Customer Success Manager

$72,125 - $96,125/Yr

First American Financial

Full-time - Mid Level

Insurance Carriers and Related Activities

About the position

The Customer Success Manager will oversee training programs for internal teams and customers, identify training needs, and track success. This role involves managing diverse projects, driving efficiency, and improving skills to support organizational goals. The ideal candidate is a proactive, strategic thinker with experience in customer success, training, and project management, ready to deliver results and build strong relationships.

Responsibilities

• Partner with internal teams and agents to identify business challenges and develop training solutions.
• Introduce and integrate new technologies and software systems to support business goals.
• Gather business objectives from management, assess training needs, and recommend solutions.
• Develop and evaluate training metrics, track job performance, and analyze feedback to assess and improve training effectiveness.
• Conduct and facilitate general and specialized training programs for employees and external customers.
• Support and mentor new team members and travel onsite to deliver training as needed.
• Troubleshoot complex problems and apply industry knowledge to provide effective solutions.
• Build and maintain strong working relationships across teams and stakeholders.

Requirements

• Technical skillset with an understanding of software/database.
• Knowledge of real estate transactions.
• Bachelor's degree or equivalent experience, with 5-8 years in a relevant field.
• Expertise in instructional design, teaching methodologies, and effective training techniques.
• Skilled in data analysis, project management, and critical thinking to design, evaluate, and enhance training materials.
• Exceptional communication, interpersonal, and relationship-building skills.
• Highly organized and self-motivated, adept at managing long-term projects and immediate tasks.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401k
• PTO/paid sick leave
• Employee stock purchase plan