Green Visor Capital

Management Company, LLC

Customer Success - Project Manager at CrowdStreet
Portland, OR, US

Working at CrowdStreet

We are a team dedicated to transforming the world of commercial real estate (CRE) through technology.   Our online Marketplace gives investors unparalleled access to CRE investment opportunities. Founded in 2014, CrowdStreet believes that the markets are stronger when they are more accessible, transparent, and efficient. For everyone. 

Our momentum is building; we’ve just crossed over the $500 million mark in CRE investing, which demonstrates that online investing is here to stay. We are the winner of the 2019 Rising Star Award in the annual Oregon Technology Awards and the 2018 CRETECH Crowdfunding & Capital Sourcing Award.

Our headquarters are in downtown Portland overlooking Pioneer Square, the “living room” of the city. We offer great benefits, a fantastic culture, and a dog-friendly office. We consider applicants for all positions without regard to race, color, religion, national origin or ancestry, gender, age, disability, veteran status, or any other legally protected status under local, state, or federal law.

About the Role

To support our company’s rapid growth, we are hiring a Project Manager to join our Customer Success Organization to manage new and existing customer on-boarding and implementation projects.

What You'll Be Doing

  • Act as the expert on CrowdStreet’s project management and implementation methodology

  • Manage an assigned group of customer projects to deliver a “best in class” customer experience

  • Demonstrate mastery and training expertise of all CrowdStreet product and services.

  • Identify and nurture relationships with key project stakeholders to become their trusted advisor/consultant

  • Help customers maximize the value they receive from CrowdStreet’s products and services by using your strong project management, meeting facilitation, and training skills 

  • Meet internal project expectations and timelines while overcoming any project hurdles.

  • Manage multiple concurrent projects of varying budget size and complexity.

  • Create project plans, and recommendations for improved and enhanced business efficiency.

  • Perform task management, completion, and coordination across project teams and within Customer Success

  • Partner with the Customer Care and Product teams to identify and escalate high and critical defects for expedited resolution

  • Work across CrowdStreet internal departments to advocate for customer and project needs

  • Participate in the Sales cycle to assist in gathering requirements to formulate delivery methodology and cost estimates

 What We Must Have

  • 3+ Years experience as Customer Success Manager, customer-facing Project Manager, or in technical implementation consulting in a SaaS or financial services environment

  • Bachelor’s level degree in relevant field

  • Proven ability to engage with customers resulting in high client satisfaction

  • Excellent organization, time management, and communication skills

  • Exceptional interpersonal skills with a proven ability to prioritize competing project priorities, remain calm under pressure, complete project deliverables and work collaboratively across teams

  • Business-minded individual with an understanding of financial transactions, focused on becoming the customer’s trusted advisor who can proactively identify opportunities for customer product adoption and expansion.

  • Proficiency with MS Office, G-Suite, and experience with project tools such as BaseCamp, Asana, Jira, Trello, and MS Project

  • Ability to travel (15-25%)

What is Nice to Have

  • Commercial Real Estate industry experience

  • Financial services or FinTech experience

  • PMP certification

  • Experience with ZenDesk or other support ticketing systems

  • Experience with HTML, CSS, web development, Javascript, and other technical frameworks highly valued.

How to apply

Please submit your resume online with a cover letter stating:

1) Why you’re interested in working for CrowdStreet, and

2) A brief summary of how you meet each of our qualifications (including the “nice to haves”). The best way to do this is to copy/paste the requirements bullets and put a brief answer after each summarizing your relevant experience.