Top 119 Success insider Jobs in Remote

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Lifetime Customer Success Manager

Alex MacWilliam Real Estate -
Remote

Apply Now

Job Details

Full-time
12 days ago

Benefits

Paid parental leave
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance
Pet insurance

Qualifications

Managing customer accounts
Customer communication
Performance dashboards
Customer relationship building
Client onboarding
Customer retention strategy
Upselling
Providing information to customers
Account development
Metrics Reporting
Mid-level
Incident Escalation
Reporting and dashboarding tools
Managing clients in a customer support role
Salesforce Cloud
Collaboration with product development teams
Customer engagement
Risk management
SaaS (as product category for technical sales engineers)
Client growth strategy
CRM system proficiency
SaaS
Customer growth strategy
Account management
Communication skills
Cross-functional communication

Full Job Description

Job Category: Customer Success

Requisition Number: LIFET001213

Posting Details

Posted: June 24, 2026

Full-Time

Remote

Locations

Showing 1 location

Remote - USA

Job Details

Description

Inside Real Estate is a fast-growing, independently-owned real estate software firm that serves as a trusted technology partner to over 500,000 top brokerages, agents, and teams. Their branded portfolio, BoldTrail, includes BoldTrail (Front Office), BoldTrail BackOffice and BoldTrail Recruit, solutions that create a complete tech ecosystem for clients, and deliver seamless end-to-end operations to scale success at any level. With an accomplished leadership team and its talented staff, Inside Real Estate brings the resources, scale, and vision to deliver ongoing innovation and success to their growing customer base.

As a Lifetime Customer Success Manager, you will oversee the long-term success, retention, and growth of existing accounts after their first 30 days. Your role focuses on driving adoption, reducing churn, and ensuring each client continues to see measurable value in the BoldTrail platform. You will partner closely with cross-functional teams to address escalations, identify upsell opportunities, and maintain strong, ongoing relationships with clients throughout their lifecycle.

Key Responsibilities:

Account Retention: Serve as the primary point of contact for all accounts post-onboarding, focusing on renewal readiness, engagement, and long-term satisfaction.
Adoption & Strategy: Conduct periodic strategy and adoption calls to ensure clients are using key features and meeting their business goals with BoldTrail.
Health Monitoring: Regularly review account health metrics to identify risk indicators (low adoption, support issues, or inactive users) and proactively intervene.
Escalation Management: Collaborate with Product, Support, and Implementation teams to resolve complex issues, ensuring clients feel supported and informed.
Growth Opportunities: Partner with Account Management to identify expansion or upsell opportunities that align with the client’s goals and usage.
Customer Advocacy: Gather feedback and insights from clients to inform internal teams and help shape future product improvements.
Collaboration & Handoff: Maintain a strong handoff process from Launch CSMs and ensure smooth transitions between lifecycle phases.
Documentation: Accurately log activities, meeting notes, and account health updates in Salesforce for visibility and reporting.

Qualifications:

Experience: 3+ years in Customer Success, Account Management, or a related SaaS role, ideally managing a portfolio of SMB/MM/enterprise clients.

Skills:

Strong relationship-building and communication skills.
Ability to manage a large portfolio while staying organized and proactive.
Experience using Salesforce and customer health dashboards.
Strategic mindset with a focus on both retention and value realization.
Comfort managing escalations and guiding customers toward solutions.

We offer a competitive total rewards package including:

Competitive salary
3 Medical plans to choose from - 1 PPO and 2 HDHPs
2 Dental plans to choose from
Vision
HSA - company-funded
FSAs - healthcare, limited purpose, dependent care
Short-Term Disability - company-paid
Long-Term Disability - company-paid
Basic Employee Life Insurance - company-paid
Voluntary Dependent Life Insurance
Voluntary Accident Insurance
Voluntary Critical Illness
Voluntary Hospital Indemnity
ID Protection
Pet Insurance
401(k) Retirement Savings with company match
Paid PTO/Vacation/Sick Time
11 company-recognized holidays
Company-paid Parental/Disability Leave

In addition, at IRE, we focus on driving top results providing:

Opportunities to grow within our company;
Potential to work in a remote setting;
Exciting/energetic work environment and fun, creative culture.

IRE EEO Statement - We believe that the unique contributions of all Insiders are the driver of our success. To make sure that our products and culture continue to incorporate everyone's perspectives and experiences we never discriminate on the basis of race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Apply Now

Refine Your Search

success insider jobs in remote

Lifetime Customer Success Manager

Billing Specialist

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Sr Contracts Specialist

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Enterprise Customer Success Manager

Join Our Talent Nest - Clinical

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General Counsel

Enterprise Field CSM (Client Success Manager)

Senior Director - Information and Cyber Security

Customer Trust Specialist

Director, Legal & Compliance

Global Special Investigator

Product Security Architect

Senior GRC Analyst

Senior Account Executive – Public Relations (High-Ticket B2B Sales)

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