Customer Success Manager – PropTech (SaaS)

Company: Chapman Tate Associates
Apply for the Customer Success Manager – PropTech (SaaS)
Location: Bath
Job Description:

We are looking for a Customer Success Manager to build strong client relationships, drive platform adoption, and ensure customers achieve maximum value from our solutions. You will act as a trusted advisor, supporting customers throughout their journey and helping them achieve their business objectives through effective use of the platform.

Key Responsibilities

  • Serve as the primary day-to-day contact for a portfolio of customers, building trusted relationships with key stakeholders and maintaining a strong understanding of their goals, challenges, and priorities.
  • Lead customer onboarding activities, ensuring a smooth transition from implementation to ongoing platform adoption and success.
  • Deliver regular customer check-ins, strategic reviews, and training sessions to drive engagement, platform utilisation, and customer satisfaction.
  • Monitor customer health metrics, product usage, and engagement trends to proactively identify risks, address concerns, and support long-term success.
  • Act as the voice of the customer internally, working closely with Product, Support, Operations, and Delivery teams to resolve issues and improve the customer experience.
  • Provide guidance and best practice recommendations to help customers optimise processes and maximise the value they receive from the platform.
  • Develop and maintain customer success plans, documenting objectives, milestones, and progress against agreed outcomes.
  • Identify customer challenges and coordinate internal resources to ensure timely and effective resolution.
  • Gather and communicate customer feedback to support continuous product and service improvements.
  • Support customer retention through proactive engagement and relationship management; however, this role does not have responsibility for contract renewals, commercial negotiations, or upsell activities, which are managed by the relevant commercial teams.

Skills & Experience

  • Experience in Customer Success, Account Management, Client Services, or a similar customer-facing role.
  • Strong relationship-building and stakeholder management skills.
  • Excellent communication, presentation, and problem-solving abilities.
  • Experience working in a SaaS or technology environment preferred.
  • Ability to manage multiple customer relationships and priorities simultaneously.
  • A customer-centric mindset with a passion for delivering exceptional service.

Success Measures

  • Customer satisfaction and advocacy.
  • Platform adoption and engagement.
  • Achievement of customer objectives and outcomes.
  • Customer health and retention metrics.
  • Successful onboarding and ongoing customer engagement.

What We Offer

  • 25 days annual leave, plus bank holidays
  • Company pension scheme (Aegon)
  • 1 paid volunteer day per year
  • Season ticket loan
  • Cycle to Work scheme
  • Electric vehicle salary sacrifice scheme
  • Private medical insurance
  • Quarterly team socials and company events
  • A collaborative and supportive working environment
  • Opportunities for professional development and career growth

Posted: June 2nd, 2026