Client Success Specialist, Dedicated Account

Client Success Specialist, Dedicated Account Join to apply for the Client Success Specialist, Dedicated Account role at PlanOmatic About PlanOmatic PlanOmatic provides quality photography, floor plans and 3‑D imagery to the single‑family rental industry with speed and at scale nationwide. With a network of photographers across the U.S., we serve property‑management companies and single‑family rental owners/operators. As a client‑centric company, we offer integrations and business intelligence for our partners to streamline their operations and marketing workflow. Our mission is to help one million people find their first home, while continuously improving our solutions to lead innovation in the real‑estate industry. Inc. 5000 honoree for fastest‑growing privately held companies in the U.S. (2015‑2018) Denver Business Journal Small Business (20‑29 employees) Award Winner (2016) Colorado Companies to Watch honoree (2018) HousingWire Tech100 Real Estate honoree (2020) Culture & Values PlanOmatic’s culture is centered around creating a safe and supportive environment at work. We continuously invest in platforms for employee‑led initiatives focused on Health & Wellness, Diversity & Inclusion, Sustainability, and Philanthropy. We celebrate BIPOC, women, LGBTQ+ community members, and other marginalized groups, and are committed to fostering an environment of diversity, equity, inclusion, and belonging. About the Position PlanOmatic is looking for a Client Success Specialist to join our Client Success team, focused exclusively on supporting our largest enterprise account. This role will work with our Enterprise Client Success Manager and ensure that our largest client receives consistent, high‑quality support that strengthens relationships and drives retention. Unlike Client Support Specialists who manage the ticketing pipeline, this role is dedicated to relationship‑focused, proactive client success and special project management. This is a remote opportunity available only in the Philippines. Reports To Client Success Manager Schedule Monday ‑ Friday, 8 am ‑ 5 pm MST (USA) Role Description & Responsibilities Client Success – Manage daily communications for our largest client, responding quickly to requests, questions, and needs. Maintain a proactive approach and communicate often and clearly when there are opportunities to improve the client experience. Act as the point person for tactical account support and partner with the Client Success Manager to execute account strategy and meet performance objectives. Client Meetings – Participate in client‑facing meetings with the Client Success Manager. Account Health & Performance – Review account data and performance metrics regularly. Communicate directly with the client regarding account health while receiving direction from the Client Success Manager. Create and modify account‑specific reports highlighting health and performance. Client Standards & Expectations – Act as the subject‑matter expert on the client’s standards and guidelines, ensuring that expectations are met. Quality Assurance – Serve as the internal QA resource for the largest client, identifying order issues and spearheading corrections in a timely manner, per the client specifications. Work with the post‑production team to ensure seamless order delivery. Client Support – Work closely with Client Support and Operations teams to drive corrective actions for enterprise clients. Coordinate internally to address enterprise client needs and ensure consistent communication and service delivery. CRM Utilization – Use HubSpot to manage client interactions and track updates. Client Centricity – Advocate for the client, capture feedback, and communicate requests to cross‑departmental stakeholders. Continuously observe how clients use PlanOmatic and identify areas for improvement. Special Projects – May be asked to work on special projects that arise within the team. Innovation & Workflow Automation – Identify opportunities to streamline processes and advocate for improvements. Qualifications Fluency in English, both verbal and written. Ability to consistently work in the Mountain Standard Time Zone (USA) – hours 8 am – 5 pm. Consistent access to high‑speed internet and reliable equipment (laptop with a working camera and audio). 2+ years of client‑facing or account support experience (Enterprise SaaS or services industry preferred). Strong problem‑solving and communication skills. Strong sense of urgency and proactivity. Prior experience in a client‑facing role. Ability to multitask and manage priorities in a fast‑paced environment. Detail‑oriented with a proactive approach to client support. Familiarity with project management platforms (ClickUp, Asana, Monday.com, etc.) is a plus. Interview Process 30‑minute call with Head of People Take‑home exercise 1‑hour interview with Client Support Manager and Head of People 30‑minute interview with Director of Client Success & Operations Benefits A culture that supports and celebrates a healthy work‑life balance for everyone 6 sick days per year 20 days of PTO annually Bonusly rewards program for celebrating and being celebrated with colleagues Compliance with all local and national Philippine employment laws and regulations, ensuring fair employment practices and statutory benefits for all employees #J-18808-Ljbffr