Expa

Expa is where the best early-stage startups find support and funding to scale.

Customer Success Manager

Customer Success ManagerCustomer SuccessFull TimeRemoteTeam 11-50Since 2013H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

60 days ago

Salary

$60K / year

Bachelor Degree2 yrs expEnglish

Job Description

• Own relationships with a portfolio of business brokers (independent and team-based) • Run regular 1:1s and check-ins with brokers to understand their pipeline, active deals, and bottlenecks • Coordinate the rollout of broker engagement and feedback surveys; synthesize results and share insights with the team • Deliver “hard” feedback in a friendly, non-threatening way • Become an expert power user of the Iconic web app and broker workflow • Onboard new brokers: run live walkthroughs, Q&A, and follow-ups to ensure they’re fully set up • Train brokers on lead and deal management workflows • Create and maintain scalable enablement materials • Proactively monitor adoption and usage; reach out when brokers under-utilize key features or are at risk of churn • Design and run a consistent cadence of community experiences • Drive engagement across channels (Slack, Zoom, webinars, occasional in-person gatherings) • Create ongoing written content tailored to brokers • Act as the internal advocate for brokers and communicate structured feedback to product, engineering, and leadership

Job Requirements

  • 2–5+ years in Customer Success, Account Management, Community Management, Sales Enablement, or similar roles
  • Prior experience in B2B SaaS, marketplaces, or professional services strongly preferred
  • Experience running regular customer check-ins and QBRs/health reviews
  • Webinars, training sessions, or virtual events
  • Online communities (Slack/Discord, forums, membership programs) is a big plus
  • Comfort working with tools like: CRM or CRM-light platforms, Web-based customer portals / dashboards, Slack, Zoom, Loom, Notion/Google Docs, etc.
  • Bonus points for exposure to business brokerage, M&A, real estate, financial services, or legal environments
  • Experience in early-stage startups or fast-changing environments

Benefits

  • medical benefits
  • early-stage equity in the company

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