HappyCo is a company where people can grow their careers and work with like minded people, with no egos or politics. HappyCo is values driven and offers a flexible, supportive culture. Join HappyCo and Make Work Happy!
About the Role
We are building an AI-first customer experience organization. The CXM role is a cradle-to-renewal position for operators who own the full customer lifecycle — from launch through renewal — and who have already used AI in real business workflows to improve customer outcomes.
You will own a portfolio of multifamily SaaS customers end-to-end: leading implementations, driving adoption and value realization, conducting business reviews, managing risk, and surfacing expansion opportunities. Unlike a traditional CSM who inherits post-launch or a PS resource who exits after go-live, the CXM carries continuity across the entire customer journey — eliminating handoff friction, compounding trust, and ensuring no customer falls through the cracks.
This is a hands-on role for customer leaders who blend relationship management with implementation expertise, analytical rigor, and modern AI-driven workflows.
What You'll Do
🔄 Own the Full Customer Lifecycle
End-to-end launches (scoping, configuration, training, UAT, go-live, hypercare)
Post-launch adoption, value realization, and ongoing enablement
Retention, risk management, and churn mitigation
Quarterly business reviews (usage trends, ROI narrative, adoption gaps, recommended next steps)
🤝 Build Multi-Threaded Customer Relationships
Executive sponsors
Champions
Day-to-day admins
Stakeholder mapping and engagement cadence
📈 Surface Expansion Opportunities
New properties, products, and use cases (CSQLs)
Hand qualified leads to AMs — CXM does not own renewals or upsell close
When a customer purchases a new product or add-on, own the launch of that product within the account
🤖 Use AI Tools and Workflows
Analyze customer health, usage, and risk patterns
Surface expansion and churn risk signals
Automate reporting, insights, and executive-ready customer narratives
Auto-generate QBR drafts, account briefs, and meeting recaps
📊 Develop AI-Powered Customer Insights
Create health dashboards
Summarize behavioral trends
Build renewal risk narratives backed by data
Generate weekly health digests that reduce manual monitoring effort
🔗 Cross-Functional Partnership
Reporting/Analytics: Stand up best-practice reporting at launch; intake ongoing reporting requests on behalf of the customer
Product · Support · Sales: Collaborate to drive customer outcomes
📝 Operationalize & Improve
Document and operationalize repeatable AI workflows that improve CXM efficiency, customer visibility, and renewal predictability
Contribute to playbook development, onboarding refinement, and cross-functional feedback loops
Required Experience
3+ years in Customer Success, Professional Services, or Implementation roles in B2B SaaS
Experience owning customer launches or implementations end-to-end
Demonstrated, real-world application of AI in business workflows:
AI-driven customer health analysis
Automated insight generation
Predictive risk modeling
Workflow automation for account reviews or renewals
Comfort working with data: dashboards, customer usage metrics, operational KPIs
Strong executive communication skills
Strong project management skills with demonstrated ability to manage multiple concurrent workstreams
Proven ability to manage client relationships with consultative authority
High ownership, organization, and ability to execute independently
Strongly Preferred
PropTech or multifamily experience
Experience with customer success platforms (e.g., Gainsight)
Experience working with product telemetry, usage data, and BI tools
Hands-on experience with AI tools: LLMs integrated into workflows, no-code automation, data enrichment pipelines
Bachelor's degree (or equivalent professional experience)
What Success Looks Like (First 3- 6 Months)
Milestone
What It Means
Led at least one customer launch end-to-end
You own a full book of business across launch and post-launch
Running AI-enhanced QBRs independently
Account reviews are data-backed and strategically sound
Risk assessments are data-backed and defensible
Surfacing churn risk earlier than traditional CSM methods
Workflows reduce manual effort
Improved customer clarity without sacrificing quality
Consistent engagement cadence
No customer has gone dark
Measurable account improvements
Product adoption ↑ · Executive engagement ↑ · Time-to-value ↓ · Renewal confidence ↑
About HappyCo
Founded in 2011, HappyCo (happy.co) builds mobile and cloud solutions to enable real-time property data. Our flagship product suite 'Happy Property’ has more than 5 million units on its platform.
We’re everyday people with a shared purpose — improving the lives of others. Our team is made up of thinkers, talkers, planners, makers, builders and everything in between. Together, we’re turning our passions into happier communities!
When customers use our software, their communities get stronger. Our tools empower everyone in multifamily property management to improve their operations and maximize returns, which means they’re building better experiences for their residents. Learn more about our Product Vision here!
Our HappyCo Culture
HappyCo strives to build better communities. So naturally, we are dedicated to making our own community an enjoyable place that allows us do our best work. We’re devoted to building an inclusive, supportive culture that empowers each HappyCo’er to succeed and grow. To learn more about our culture, check out our careers page!
We Offer:
- Work from anywhere supported by a flexible company culture
- Opportunity to work for one of the fastest growing technology companies in the PropTech industry
- Unlimited vacation time
- Generous paid parental leave
- Competitive and equitable pay, including stock options
- Monthly stipends to support Wellness and Home Office expenses
We believe in supporting people to do their best work and thrive, and building a diverse, equitable, and inclusive company is core to our mission. Our goal is to ensure that HappyCo upholds an inclusive environment where all people feel that they are equally respected and valued, whether they are applying for an open position or working at the company. We welcome applicants of any educational background, gender identity and expression, sexual orientation, religion, ethnicity, age, citizenship, socioeconomic status, disability, and veteran status. HappyCo is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures.
A note to Recruitment Agencies: Please don’t reach out to us about our roles -- we’ve got it covered. We don’t accept unsolicited agency resumes and HappyCo is not responsible for any fees related to unsolicited resumes.