ManageCasa Inc. Logo

ManageCasa Inc.

Customer Success/Account Manager

Posted One Month Ago
Be an Early Applicant
In-Office
San Francisco, CA, USA
Entry level
In-Office
San Francisco, CA, USA
Entry level
Manages existing customer relationships, onboarding, training, product demonstrations, account reviews, renewals, retention, and expansion. Identifies customer needs, resolves concerns, monitors account health and adoption, and recommends relevant products or upgrades. The role also supports upselling, cross-selling, pricing discussions, CRM maintenance, and customer communications including newsletters and product updates.
The summary above was generated by AI
Customer Success/Account Manager, SaaS & Property Management

Company: 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 Role

ManageCasa 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.

Why Join ManageCasa?

ManageCasa is transforming HOA and property management with an intuitive, all-in-one software platform powered by Minii AI.

Join a growing technology company where you can build meaningful customer relationships, introduce innovative AI-powered solutions, and directly contribute to customer success and company revenue growth.

If you are a results-driven SaaS Account Manager with strong sales experience, excellent communication skills, and knowledge of property management, we would love to hear from you.


HQ

ManageCasa Inc. San Francisco, California, USA Office

44 Tehama Street, San Francisco, CA, United States, 94105

Similar Jobs

19 Days Ago
In-Office
Milpitas, CA, USA
Entry level
Entry level
Software
Manage enterprise customer relationships from implementation onward, helping clients maximize product value, adoption, renewals, and expansion. Build relationships with champions and executives, conduct success reviews, support onboarding, identify use cases, maintain customer health, educate users, communicate product insights, and collaborate with sales on renewals and growth.
One Month Ago
Remote or Hybrid
United States
110K-150K Annually
Senior level
110K-150K Annually
Senior level
Cloud • Digital Media • Enterprise Web • Marketing Tech • Software
Own strategic customer relationships by leading onboarding, implementation, adoption, account health, workflow optimization, AI enablement, and expansion efforts. Translate customer requirements into scalable ClickUp workflows, templates, integrations, automations, and AI agents. Monitor usage and business outcomes, conduct workflow discovery, provide training and change management, and collaborate with Sales, Product, Engineering, and Support to drive renewals, growth, and measurable customer value.
Top Skills: Ai AgentsClickupDashboardsGenerative AiIntegrationsPrompt DesignWorkflow Automation
One Month Ago
Hybrid
San Francisco, CA, USA
160K-190K Annually
Senior level
160K-190K Annually
Senior level
Software
Manage enterprise customers using Zip’s procurement platform, defining business outcomes, driving adoption, advising stakeholders, managing account health, and partnering with product and engineering on solutions. The role includes customer enablement, procurement workflow optimization, renewal support, relationship building across business functions, and continuous improvement of Customer Success processes and assets.
Top Skills: B2B SaasClmCoupaErpGrcHrisJIRALow-Code/No-Code Workflow ToolsNetSuiteServicenowWorkday

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account