You will serve as a trusted advisor to clients, managing their onboarding experience and long-term success through strategic guidance and data-backed solutions. Additionally, you will own account performance against revenue and retention targets while collaborating cross-functionally to improve service offerings.
We are looking for a true relationship leader to drive success with our clients both with and without our product. Our belief system at Speculo has many core values, one of which is ‘Be the Pro’… This means that our clients come to us and sign up with us because we know and can do something they can not on their own our trust we can do better. That is important and your role is to prove they made the right decision. From managing their onboarding experience to long term success, you are their point of contact and the relationship that makes or breaks the value they see in the speculo.ai brand.
Responsibilities:
Client strategy & relationship management
Develop a deep understanding of Speculo's product to provide strategic guidance to clients based on best practices
Serve as a trusted advisor, addressing client challenges and proposing tailored, data-backed solutions
Lead strategic check-ins, communicate proactively about performance, and translate complex retention data into clear business outcomes
Collaborate with clients to understand their business needs and objectives
Develop and maintain strong client relationships that drive a consistently positive client experience
Performance & insights
Extract and communicate actionable insights from client performance data to inform decision-making
Regularly audit active flows and identify optimization opportunities
Develop comprehensive performance reports with clear, actionable recommendations
Resolve client concerns with data-backed solutions and strategies
Account Ownership
Own the performance of your accounts against revenue forecasts and retention KPIs
Own the long-term health of accounts, including retention, renewal, and expansion
Spot at-risk accounts early and execute save plans before churn indicators fully surface
Translate commitments into clear plans with defined owners, timelines, dependencies, and success measures
Identify delivery risks early, resolve issues directly, and escalate thoughtfully when needed
Maintain open communication with internal and external stakeholders to align client and product expectations
Gather feedback from key clients and use it to improve Speculo's services
Stay informed about industry trends, market conditions, and competitor activity in real estate and real estate tech
Turn successful approaches into reusable frameworks and playbooks that strengthen other client programs
Additional Compensation
Referrals generated from your clients: 1.5% of lifetime customer value (LTV is calculated by the payment terms committed to on the quote)
Upsell/renewals on current clients:1.5% of lifetime customer value (LTV is calculated by the payment terms committed to on the quote)
Requirements are signed agreement and paid quote for commission to be
applied and paid out monthly
Commission pay out terms are 30 days following the signing and payment submission of the quote
Your quality and customer service to the accounts you manage should not be secondary to the above additional compensation opportunity. The company reserves the right to remove or adjust the above additional compensation model if quality and customer service standards are not met.
Qualifications:
Experience managing client accounts post-onboarding, ideally in a customer success, account management, or strategic partnerships role
Working knowledge of residential real estate — how buyers and sellers move through the process, and what agents need to succeed
Familiarity with real estate CRM tech stacks (e.g., (e.g., Follow Up Boss, bold trail, sierra, suresend, BoomTown, Lofty, etc.) and how agents actually use them day to day
Strong analytical skills — comfortable pulling insights from performance data and turning them into recommendations, not just reports
Excellent communication skills, with the ability to translate complex data into clear business outcomes for a non-technical audience
A proactive, solutions-oriented mindset — you spot risks early and bring answers, not just problems
Comfortable owning a book of business against revenue, retention, and renewal targets
Experience with AI-powered products or platforms is a plus
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