Customer Success Manager, Real Estate


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Notarize provides legal online notarizations available 24x7. Connect with licensed electronic notaries by live video call. Use any computer or smartphone.
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At Notarize, we’re pulling the future closer, bringing industries like real estate, automotive, and financial services into the digital age. We’re the first company to complete a legal online notarization, online mortgage closing, online will, online auto sale, and countless other critical transactions. We’re proud to play an integral role for our customers -- from individuals to major enterprises -- in making life’s most important moments better.  Our business has grown exponentially (over 600%!) in the past year. In September 2021 we came in at #114 on Inc.’s list of the 5000 fastest-growing companies in the nation. We raised an additional $130 million in Series D funding in March of this year -- backed by industry behemoths like Capital G/Google, Citi, and Wells Fargo -- and we recently announced a major strategic partnership with Adobe. Notarize is the pioneer and market leader in Remote Online Notarization (RON), and we’re building the team that will operate a critical platform in tomorrow’s fully-remote economy. Come join us! Notarize is proud to be a fully-distributed, remote-first team. Employees can work from anywhere in the United States -- all 50 states and D.C too.

Our Customer Success organization is divided into Real Estate and Business. A Real Estate Customer Success Manager understands big picture business objectives and contributions to team and company objectives; seeks to understand customers' business, workflows and desired outcomes to be able to measure and iterate on successes; executes against individual and team goals through helpful, collaborative work. 
A day in the life of a Real Estate CSM might include a morning internal call with an Enterprise Account Executive to strategize on a customer renewal conversation later in the week, an early afternoon sync with Product and Solutions team members about an upcoming beta program, followed by a weekly session with the larger Real Estate Customer Success team to talk through wins, challenges and opportunities we’re seeing with our partners. Variety is the name of the game, though, and at this growth stage, you will have plenty of opportunities to get involved in areas of need and interest.

What you’ll do as a Real Estate Customer Success Manager at Notarize:

  • Manage customer relationships, engaging proactively through regular reporting calls, focused on uncovering the ‘why’ to drive strategic value 
  • Develop an intimate understanding of the customer’s business and key goals
  • Guide and project manage the customer onboarding experience
  • Partner with internal stakeholders across solutions, sales, marketing, notary ops, and product, to ensure the smoothest possible customer experience
  • Run point on customer escalations and pulling in executive resources as needed
  • Analyze data and drawing insightful recommendations for customers
  • Deeply understand industry best practices and working independently to develop additional best practices to solve customer needs
  • Understand competitive products and speaking to product differences that spotlight Notarize

What we’re looking for:

  • 3+ years client management experience at a software company, agency, or management consultancy
  • Experience working directly with lenders, title companies, and real estate clients
  • A knack for building deep customer relationships, up to and including the c-level
  • Excellent problem solving and critical thinking skills with an aptitude for learning new technologies
  • Demonstrated ability to own a strategic or ENT book of business, and manage competing priorities with a strict attention to detail
  • A verifiable track record of consistently meeting and exceeding goals
  • Someone passionate about your customers’ experience and the experience of their signers
  • A creative problem-solver who is willing and able to embrace challenges
  • A natural leader who enjoys teaching and coaching others

Some of our benefits:

  • Competitive salaries & equity
  • Heavily subsidized medical, dental, and vision
  • 401k with 4% match
  • Unlimited PTO & flexible work schedules
  • Fully-distributed team: work from anywhere in the U.S.
  • Paid parental leave
  • Annual budget for personal learning & development
  • Small, cross-functional teams
  • Strong emphasis on collaboration & mentorship
  • Paid lunches (through Grubhub) + regular Lunch & Learn sessions

Our core values:

  • Solve Problems That Matter: We serve some of the most important moments in people's lives. It's a responsibility we embrace by focusing obsessively on the issues that will have a quantifiable impact on our customers and our company growth. 
  • Yes Before No: We are optimistic about our ability to change lives by transforming outmoded processes. We believe our efforts can create a better future, and it is our attitude that will allow us to pull that future closer.  
  • Start With Why: We don't presume to understand the intentions of the people around us, whether coworkers or customers. We ask honest questions and listen to feedback in order to gain insight, build trust, and create memorable experiences. 
  • Stamp Together: We create a strong team and a welcoming workplace by valuing diverse perspectives. Every role in our organization is supported and valued equally, without regard to location or background.

Notarize is committed to building an inclusive environment for people of all backgrounds and everyone is encouraged to apply. We are an equal opportunity employer and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We'd love to hear from you. 
Job region(s): Worldwide/Anywhere
Job stats:  6  1  0
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