About the role
As a Customer Success Advisor at Lone Wolf, you will be a key advocate for our customers, ensuring their success and satisfaction with our products and services. You will build strong relationships, provide guidance, and serve as a trusted partner to help our clients achieve their goals. If you're a customer-centric professional with a passion for delivering exceptional service, we want to hear from you.
What You’ll Do:
- Build and maintain strong, trust-based relationships with clients, serving as their primary point of contact for all things related to their ongoing experience with Lone Wolf solutions.
- Conduct regular, proactive virtual meetings (1:1 or group) to share updates, provide best practices, surface opportunities, and ensure clients are deriving ongoing value from their investment.
- Monitor customer health indicators and usage data to proactively identify potential risks and implement appropriate action plans to drive retention and satisfaction.
- Proactively monitor customer accounts, identify opportunities for upselling or cross-selling, and help clients maximize the value of our offerings.
- Act as a liaison between the customer and internal teams (Support, Product, Sales, etc.) to ensure prompt resolution of product issues, enhancement requests, or escalations — always advocating for the client’s needs.
- Manage the renewal process, ensuring a high retention rate and customer satisfaction.
- Collaborate closely with internal stakeholders (Support, Implementation, Product, Sales) to ensure a consistent, aligned, and seamless experience for customers.
What You’ll Bring:
- Customer-first mindset with a passion for building relationships and delivering value through every interaction
- 3+ years of experience in a customer-facing Success role (Customer Success, Account Management, or similar)
- A vocal team player and emerging leader — you speak up, contribute ideas, and help lift the team through positivity, initiative, and knowledge-sharing
- Strong written and verbal communication skills — you know how to simplify complex topics and tailor your message to your audience
- Solid problem-solving skills and a proactive approach to managing customer needs and resolving issues
- Ability to manage and prioritize multiple client relationships and tasks in a fast-paced, deadline-driven environment
- Collaborative and resourceful — you know when to own it and when to loop in teammates or other departments
- A keen interest in technology and helping customers adopt software to improve their business
- Bonus: Experience in real estate, SaaS, or tech-enabled services is an asset but not required
About Lone Wolf Technologies
At Lone Wolf Technologies, we believe making tech for real estate is about much more than just making the best tools. It’s about making them connect, all in one place—to make real estate simple.
Our mission is to provide agents, brokers, admins, and associations alike with the technology tools they need to lead in real estate—from the leading transaction solutions in North America to the industry standard in back office and accounting.
We’ve been in real estate since our very first day, over 35 years ago now—and in that time, we’ve worked with our users to create technology that works the way they do, connects the way they do, and provides an exceptional experience the way they do.
About the role
As a Customer Success Advisor at Lone Wolf, you will be a key advocate for our customers, ensuring their success and satisfaction with our products and services. You will build strong relationships, provide guidance, and serve as a trusted partner to help our clients achieve their goals. If you're a customer-centric professional with a passion for delivering exceptional service, we want to hear from you.
What You’ll Do:
- Build and maintain strong, trust-based relationships with clients, serving as their primary point of contact for all things related to their ongoing experience with Lone Wolf solutions.
- Conduct regular, proactive virtual meetings (1:1 or group) to share updates, provide best practices, surface opportunities, and ensure clients are deriving ongoing value from their investment.
- Monitor customer health indicators and usage data to proactively identify potential risks and implement appropriate action plans to drive retention and satisfaction.
- Proactively monitor customer accounts, identify opportunities for upselling or cross-selling, and help clients maximize the value of our offerings.
- Act as a liaison between the customer and internal teams (Support, Product, Sales, etc.) to ensure prompt resolution of product issues, enhancement requests, or escalations — always advocating for the client’s needs.
- Manage the renewal process, ensuring a high retention rate and customer satisfaction.
- Collaborate closely with internal stakeholders (Support, Implementation, Product, Sales) to ensure a consistent, aligned, and seamless experience for customers.
What You’ll Bring:
- Customer-first mindset with a passion for building relationships and delivering value through every interaction
- 3+ years of experience in a customer-facing Success role (Customer Success, Account Management, or similar)
- A vocal team player and emerging leader — you speak up, contribute ideas, and help lift the team through positivity, initiative, and knowledge-sharing
- Strong written and verbal communication skills — you know how to simplify complex topics and tailor your message to your audience
- Solid problem-solving skills and a proactive approach to managing customer needs and resolving issues
- Ability to manage and prioritize multiple client relationships and tasks in a fast-paced, deadline-driven environment
- Collaborative and resourceful — you know when to own it and when to loop in teammates or other departments
- A keen interest in technology and helping customers adopt software to improve their business
- Bonus: Experience in real estate, SaaS, or tech-enabled services is an asset but not required
About Lone Wolf Technologies
At Lone Wolf Technologies, we believe making tech for real estate is about much more than just making the best tools. It’s about making them connect, all in one place—to make real estate simple.
Our mission is to provide agents, brokers, admins, and associations alike with the technology tools they need to lead in real estate—from the leading transaction solutions in North America to the industry standard in back office and accounting.
We’ve been in real estate since our very first day, over 35 years ago now—and in that time, we’ve worked with our users to create technology that works the way they do, connects the way they do, and provides an exceptional experience the way they do.