Customer Success Manager (Investment Management)

Hi, We’re AppFolio.

We’re innovators, changemakers, and collaborators. We’re more than just a software company — we’re a cloud-based powerhouse that creates products to make our customers’ lives easier. We’re revolutionizing the way people do business, and we want your ideas, your enthusiasm, and your passion to help us keep on innovating.

We love where we work, and you can, too.

To find out more about what AppFolio has to offer, check out

Customer Success Manager (Investment Management)

We are currently hiring a Customer Success Manager (CSM) to join our Client Services team for our newest product, AppFolio Investment Management. A Customer Success Manager is an important role at AppFolio and amongst successful SaaS businesses, as it directly impacts our customers’ lifetime happiness and retention. The purpose of a CSM is to bolster customer relationships by providing distinctive service and product assistance. This helps the customer find value in our product and creates love for our company. 

By working directly with our client base you will serve as the link between AppFolio Investment Management and our customers, operating as the face of our company to create promoters within the investment management industry. All CSMs become an expert in all things AppFolio Investment Management. As a member of the CSM team you will have the opportunity to improve the customer lifetime value and directly contribute to the growth of our product and company.

This is the ideal position for motivated individuals with excellent communication skills, a genuine interest in helping others, a strong desire to learn and advanced attention to detail.


  • Master the AppFolio Investment Management product through our internal onboarding process and continued learning.
  • Work within a small team to manage allocated queue of customer requests.
  • Provide timely responses to customer support inquiries via phone and email.
  • Provide product training to increase customer product knowledge, software utilization, and overall customer satisfaction.
  • Enhance the customer’s experience by providing exceptional service in all interactions.
  • Establish a trusted advisor relationship to ensure customer satisfaction.
  • Utilize SalesForce to manage all customer interaction and inquiries.
  • Utilize Zoom to provide efficient face-to-face customer service.
  • Understand product roadmap of future updates to better handle client requests.
  • Provide valuable feedback to Product team based on client interactions.
  • Proactively reach out to customers to improve customer engagement and increase feature adoption.
  • Collaborate with internal teams to mitigate risk and reduce customer churn.
  • Represent AppFolio Investment Management at conferences, meetups and events with customers and prospects.
  • Assist in building out customer facing Help Resources, including help articles, tutorials, videos and FAQs.

Skills and Knowledge:

  • BA/BS degree required
  • Exceptional customer relationship building skills
  • Excellent written and oral communication skills
  • Strong analytical capabilities for advanced problem-solving
  • Demonstrable leadership skills
  • Highly organized and strong ability to multi-task
  • Strong curiosity and desire to learn
  • Ability to display good judgment
  • Ability to work cross-functionally in a fast-paced environment
  • Ability to follow through on tasks until completed
  • Ability to develop trusted relationships and find creative solutions
  • High degree of flexibility
  • Real Estate, finance and/or investment management knowledge preferred but not required

Our Story 

AppFolio (NASDAQ: APPF) was founded in 2006 with the mission to revolutionize vertical industry businesses by providing great software and service. Our easy-to-use, cloud-based software helps our customers more effectively market, manage, and grow their businesses. Today our software solutions exist in two verticals including the real estate (AppFolio Property Manager, AppFolio Property Manager PLUS, and AppFolio Investment Manager) and legal (MyCase) industries.

To find out more about what AppFolio has to offer, check out


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