Client Success Manager at Built Technologies

Nashville, Tennessee, United States

Built Technologies Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
FinTech, PropTech, ConstructionIndustries

Requirements

  • 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
  • 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
  • Preferred Experience
  • 1+ years in a FinTech or SaaS environment
  • Familiarity with the construction industry, commercial real estate, or homebuilder finance

Responsibilities

  • 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

Skills

Customer Success
Client Onboarding
Product Adoption
Account Management
Stakeholder Engagement
Customer Outreach
Success Playbooks
SMB Accounts
Mid-Market Accounts

Built Technologies

Financial and project management tools for construction

About Built Technologies

GetBuilt.com offers financial and project management software specifically designed for the construction industry. Its tools help construction contractors, lenders, and real estate developers manage project costs, process payments, and generate financial reports. The software operates on a subscription basis, allowing users to access features like electronic payment processing and lien waiver management. What sets GetBuilt.com apart from competitors is its focus on detailed job cost reporting, which is crucial for contractors tracking expenses and profitability. The company's goal is to streamline financial management in construction, making it easier for clients to handle their projects and loan portfolios.

Nashville, TennesseeHeadquarters
2016Year Founded
$274MTotal Funding
LATE_VCCompany Stage
Enterprise Software, Financial Services, Real EstateIndustries
201-500Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
401(k) Company Match
Flexible Work Hours
Parental Leave
Professional Development Budget

Risks

Emerging fintech startups pose competition to Built Technologies' market share.
Integration challenges from Nativ acquisition may disrupt Built Technologies' services.
Economic uncertainties could impact demand for Built Technologies' offerings.

Differentiation

Built Technologies offers specialized financial tools for the construction industry.
The platform provides comprehensive solutions for project costing and payment processing.
Built Technologies addresses critical pain points like lien waiver management in construction.

Upsides

Increased demand for digital payment solutions boosts Built Technologies' market potential.
Growing SaaS adoption in construction enhances Built Technologies' subscription model appeal.
Strategic investment from Citi strengthens Built Technologies' financial position.

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