Jobs at 8020REI (Now Hiring) — 2 open

🚀 What is 8020REI? 🤔

8020REI is a pioneering B2B data and SaaS platform that empowers professional real estate investors to generate consistent leads from Cold Call, SMS, and Direct Mail without spending more. We leverage AI, machine learning, and advanced analytics to identify homeowners likely to sell at a discount, and we use a proven strategy to maximize our clients' ROI. As part of our network, we also operate alongside three sister companies: DMForce, 8020Recruit, and 8020CRM, each contributing specialized services to the real estate sector.

Core Values at 8020REI:

• Find a Better Way: We dig until we understand the real problem, then improve or innovate to solve it. Focused on the 20% that drives the biggest result.

• Have Each Other's Back: We work as a team. We support, step in, and go the extra mile to create a great experience for each other and our clients.

• Honor Your Word: We honor our promises, hold ourselves accountable, and do the right thing even when nobody’s looking.

• Own Your Growth: We're obsessed with personal growth and take pride in the work we deliver. Intrinsically motivated, we hold ourselves to a high standard and never coast.

• Bring Your A-Game: We take care of our recovery, health, and family time, and that’s why we show up focused, energized, and ready to perform at our best.

🎯 Job Summary:

As a Customer Success Manager (CSM), you will serve as a strategic partner to a portfolio of high-value clients, leveraging strategic thinking to architect success roadmaps that drive measurable business outcomes and revenue expansion. This role demands exceptional relationship management to build a trusted advisor status, while using persuasive communication to influence stakeholders and position our solutions as mission-critical enablers. You will analyze client objectives, competitive landscapes, and usage patterns to identify proactive growth opportunities, quantify ROI, and orchestrate cross-functional resources to deliver transformative outcomes that maximize long-term retention.

You will not just manage accounts; you will be responsible for delivering clear, strategic, and tactical recommendations to sophisticated clients, often with decades of industry experience. Your success will be measured by your ability to increase customer value and improve retention rates across your portfolio. You will also oversee a dedicated mini-team of analysts to ensure swift and effective resolution of all client requests and tickets.

💡 Key Responsibilities

• Strategic Client Management & Growth: Proactively manage and nurture a portfolio of high-value clients, consistently delivering strategic and tactical recommendations that drive their business growth and strengthen their competitive advantage.

• Persuasive Client Engagement: Schedule and lead quarterly business reviews (QBRs) and monthly strategic performance calls, proactively identifying issues before they escalate. You must be able to confidently present key insights, address client concerns with data-driven solutions, handle objections with persuasive communication, and guide clients to adopt industry-leading marketing and data best practices that accelerate their business outcomes.

• Retention & Advocacy: Develop and execute customer retention strategies, implementing initiatives that demonstrably enhance the overall customer experience and promote the adoption of new features and services.

• Team Leadership & Service Operations: Schedule and lead quarterly business reviews (QBRs) and monthly strategic performance calls, proactively identifying issues. Present key insights confidently, handle objections with persuasive communication, and guide clients to adopt industry-leading best practices. Lead a mini-team of analysts to resolve client requests efficiently while collaborating with product teams to drive platform improvements.

• Performance Monitoring & Reporting: Lead quarterly business reviews (QBRs) and monthly strategic performance calls, proactively identifying issues and preventing low engagement. Present insights confidently, handle objections, and guide clients to adopt best practices. Manage an analyst team while collaborating with the product on improvements. Monitor key metrics (retention, churn) and report red flags to senior management.

✅  Qualifications:

• Proven CSM Experience: Minimum of 4 years of direct experience as a Customer Success Manager or Key Account Manager, specifically managing a portfolio of high-value/enterprise-level clients.

• Retention-Focused KPI: Demonstrated ability to improve customer retention rates and NPS, with retention as a core KPI in previous roles.

• Persuasive Communication: Exceptional interpersonal, written, and verbal communication skills. Must possess a high degree of persuasiveness, confidence, and presence when engaging with senior-level clients to handle objections and drive decision-making effectively.

• Strategic & Tactical Acumen: The intellectual capacity and business acumen to provide both high-level strategic and actionable tactical recommendations that align with client business objectives

• Execution and Adaptability: A proactive mindset, creative problem-solving skills, and the ability to thrive in a demanding, fast-paced environment by managing a team, multitasking effectively, and demonstrating thorough attention to critical details.

• Bilingual: Proficiency in Spanish and English is highly valued.

• Consulting Background (Strong Plus, not mandatory): Experience in consulting — or a mix of CSM and consulting roles — is highly valued. Candidates who have worked across multiple organizations and industries bring a broader set of tools: data interpretation, strategic proposals, execution, and the ability to challenge clients constructively. If you have built recommendations from scratch, managed multiple stakeholders, and driven results without being handed a playbook, we want to hear from you.

Why Join Us?

At 8020REI, you’ll play a key role in shaping the future of CSM for the real estate investment industry. As a Customer Success Manager, you’ll have the opportunity to work with cutting-edge technologies and collaborate with a dynamic team passionate about innovation and results.

📝 What We Offer:

• Competitive Base Compensation

• Profit Share Bonus

• Flex PTO (up to 26 days per year)

• Home Office Upgrade Bonus

• HMO Bonus

• Full-time Remote Work

• Opportunity for growth and team-building potential

• Ongoing support and budget to develop new skills

Join us at 8020REI and contribute directly to revolutionizing the real estate investment landscape!