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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer success and support, with a strong focus on onboarding, partner engagement, and performance monitoring. Proficient in using CRM tools and managing case workflows to enhance partner experience and achieve key performance indicators.
Highest-signal resume keywords
Customer Success ExperienceCRM Tool ProficiencyOnboarding and TrainingData Signal AnalysisReal Estate Industry Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer SupportAccount CoordinationCase ManagementPerformance MonitoringDocumentation Management
Soft Skills
OrganizedDetail-OrientedStrong Follow-Up SkillsCollaborationProblem-Solving
Tools & Technologies
SalesforceFollow Up BossTableauAI-Assisted Tools
Industry Keywords
Real EstateProptechSaaSPerformance-Based Partner Program
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Support Zillow Preferred partner and agent onboarding and platform adoption
- Help partners navigate Zillow platforms and offerings, including Follow Up Boss and Zillow Home Loans
- Guide partners through onboarding, feature usage, adoption, and basic operational setup
- Reinforce best practices, program tips, and recommended actions using team playbooks
- Work through trigger-based proactive outreach queues using performance signals and defined prioritization criteria
- Handle inbound partner and agent inquiries by phone, email, or case management tools
- Provide guidance within playbooks and route technical or account issues to appropriate support teams
- Monitor partner activity and key performance indicators using reporting tools
- Identify patterns, flag concerns, and escalate systemic, complex, or sensitive issues
- Maintain detailed records of partner interactions and cases for continuity, quality review, and compliance
- Share feedback on recurring questions, content gaps, and workflow friction
- Collaborate with peers and cross-functional partners to resolve issues and meet service levels and quality standards
- Participate in team learning sessions
- Achieve at least 90% of weekly KPIs, including response and resolution SLAs, outreach completion, and case documentation quality
- Meet interaction quality and accuracy standards through regular QA review
Requirements
What you’ll need- 2+ years of experience in customer success, customer support, account coordination, or a similar customer-facing role
- Experience working in a fast-paced, high-volume environment supporting customers or external partners
- Experience using CRM or case management tools; Salesforce preferred
- Aptitude to learn new platforms quickly
- Comfort documenting interactions and managing cases or tickets in a structured workflow environment
- Experience in real estate, proptech, SaaS, or a performance-based partner program preferred
- Comfort working with data signals or AI-assisted tools to prioritize work and guide action preferred
- Familiarity with Salesforce, Follow Up Boss, Tableau, or similar tools preferred
- Organized and detail-oriented, with strong follow-up skills and ability to manage multiple active cases simultaneously
- Employees are expected to live within a reasonable commuting distance to their region and/or service area
Benefits
Comp & perks- Equity awards based on factors such as experience, performance and location
- Competitive base salary
- Cloud HQ distributed-work approach, with flexibility for most employees to work from wherever they’re most productive
- Equal employment opportunity and disability accommodation support
