Customer Success Manager (Wegowise)

Appfolio Boston , MA 02298

Posted 4 weeks ago

Hi, We're AppFolio.

We're innovators, changemakers, and collaborators. We're more than just a software company we're a cloud-based powerhouse that creates products to make our customers' lives easier. We're revolutionizing the way people do business, and we want your ideas, your enthusiasm, and your passion to help us keep on innovating.

We love where we work, and you can, too.

To find out more about what AppFolio has to offer, check out

What We're Looking For:

WegoWise by AppFolio is looking for a Customer Success (CS) Manager to ensure customer satisfaction for our growing customer base. This role ensures customer satisfaction by engaging post-contract closing and throughout the duration of the subscription period with onboarding, data analysis, technical support, product training and additional processes. CS Managers maximize customer lifetime value and perform proactive outreach to existing customers throughout the duration of the subscription period. Primary success metrics are retention of existing revenue, contract expansion, and platform utilization.

What You'll Do:

  • Proactively manage a portfolio of assigned accounts so that customers achieve their business objectives for purchasing WegoWise's platform

  • Manage the renewal process, collaborating with Sales and Marketing to identify customer expansion opportunities

  • Effectively onboard customer building and utility information into WegoWise's platform

  • Conduct regular consultative calls to increase platform utilization and customer satisfaction

  • Perform customer training for multiple stakeholders* via GoToMeeting

  • Manage opportunity tracking and reporting in Salesforce for stage tracking and internal revenue reporting

  • Build and maintain key relationships across customer organizations, including C-Suite, asset managers, financial analysts, underwriters, sustainability professionals, and consultants

  • Monitor insights within customer accounts and identify opportunities to drive deeper engagement in customer efficiency and reporting goals

  • Showcase customer success and develop customer advocates for WegoWise market development

  • Effectively and quickly solve ad hoc customer issues, requests, and questions

  • Assist with special projects when applicable to skills and bandwidth

  • Provide continuous customer feedback to Product, Marketing, and Engineering

  • Adopt and contribute to best practices and process improvements when applicable

  • Please note, the job may include some travel for in-person training or onboarding

What You'll Need to Know:

  • Bachelor's degree

  • 2-4 years of professional experience working in a customer-facing role

  • Experience in a startup or a company focused on data/analytics

  • Interest in energy efficiency, real estate, mortgage lending, utility or building management, sustainability, power sectors, a plus

  • Strong problem-solving and analytical skills. Technical aptitude and ability to learn web applications and software platforms

  • Intermediate to expert skills in Microsoft Suite, Salesforce and/or other CRM platforms

  • A constant and self-imposed drive to exceed goals

  • Well-organized and able to manage and prioritize multiple accounts and assignments simultaneously

  • Adapt well to frequently changing systems and workloads, creative and flexible, and can thrive in a fast-paced environment

  • Excellent written and verbal communication skills

Our Story

AppFolio (NASDAQ: APPF) was founded in 2006 with the mission to revolutionize vertical industry businesses by providing great software and service. Our easy-to-use, cloud-based software helps our customers more effectively market, manage, and grow their businesses. Today our software solutions exist in two verticals including the real estate (AppFolio Property Manager, AppFolio Property Manager PLUS, and AppFolio Investment Manager) and legal (MyCase) industries.

To find out more about what AppFolio has to offer, check out

At AppFolio, we value diversity in backgrounds and perspectives and depend on it to drive our innovative culture. That's why we're a proud Equal Opportunity Employer, and we believe that our products, our teams, and our business are stronger because of it. This means that no matter what race, color, religion, sex, sexual orientation, gender identification, national origin, age, marital status, ancestry, physical or mental disability, or veteran status, you're always welcome at AppFolio. To help us better accommodate any special needs you may have, please fill out this form.

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Customer Success Manager (Wegowise)