Ylopo Account Executive Job Description

Ylopo is looking for our next superstar Account Executive.  We are entering our next phase of growth and building a dynamic outbound team made up of high energy Account Executives.

You'll love this role if... you are a natural born seller who yearns to be in a true team atmosphere where a driven individual can grow to unlimited heights in one of the largest and fastest growing industries in the world.

Who We Are:

Founded by two real estate technology veterans, Ylopo has developed a next generation Complete Digital Marketing and Technology Platform that generates and nurtures high quality home-buyers and sellers for its client base of real estate agents, teams, and brokerages.

There are almost 2 million real estate professionals in the U.S. who are prime prospects for our suite of superior products including a proprietary technology that sits on top of Facebook unleashing the most targeted and cost effective lead generation opportunity the real estate industry has ever seen. 

Ylopo is now entering a very exciting and high-growth stage and we’re looking to add more great people to our driven, fun, and close-knit staff.  Ylopo is an ideal place to work for anyone who wants to be in a growing industry, winning atmosphere, with the ability to be autonomous and develop professionally.

Account Executives Key Responsibilities:

• Identify and pursue potential Ylopo customers
• Schedule and hold engaging sales demos.
• Negotiate and present powerful business cases to close new clients. 
• Earn client’s trust by understanding their needs and thoughtfully answering their questions.
• Demonstrate how our technology platform works and how it can help the client’s business grow.
• Implement and follow structured sales and account management processes including tracking key data in our CRM platform.
• Achieve performance metrics and goals set by management.

Required Qualifications:

• At least 3+ years of work experience in either B2B software sales or the real estate industry
• Fluency in using online CRM platforms
• Track record of high achievement - tell us what you've done that makes you a winner!
• Integrity, energy, and genuine desire to understand and solve customer problems
• Ability to think on your feet
• Comfortable with selling over the phone
• Confident, competitive, high level work ethic, sense of urgency, and a closer mentality
• Ability to prioritize and handle time effectively
• Strong listening and presentation skills
• Excellent written/verbal communication skills
• Four-year college degree is preferred but not required

What we offer:

• $60,000+ guaranteed base salary with the potential to earn over $125,000 to $150,000 per year with a target-based sales commission plan.
• Benefits package includes health coverage, paid vacation/sick days, and a retirement savings plan

Who We Are:

Founded by two real estate technology veterans, Ylopo has developed a next-generation Complete Digital Marketing and Technology Platform that generates and nurtures high-quality home-buyers and sellers for its client base of real estate agents, teams, and brokerages.

There are almost 2 million real estate professionals in the U.S. who are prime prospects for our suite of superior products, including a proprietary technology that sits on top of Facebook, unleashing the most targeted and cost-effective lead generation opportunity the real estate industry has ever seen.

Junior Account Executives Key Responsibilities: 

• Identify and pursue potential Ylopo customers
• Closing net new Tier 3 + Tier 2 accounts
• Effectively handling Inbound lead allocation
• < $2k budget average deal size
• Shadow Senior AE Demos
• Work closely with the team on Support and allocation (<$2k budget) leads
• Promotion path to AE based on performance and key metrics
• Negotiate and present powerful business cases to close new clients.
• Earn the client’s trust by understanding their needs and thoughtfully answering their questions.
• Demonstrate how our technology platform works and how it can help the client’s business grow.
• Implement and follow structured sales and account management processes, including tracking key data in our CRM platform.
• Achieve performance metrics and goals set by management.

Required Qualifications for Junior Account Executive:

• At least 1+ years of work experience in either B2B software sales or the real estate industry
• Fluency in using online CRM platforms
• Track record of high achievement - tell us what you've done that makes you a winner!
• Integrity, energy, and a genuine desire to understand and solve customer problems
• Ability to think on your feet
• Comfortable with selling over the phone
• Confident, competitive, high-level work ethic, sense of urgency, and a closer mentality
• Ability to prioritize and handle time effectively
• Strong listening and presentation skills
• Excellent written/verbal communication skills.

What we offer:
$50-55k guaranteed base salary with an OTE of $75k per year with a target-based sales commission plan.
The benefits package includes health coverage, paid vacation/sick days, and a retirement savings plan

Summary:

Ylopo is looking for an ambitious, detail-oriented team member to join our Client Success Team as an Entry-Level Client Success Manager (internally known as a Ylopo Success Manager). This role is a great fit for recent grads who are ready to launch a meaningful career helping clients succeed, learning the ins and outs of digital marketing and SaaS along the way.

This role is ideal for someone who thrives in a fast-paced environment, excels at problem-solving, and is passionate about helping clients see continued success with our platform, without the structure of a dedicated book of business.

Team members well-suited to this role will have a track record of being detail-oriented, client-focused, and providing exceptional service, both internally and externally within an organization. They will have excellent communication skills, both through email/tickets and over the phone or Zoom video. Candidates do not have to have prior experience working at software or marketing companies, but should be willing to learn the intricacies of the Ylopo product and understand how to guide clients through setup to use the product effectively. Most importantly, we’re looking for candidates who are quick-thinking, detail-oriented, organized, patient, positive, and thoughtful.

Requirements: 

• Undergraduate degree preferred, preferably in business or communications
• Previous experience in a support or customer service
• Professional manner
• Consistent work habits and strong work ethic
• Strong organizational skills and attention to detail
• Ability to multitask, and work independently toward deadlines
• Strong project coordination skills
• Strong written and verbal communication skills, ability to work well in a small group setting
• Positive demeanor, trustworthy character
• Ability to take the initiative and see projects and tasks through to completion
• Ability to understand and convey detailed information about our services and systems
• Understanding of real estate and the real estate profession a plus, but not necessary

Responsibilities:

• Meet with clients 1:1 to provide support, training, product knowledge, account reviews, and more
• Manage retention efforts for clients who have placed cancellation or are showing indicators of being at-risk

• Deliver a warm and well-documented handoff to internal departments like marketing, client growth, or website development
• Act as an advocate for client's needs 
• Speak confidently and professionally with clients
• Work with the utmost urgency to work through client issues
• Maintain accurate documentation of client interaction (e.g., logging activity in Salesforce and internal systems, timely and correctly)

KPIs:

• NRR
• Case total resolution time 
• Case response time
• NPS

Compensation and full benefits include starting pay from $50K to $55K plus up to 25% bonus depending on experience; medical, dental, and vision benefits; paid holidays, vacation, and sick days; a 401(k); paid monthly parking (if applicable); and an extremely nice, supportive group of people as your co-workers.

Summary:

Ylopo is looking for an ambitious, detail-oriented team member to join our Client Success Team as an Entry-Level Client Success Manager (internally known as a Ylopo Success Manager). This role is a great fit for recent grads who are ready to launch a meaningful career helping clients succeed, learning the ins and outs of digital marketing and SaaS along the way.

This role is ideal for someone who thrives in a fast-paced environment, excels at problem-solving, and is passionate about helping clients see continued success with our platform, without the structure of a dedicated book of business.

Team members well-suited to this role will have a track record of being detail-oriented, client-focused, and providing exceptional service, both internally and externally within an organization. They will have excellent communication skills, both through email/tickets and over the phone or Zoom video. Candidates do not have to have prior experience working at software or marketing companies, but should be willing to learn the intricacies of the Ylopo product and understand how to guide clients through setup to use the product effectively. Most importantly, we’re looking for candidates who are quick-thinking, detail-oriented, organized, patient, positive, and thoughtful.

Requirements: 

• Undergraduate degree preferred, preferably in business or communications
• Previous experience in a support or customer service
• Professional manner
• Consistent work habits and strong work ethic
• Strong organizational skills and attention to detail
• Ability to multitask, and work independently toward deadlines
• Strong project coordination skills
• Strong written and verbal communication skills, ability to work well in a small group setting
• Positive demeanor, trustworthy character
• Ability to take the initiative and see projects and tasks through to completion
• Ability to understand and convey detailed information about our services and systems
• Understanding of real estate and the real estate profession a plus, but not necessary

Responsibilities:

• Meet with clients 1:1 to provide support, training, product knowledge, account reviews, and more
• Manage retention efforts for clients who have placed cancellation or are showing indicators of being at-risk

• Deliver a warm and well-documented handoff to internal departments like marketing, client growth, or website development
• Act as an advocate for client's needs 
• Speak confidently and professionally with clients
• Work with the utmost urgency to work through client issues
• Maintain accurate documentation of client interaction (e.g., logging activity in Salesforce and internal systems, timely and correctly)

KPIs:

• NRR
• Case total resolution time 
• Case response time
• NPS

Compensation and full benefits include starting pay from $50K to $55K plus up to 25% bonus depending on experience; medical, dental, and vision benefits; paid holidays, vacation, and sick days; a 401(k); paid monthly parking (if applicable); and an extremely nice, supportive group of people as your co-workers.

Ylopo is looking for an ambitious, detail-oriented team member to join our Client Success Team as an Entry-Level Client Success Manager (internally known as a Ylopo Success Manager). This role is a great fit for recent grads who are ready to launch a meaningful career helping clients succeed, learning the ins and outs of digital marketing and SaaS along the way.

This role is ideal for someone who thrives in a fast-paced environment, excels at problem-solving, and is passionate about helping clients see continued success with our platform, without the structure of a dedicated book of business.

Team members well-suited to this role will have a track record of being detail-oriented, client-focused, and providing exceptional service, both internally and externally within an organization. They will have excellent communication skills, both through email/tickets and over the phone or Zoom video. Candidates do not have to have prior experience working at software or marketing companies, but should be willing to learn the intricacies of the Ylopo product and understand how to guide clients through setup to use the product effectively. Most importantly, we’re looking for candidates who are quick-thinking, detail-oriented, organized, patient, positive, and thoughtful.

Requirements: 

• Undergraduate degree preferred, preferably in business or communications
• Previous experience in a support or customer service role
• Professional manner
• Consistent work habits and a strong work ethic
• Strong organizational skills and attention to detail
• Ability to multitask and work independently toward deadlines
• Strong project coordination skills
• Strong written and verbal communication skills, ability to work well in a small group setting
• Positive demeanor, trustworthy character
• Ability to take the initiative and see projects and tasks through to completion
• Ability to understand and convey detailed information about our services and systems
• Understanding of real estate and the real estate profession is a plus, but not necessary

Responsibilities:

• Meet with clients 1:1 to provide support, training, product knowledge, account reviews, and more
• Manage retention efforts for clients who have placed cancellation or are showing indicators of being at-risk

• Deliver a warm and well-documented handoff to internal departments like marketing, client growth, or website development
• Act as an advocate for the client's needs 
• Speak confidently and professionally with clients
• Work with the utmost urgency to work through client issues
• Maintain accurate documentation of client interaction (e.g., logging activity in Salesforce and internal systems, timely and correctly)

KPIs:

• NRR
• Case total resolution time 
• Case response time
• NPS

Compensation:

• New hires:  $50-55K
• Bonus:  25% of base salary OTE

Client Success Managers are at the forefront of delivering exceptional experiences to our clients, ensuring they are proficiently trained and well-informed about our product offerings. They serve as the primary point of contact for clients, addressing escalated issues and fulfilling special requests promptly and effectively.

Qualifications:

• Previous experience managing an assigned book of business in customer service, coaching, training, Sales or account management role
• Can site specific examples where the candidate has made recommendations to clients that resulted in upsell and cross sell opportunities
• Ability to facilitate the solution to complex issues and requests
• Has previous experience working in a fast paced, dynamic environment (start up experience is a plus)
• Proactive, goal oriented mindset
• Consistent work habits and strong work ethic
• Strong technical and organizational skills
• Ability to multitask, and work independently toward deadlines
• Strong written and verbal communication skills, and attention to detail
• Positive demeanor, trustworthy character
• Ability to take the initiative and see projects and tasks through to completion
• Ability to understand and convey detailed information about our services and systems
• Understanding of real estate and the real estate profession a plus, but not necessary
• Undergraduate degree preferred

Responsibilities:

• Manage client relationships within the Client Success Manager’s book of business
• Identify and capitalize on upsell and cross-sell opportunities through strategic recommendations to clients
• Assume primary responsibility for an assigned segment of our client base, providing backup assistance for other teammates' clients as needed
• Communicate with clients via phone and email in a timely manner to provide high-level customer support
• Develop strong client relationships to enhance client retention
• Professionally address escalated issues and troubleshoot problems as they arise
• Consistently follow up with clients as needed to ensure satisfaction and address any concerns
• Collaborate with the product support team to investigate and resolve issues and software bugs appropriately
• Proactively evaluate client health and schedule and conduct check-in calls with clients
• Complete special projects and become a subject matter expert for new aspects of our product
• Gain expertise in our product and the real estate space, confidently speaking to these subjects
• Collaborate with sales, billing, marketing, international, and technical teams on special projects

This role is currently fully remote. Some small amount of long distance travel may be required for training, company summits, or client events.

Compensation and full benefits include starting pay from $55K to $70K plus bonus depending on experience; medical, dental, and vision benefits; paid holidays, vacation, and sick days; a 401(k); paid monthly parking (if applicable); and an extremely nice, supportive group of people as your co-workers.

Client Success Managers are at the forefront of delivering exceptional experiences to our clients, ensuring they are proficiently trained and well-informed about our product offerings. They serve as the primary point of contact for clients, addressing escalated issues and fulfilling special requests promptly and effectively.

Qualifications:

• Previous experience managing an assigned book of business in customer service, coaching, training, Sales or account management role
• Can site specific examples where the candidate has made recommendations to clients that resulted in upsell and cross sell opportunities
• Ability to facilitate the solution to complex issues and requests
• Has previous experience working in a fast paced, dynamic environment (start up experience is a plus)
• Proactive, goal oriented mindset
• Consistent work habits and strong work ethic
• Strong technical and organizational skills
• Ability to multitask, and work independently toward deadlines
• Strong written and verbal communication skills, and attention to detail
• Positive demeanor, trustworthy character
• Ability to take the initiative and see projects and tasks through to completion
• Ability to understand and convey detailed information about our services and systems
• Understanding of real estate and the real estate profession a plus, but not necessary
• Undergraduate degree preferred

Responsibilities:

• Manage client relationships within the Client Success Manager’s book of business
• Identify and capitalize on upsell and cross-sell opportunities through strategic recommendations to clients
• Assume primary responsibility for an assigned segment of our client base, providing backup assistance for other teammates' clients as needed
• Communicate with clients via phone and email in a timely manner to provide high-level customer support
• Develop strong client relationships to enhance client retention
• Professionally address escalated issues and troubleshoot problems as they arise
• Consistently follow up with clients as needed to ensure satisfaction and address any concerns
• Collaborate with the product support team to investigate and resolve issues and software bugs appropriately
• Proactively evaluate client health and schedule and conduct check-in calls with clients
• Complete special projects and become a subject matter expert for new aspects of our product
• Gain expertise in our product and the real estate space, confidently speaking to these subjects
• Collaborate with sales, billing, marketing, international, and technical teams on special projects

This role is currently fully remote. Some small amount of long distance travel may be required for training, company summits, or client events.

Compensation and full benefits include starting pay from $55K to $70K plus bonus depending on experience; medical, dental, and vision benefits; paid holidays, vacation, and sick days; a 401(k); paid monthly parking (if applicable); and an extremely nice, supportive group of people as your co-workers.

We’re hiring a Strategic Client Success Manager to oversee a dedicated book of high-value clients. In this role, you’ll act as a trusted advisor, helping our most invested partners drive results, scale performance, and realize long-term value with Ylopo. You’ll collaborate cross-functionally, consult on growth opportunities, and proactively manage both retention and adoption efforts. This is a high-impact role for a strategic thinker who thrives on building relationships, solving complex challenges, and delivering measurable outcomes.

Team members well-suited to this role will have a track record of successfully coaching, advising, and supporting high-profile clients and have previous success in aiding clients throughout their lifecycle to help them unlock the most value from solutions and services. Most importantly, we’re looking for candidates who are quick-thinking, detail-oriented, organized, patient, positive, and thoughtful.

Responsibilities:
● Serve as a trusted advisor to a portfolio of key customers by listening to them, understanding their objectives, pain points, and goals. Provide guidance and solutions to help them achieve results with Ylopo
● Provide support throughout the client’s lifecycle, ensuring that the clients’ and Ylopo’s achievements are met through adoption, growth, and continued subscription
● Translate the strategic needs of our clients to tactical items and execute on those, such as conducting regular check-in calls and account reviews
● Understand the client’s full business model, developing a rapport across their internal team(s) to uncover business pain points and map Ylopo solutions to solve those challenges
● Grow usage and adoption of the Ylopo product suite through proactive engagement, education, strategic touchpoints, and effective planning
● Coordinate the involvement of other Ylopo personnel, including executive leadership, account growth, marketing, and product development, to meet account performance and adoption objectives and client expectations
● Drive incremental business growth through client advocacy and referenceable initiatives

Requirements:
● 5+ years of customer success management experience
● 5+ years of experience within SaaS and enterprise software
● Proven track record of demonstrated ability to drive client retention, adoption, and advocacy
● Experience with Salesforce preferred
● Excellent organizational and project management skills to manage multiple priorities and effectively motivate clients to align on execution
● Undergraduate degree highly preferred
● Excellent communicator with strong listening skills and technical aptitude
● Understanding of real estate and the real estate profession a plus, but not necessary

This role is currently fully remote. Some small amount of long distance travel may be required for training, company summits, or client events.

Compensation and full benefits include starting pay from $70K to $75K plus 30% of base salary OTE bonus depending on experience; medical, dental, and vision benefits; paid holidays, vacation, and sick days; a 401(k); paid monthly parking (if applicable); and an extremely nice, supportive group of people as your co-workers.