Client Success Manager

COMPANY OVERVIEW

About Built

Built is the AI-powered platform transforming the way real estate is financed developed and managed. Purpose-built for real estate and construction Built began by fixing construction draw management for lenders and has grown into a comprehensive operating system addressing some of the industrys most complex challenges. Through its connected product suite Built enables stakeholders to finance develop build own and operate smarterall in one place. The platform brings together loans deals portfolios payments inspections and collaboration to deliver faster execution greater transparency efficiency and trust across the industry.

Today Built is a partner to more than 350 lenders over 80000 borrowers and owners and thousands of contractors powering 86000 active projects valued at more than $300 billion. Learn more at :

• Life At Built & Habitat Build
• Series D Financing Round
• Built Recognized in Two American Business Award Categories
• Built Secures Investment from Citi

We are seeking a Client Success Manager (CSM) Level 1 to support our Essential clients in a one-to-many model. This role is ideal for someone who is passionate about helping clients succeed eager to grow in a customer-facing role and excited to work in a scalable data-driven client success environment.

Youll work closely with clients post-implementation to ensure ongoing value deliver targeted outreach and support adoption across key features. As a Level 1 CSM youll follow established playbooks and processes receive guidance from experienced team members and contribute to client outcomes across a portfolio of SMB and Mid-Market accounts.

In this Role You Will:

• Provide post-onboarding support for clients using standardized success playbooks.
• Monitor and drive product adoption of key stakeholders on key features through scalable training webinars and educational content.
• Execute one-to-many engagement strategies such as newsletters webinars office hours and product discovery outreach to promote adoption and feature utilization.
• Create and maintain scalable resources (e.g. FAQs how-to guides onboarding materials) to address common client questions and improve self-service.
• Assist with basic business reviews to track progress uncover opportunities and support renewal readiness.
• Analyze client usage activation and health data to identify trends and guide proactive outreach.
• Conduct discovery for basic professional service needs and refer clients for deeper support (e.g. workflow reviews) when appropriate.
• Facilitate referral testimonial and marketing outreach activities across your portfolio.
• Collaborate with internal teams to share insights and enhance scalable processes.
• Maintain accurate and up-to-date client records in Salesforce and other internal systems.

Who You Are:

• Naturally curious and eager to learn about client needs and product solutions.
• Comfortable working in a fast-paced high-volume environment where automation and scale are key.
• A strong communicator and relationship builder who enjoys helping others succeed.
• Organized proactive and excited to grow your client success career in SaaS or FinTech.

Qualifications:

• 2 years of professional experience in a client-facing role or demonstrated transferable skills.
• Strong analytical skills to interpret client data and develop actionable insights.
• Excellent written and verbal communication time management and organizational skills.

Preferred Experience:

• 1 years in a FinTech or SaaS environment.
• Familiarity with the construction industry commercial real estate or homebuilder finance

Why Join Us

• Be part of a mission-driven collaborative Client Success team.
• Gain hands-on experience with client engagement product adoption and lifecycle management.
• Learn and grow within a company that values scalable success and career development.
• Competitive compensation and benefits in a fast-growing company.

Builts salary range for this position is $65000 - 75000 USD per year. The pay range is designed to accommodate upward mobility in the role therefore it encompasses the full span of proficiency levels for this role and we believe that the midpoint of the range is competitive in the market. Salary is just one component of Builts total compensation package for employees. Your total rewards package at Built will include equity top-notch medical dental and vision coverage an unlimited PTO policy and other benefits.

Perks:

• The rare opportunity to radically disrupt a $1.5T industry
• Competitive benefits including: uncapped vacation health dental & vision insurance
• 401k with match and expedited vesting
• Robust compensation package including equity in the form of stock options
• Flexible working hours paid family leave ERGs & Mentorship opportunities
• Learning grant program to support ongoing professional development

Built brings together passionate people who are driven in a variety of disciplines each bringing their unique perspective to everything they do.

Were committed to building a safe inclusive workplace where every employee can succeed and we recruit hire and promote fairly - without bias based on race color religion sex sexual orientation gender identity marital status veteran status or any other characteristic protected by law.

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