Customer success manager Jobs in Houston, TX

Job Description

Job Description

About InvestNext

Simplifying real estate investment, amplifying opportunity, built to scale.

At InvestNext, we’re building a connected real estate investment management platform that gives GPs and Investor Relations teams the essential tools to cultivate strong investor relationships, reduce administrative expenses, and grow portfolios.

Inspired by our Detroit roots, we’re democratizing real estate investing for all,  and   reshaping the future with the same grit and bold vision that has driven Detroit’s resurgence. For us, democratizing real estate investing is more than just a mission—it’s a movement. We're creating accessible pathways for everyone to engage in wealth-building opportunities, transforming how people invest and secure their futures.

A mission focused on real transformation.  We’re building a diverse team that’s passionate about our culture, our product, and our purpose. Joining us isn’t just about a job—it’s about aligning with a movement that combines professional growth with genuine community change. Here, you’re not just building a career; you’re helping redefine the future of real estate investing.

J oin the movement.

Customer Success Manager

As a Customer Success Manager (CSM), you will play a key role in driving customer retention and satisfaction by proactively managing a portfolio of accounts. You will serve as a strategic advisor, helping customers maximize the value of their InvestNext subscription, ensuring a seamless customer journey, and identifying opportunities for growth. The ideal candidate will have a customer-centric mindset, strong relationship-building skills, and the ability to balance proactive engagement with problem-solving.

Who We Are

The CXAM team at InvestNext is responsible for fostering strong customer relationships, driving renewals, and expanding revenue through strategic engagement. We prioritize customer retention and satisfaction, ensuring our customers achieve their investment management goals while maximizing their use of the platform.

In this role, you will

Drive Customer Success & Retention :

• Own the post-sales customer journey, ensuring customers achieve their desired outcomes.
• Proactively engage with customers through check-ins, QBRs, and personalized outreach.
• Address potential churn risks by identifying warning signs early and executing mitigation strategies.

Expand Revenue Opportunities :

Build & Maintain Strong Customer Relationships :

Leverage Data & Tools for Success :

Collaborate Across Teams :

If you're right for this role, you will

Our Tech Stack

Metrics That Matter

Compensation

We’re committed to paying fairly and competitively, and utilize market data as a starting point when developing total compensation for all roles. We consider skill requirements, role responsibilities, pay equity, and our company’s sustainability to develop our standardized salary bands across the company.

Benefits

Salary

In addition to our robust benefits, cash compensation for this role is a combination of salary and performance-based bonuses. We believe in recognizing and rewarding exceptional performance with uncapped bonuses.

Base salary is determined with the consideration of experience and role expectations, in alignment with our salary bands. The salary for a Customer Success Manager ranges from $90,000 to $100,000 per year for this mid-level role. Additionally, this role qualifies for quarterly bonuses based on KPI performance, with accelerators to reward exceeding performance targets.

Equity Grant

As a reflection of our core principle See it, Own it, we believe ownership empowers folks to do their best work and be fulfilled with real outcomes. All employees receive an equity grant in alignment with standardized allocations to remove bias in our grant process.

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