Customer Success Executive

Role Summary Responsible for generating upsell opportunities, keeping customers informed on order status, and identifying new association-level sales opportunities.

Key Responsibilities

• Make outbound calls to customers for upselling additional services.
• Explain upsell offerings clearly and convert leads into sales.
• Provide timely updates to customers on the status of upsell orders.
• Maintain accurate records of upsell activities and customer interactions.
• Identify and approach new apartment associations for potential sales opportunities.
• Coordinate with internal teams to ensure smooth execution of upsell services.

Skills Required

• Good communication and persuasion skills
• Customer handling and follow-up ability
• Basic CRM or tracking knowledge
• Sales-oriented mindset
• Ability to identify and close new opportunities

Preferred

• Experience in real estate or service sales
• Comfortable with calling and field coordination