£45,000 – £60,000 + bonus, private healthcare, hybrid and flexible working, EAP, enhanced pension, DIS, GP access and more
Remote + 25% UK Travel
Are you a Customer Success professional with a genuine, in-depth understanding of block management and property management finance?
Do you know your way around service charge budgets, apportionments, and year-end processes — and want to use that expertise in a more strategic, client-facing role?
If so, this could be the perfect next step.
My client is a forward-thinking technology business delivering high-quality solutions to the Property Management industry. They are looking for a Customer Success Manager to be the trusted partner to their clients — ensuring they gain maximum value from the software platform from onboarding through to long-term success.
This is not a generic CSM role - we are specifically looking for someone who understands the real-world challenges of block and property management, particularly financial processes and service charge management.
You’ll work closely with clients, helping them optimise how they use the software platform, while acting as their voice internally across Product, Sales, and Support teams.
Key Responsibilities:
Customer Relationship Management
Build strong, long-term relationships with property management clients
Act as a trusted advisor, understanding client goals and operational challenges
Monitor customer health and proactively manage risk
Onboarding & Adoption
Support onboarding alongside the Implementation team
Deliver tailored training to ensure successful system adoption
Ensure a smooth transition into live usage and ongoing support
Product Advocacy
Gather customer feedback and influence product development
Represent client needs internally and contribute to roadmap discussions
Growth & Retention
Identify opportunities to expand usage, features, and services
Drive engagement and long-term customer value
Insight & Reporting
Use CRM and analytics tools to track usage, trends, and renewal readiness
Deliver clear, insightful reporting to both clients and internal teams
Industry Expertise
Act as a subject matter expert in property management financial processes
Stay ahead of industry trends, legislation, and best practice
Bring insight into customer conversations, positioning CPL as a trusted authority
Essential Experience (Please Read Carefully)
To be successful in this role, you must have:
Strong, hands-on experience within the block / property management industry
A deep understanding of service charge accounting, including:
Budgeting & forecasting
Service charge apportionment
Year-end processes & reconciliations;
Experience working with or alongside property managers, finance teams, or managing agents
The ability to translate industry knowledge into meaningful client conversations
Applications without this level of industry knowledge are unlikely to be considered.
What We’re Looking For
Proven experience handling clients at a high-level
Confident communicator, able to engage with stakeholders at all levels
Commercial awareness with a focus on value and retention
Proactive, analytical, and solutions-focused mindset
Comfortable working remotely with regular travel (approx. 25%)
Why Join My Client?
Be part of a growing, innovative property technology company with big plans!
Work closely with industry-leading clients
Have real influence on product direction and customer outcomes
Join a collaborative, supportive team that values your input
Apply Now
If you’re ready to combine your property management expertise with a strategic, client-focused role — we’d love to hear from you
Salary description
£45000.00 - £60000.00 per year