
• Document meeting minutes, action items, and follow-up tasks from project meetings.
• Track project deliverables and ensure all team members are aware of their responsibilities and deadlines.
• Provide administrative support to the lead project manager, including scheduling meetings, coordinating travel, and other tasks as assigned.
• Maintain and update project management tools and software.

Qualifications

• Recognized qualification in Business Administration, Project Management, or a related field.
• 1+ years of real estate/insurance/consulting/B2B Saa S industry experience.
• 1+ years of client-facing experience and experience working with executives.
• Strong Excel/CSV acumen.
• Proven experience and ability managing successful business outcomes and product upsells.
• Experience working with a ticketing system and proven track record of prompt resolutions under tight deadlines.
• Highly organized with the ability to define milestones, success criteria, and resources allocation to ensure on-time delivery.
• Analytical mindset to leverage data and statistics to identify patterns and anomalies, and generate recommendations for process/product improvements.
• Excellent communication, presentation, conflict resolution, and problem solving skills, with focus on guiding clients through adopting out-of-the-box features as opposed to custom deliverables.
• A client‑centric mindset and approach to all interactions.
• Nice to Have
• Experience with Monday. com, G‑Suite, JIRA, Intercom, Salesforce, Mixpanel, and Power BI.
• Background in project management.
• Knowledge of agile scrum delivery methodology.
• Experience working closely with the Client Success, Engineering, Product Management teams to ensure a seamless transition from onboarding to ongoing client success.
• Familiarity with the data vendors used in the commercial real estate and prop‑tech industry with a focus on property characteristic data, transaction data, MLS data, rental data, valuation data, school/demographics data, and shapefile data.

Benefits

• Competitive base salary: Salary range of $50,000-70,000k / year, commensurate with experience and performance.
• Equity opportunities: As part of our commitment to shared success, we offer equity options, allowing you to participate in the growth and success of Cherre.
• Thoughtful healthcare plans: Access comprehensive health, dental, and vision insurance plans to ensure you and your family stay healthy and well‑supported.
• Paid parental leave: We offer generous paid parental leave to help you balance family and work commitments during those important early days.
• Unlimited paid time off: Recharge and maintain work-life balance with our unlimited vacation policy, giving you the flexibility to take time off when you need it.
• Flexible work schedule: Enjoy the freedom to manage your work hours in a way that best suits your lifestyle and productivity.

Cherre is an equal opportunity employer. We pride ourselves on hiring the best people for the job no matter their race, sex, orientation, nationality, religion, disability, or age.

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