Microsoft Dynamics 365 CRM Delivery Lead at PwC overseeing CRM solutions implementation and strategy. Leading a team and fostering client relationships for enhanced operational efficiency.
About the role
- Client Success Director managing strategic relationships with top real estate brokerage firms. Elevating client engagement and ensuring measurable value from data-enabled solutions in B2B environment.
Responsibilities
- Drive Value, Insight, and Executive Engagement
- Ensure clients are fully engaged and realizing measurable value from our products and services
- Lead strategic, outcome-focused conversations centered on adoption, value realization, and business impact
- Plan and execute high-impact Quarterly Business Reviews
- Translate data, insights, and trends into clear, relevant recommendations for client decision-makers
- Use insights to guide continuous improvement and strengthen long-term partnerships
- Proactively identify and mitigate risk within the client portfolio to protect retention
- Collaborate with Sales to surface expansion opportunities once value has been established
- Create favorable conditions for growth through strong adoption, outcomes, and client advocacy
- Advocate for client needs internally, influencing product, process, and engagement improvements
- Share insights and feedback to help the organization scale best practices and improve the client experience
- Partner cross-functionally with Product, Support, Sales, and Delivery teams to resolve issues and improve outcomes
- Maintain accurate documentation of client activity, risks, and success plans in CRM systems
- Follow and help evolve Client Success engagement models and standard processes
Requirements
- 6+ years of experience in Client Success, Account Management, Consulting, or a related client-facing role in a B2B environment
- Proven ability to manage complex, strategic client relationships
- Strong executive presence with experience leading senior-level client conversations
- Demonstrated success driving retention, adoption, and measurable client outcomes
- Analytical mindset with the ability to translate data into insights and recommendations
- Strong collaboration skills across Sales, Product, Support, and other internal teams
Benefits
- Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
- Up to 16 weeks of fully paid parental leave and a baby stipend.
- Multiple medical plan options with mental health and wellness support offerings.
- 401(k) with company match and vesting after one year.
- $400 annual well-being stipend and tuition assistance up to $5,250.
- Recognition Rewards, Referral bonuses, exclusive discounts and more!
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