Client Success Specialist, Dedicated Account

Overview

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 to ensure that our largest client is receiving consistent, high‑quality support that strengthens relationships and drives retention. This role is dedicated to relationship‑focused, proactive client success and special project management.

About PlanOmatic

PlanOmatic provides quality photography, floor plans and 3D to the Single-Family Rental industry with speed and at scale, nationwide. With a network of photographers across the US, PlanOmatic serves property management companies and single-family rental owners/operators. As a client-centric company, PlanOmatic offers integrations and business intelligence for its partners to streamline their operations and marketing workflow. With a mission to show 1 million people their home for the first time, PlanOmatic continuously improves its solutions to lead innovation in the real estate industry.

• Inc. 5000 honoree for fastest-growing privately held companies in the U.S in 2015, 2016, 2017 and 2018.
• Denver Business Journal Small Business (20-29 employees) Award Winner in 2016.
• Colorado Companies to Watch honoree in 2018.
• HousingWire Tech100 Real Estate honoree in 2020.

PlanOmatic's culture is centered around creating a safe and supportive environment at work. We continuously provide and invest in platforms for employee-led initiatives focused on Health & Wellness, Diversity & Inclusion, Sustainability, and Philanthropy to encourage our team to continue to grow personally and professionally.

We are a place where BIPOC, women, members of the LGBTQ+ community, and other marginalized groups are celebrated. We are proud of the inclusive working space we have created for all of our staff. Our company will always be 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 is receiving 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.

The ideal candidate is detail-oriented, highly organized, and committed to delivering exceptional client experience while also providing strong support and partnership to our internal team.

This is a remote opportunity - available only in the Philippines.

Reports to: Client Success Manager

Schedule: Monday - Friday, 8am - 5pm MST (USA)

Role Structure: This is a remote opportunity - available only in the Philippines.

Role Description & Responsibilities

• Client Success - Manage daily communications for our largest client, responding quickly to requests, questions, and needs. Maintain a proactive approach to Client Success, communicating often and clearly when there are opportunities to address and improve this client’s experience. Work directly with our largest client as a point person for tactical account support. Partner with our Client Success Manager to execute account strategy and meet account performance objectives.
• Client Meetings - Participate in client facing meetings with our Client Success Manager.
• Account Health & Performance - Review and monitor account data and performance. Regularly review account performance metrics (turn time, etc.) to ensure smooth management of the day-to-day client order experience. Communicate with the client regarding account health and create/modify reports that highlight health and performance.
• Client Standards & Expectations - Act as a subject matter expert on the client’s standards and guidelines, ensuring that expectations are met.
• Quality Assurance - Act as the internal QA resource for the largest client, identifying order issues and leading timely corrections per client specifications. Coordinate with the post production team and Zillow to ensure seamless order delivery.
• Client Support - Work with Client Support and Operations to drive corrective actions for enterprise clients. Provide proactive account support across multiple enterprise clients and coordinate with support, operations, and product teams to address client needs.
• CRM Utilization - Use HubSpot to manage client interactions and track updates.
• Client Centricity - Be a client advocate, capturing feedback and communicating requests to cross‑departmental stakeholders. Observe how clients use PlanOmatic and identify areas for improvement.
• Special Projects - Participate in special projects as needed.
• Innovation & Workflow Automation - Advocate for process improvements and streamlined workflows.

Qualifications

• Fluency in English, both verbal and written.
• Consistent access to high speed internet and reliable equipment (laptop with 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

PlanOmatic’s Benefits

• A culture that supports and celebrates a healthy work life balance for everyone
• 6 sick days per year
• 20 days of PTO annually
• Celebrate and be celebrated with PlanOmatic peers through our Bonusly rewards program
• PlanOmatic complies with all local and national laws and regulations in the Philippines, ensuring fair employment practices and statutory benefits for all employees.

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