Customer Success/Account Manager, SaaS & Property ManagementCompany: ManageCasa, Inc. | Powered by Minii AI
Location: San Francisco, CA (Preferred)
Employment Type: Full-Time
Work Arrangement: Hybrid and 4 days per week required in our San Francisco office
About the RoleManageCasa is seeking an experienced,
sales-driven Customer Success/Account Manager with strong communication skills, proven SaaS sales experience, and knowledge of property management or HOA/community association management.
This role combines customer relationship management with revenue growth. You will help existing customers succeed with ManageCasa and Minii AI while actively driving renewals, upselling, cross-selling, and account expansion.
This is not a traditional customer support role. We are looking for someone who is confident speaking with customers, understands their business needs, can demonstrate software solutions, and has the ability to negotiate and close sales opportunities.
Candidates with experience at
AppFolio, FRONTSTEPS, Enumerate, Buildium, Vantaca, CINC Systems, or Yardi are strongly encouraged to apply.
Key ResponsibilitiesCustomer Success & Relationship Management- Build strong, long-term relationships with existing customers, including HOA boards, community association managers, and property management companies.
- Understand customer goals, challenges, and opportunities for improvement.
- Conduct regular account reviews, product demonstrations, training, and customer check-ins.
- Increase adoption of ManageCasa features and Minii AI capabilities.
- Proactively address concerns, improve customer satisfaction, and reduce churn.
Sales, Upselling & Account Growth- Identify and close upselling, cross-selling, and account expansion opportunities.
- Recommend additional ManageCasa products, features, integrations, and services based on customer needs.
- Present solutions, communicate business value, discuss pricing, negotiate, and close deals.
- Manage renewals and proactively identify opportunities for contract upgrades.
- Meet assigned revenue growth, customer retention, and renewal targets.
- Maintain accurate account information, sales activities, and pipeline opportunities in HubSpot CRM.
Customer Communication & Engagement- Communicate professionally and confidently by phone, video, and email.
- Deliver engaging software demonstrations and presentations.
- Write customer newsletters, product announcements, feature updates, and follow-up communications.
- Collaborate with Sales, Product, Marketing, and Support teams.
- Identify customers for testimonials, case studies, referrals, and success stories.
Required Qualifications- 3+ years of experience in SaaS Account Management, Customer Success, or customer-facing software sales.
- Proven success in upselling, cross-selling, renewals, and account expansion.
- Excellent verbal and written communication skills.
- Strong sales, negotiation, presentation, and objection-handling abilities.
- Confidence engaging with customers and identifying business opportunities.
- Ability to explain software features and demonstrate their value.
- Experience with CRM systems such as HubSpot or Salesforce.
- Strong organizational skills, initiative, and consistent follow-through.
- Results-oriented mindset with the ability to meet revenue targets.
- Availability to work full-time, including 4 days per week in our San Francisco office.
Preferred Qualifications- Experience in property management software, HOA management, or community association management.
- Previous experience with AppFolio, FRONTSTEPS, Enumerate, Buildium, Vantaca, CINC Systems, or Yardi.
- Knowledge of HOA accounting, AP/AR, payments, maintenance, and property management workflows.
- Experience selling SaaS upgrades, add-on services, and AI-powered solutions.
- Experience managing a portfolio of customer accounts and driving account growth.
How Success Is Measured- Revenue Growth: Achieve upselling and cross-selling targets.
- Customer Retention: Maintain high renewal rates and reduce churn.
- Account Expansion: Increase revenue and product adoption across existing accounts.
- Customer Satisfaction: Build trusted relationships and deliver a positive customer experience.
- Customer Engagement: Generate customer testimonials, success stories, and referrals.
- CRM Management: Maintain accurate customer records, account activity, and revenue forecasts.
