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Client Success Manager

Nashville (Hybrid)

COMPANY OVERVIEW 

About Built

Built is the AI-powered platform transforming the way real estate is financed, developed, and managed. Purpose-built for real estate and construction, Built began by fixing construction draw management for lenders and has grown into a comprehensive operating system addressing some of the industry’s most complex challenges. Through its connected product suite, Built enables stakeholders to finance, develop, build, own, and operate smarter—all in one place. The platform brings together loans, deals, portfolios, payments, inspections, and collaboration to deliver faster execution, greater transparency, efficiency, and trust across the industry.

Today, Built is a partner to more than 350 lenders, over 80,000 borrowers and owners, and thousands of contractors, powering 86,000 active projects valued at more than $300 billion. Learn more at getbuilt.com:

We are seeking a Client Success Manager (CSM) – Level 1 to support our Essential clients in a one-to-many model. This role is ideal for someone who is passionate about helping clients succeed, eager to grow in a customer-facing role, and excited to work in a scalable, data-driven client success environment.

You’ll work closely with clients post-implementation to ensure ongoing value, deliver targeted outreach, and support adoption across key features. As a Level 1 CSM, you’ll follow established playbooks and processes, receive guidance from experienced team members, and contribute to client outcomes across a portfolio of SMB and Mid-Market accounts.

In this Role, You Will:

  • 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.

Who You Are:

  • 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.

Qualifications:

  • 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.

Preferred Experience:

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

Why Join Us?

  • Be part of a mission-driven, collaborative Client Success team.
  • Gain hands-on experience with client engagement, product adoption, and lifecycle management.
  • Learn and grow within a company that values scalable success and career development.
  • Competitive compensation and benefits in a fast-growing company.

Built’s salary range for this position is $65,000 - 75,000 USD per year. The pay range is designed to accommodate upward mobility in the role, therefore it encompasses the full span of proficiency levels for this role and we believe that the midpoint of the range is competitive in the market. Salary is just one component of Built's total compensation package for employees. Your total rewards package at Built will include equity, top-notch medical, dental and vision coverage, an unlimited PTO policy, and other benefits.

Perks:

  • The rare opportunity to radically disrupt a $1.5T industry
  • Competitive benefits including: uncapped vacation, health, dental & vision insurance
  • 401k with match and expedited vesting 
  • Robust compensation package, including equity in the form of stock options  
  • Flexible working hours, paid family leave, ERGs & Mentorship opportunities 
  • Learning grant program to support ongoing professional development

Built brings together passionate people who are driven in a variety of disciplines, each bringing their unique perspective to everything they do. 

We’re committed to building a safe, inclusive workplace where every employee can succeed, and we recruit, hire, and promote fairly - without bias based on race, color, religion, sex, sexual orientation, gender identity, marital status, veteran status, or any other characteristic protected by law.

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When you apply to a job on this site, the personal data contained in your application will be collected by Built Technologies (“Controller”). Your personal data will be processed for the purposes of managing Controller’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes.

Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by Controller to help manage its recruitment and hiring process on Controller’s behalf.

Your personal data will be retained by Controller as long as Controller determines it is necessary to evaluate your application for current or future employment. You have the right to request access to your personal data, to request that your personal data be rectified or erased, and to request that processing of your personal data be restricted. You also have to right to data portability.

If you would like to contact Controller to ask questions surrounding processing of your personal data or to make a request, you can send an email to privacy@getbuilt.com.

For California residents: Please note that Controller does not sell your personal data or share it with third parties outside of Greenhouse Software, Inc.

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