Client Success Manager - Broker Experience

Iconic (www.iconic.co) is building the modern platform for business brokers – combining technology, support, and community to help brokers run more successful, scalable practices. We’re looking for a Client Success Manager - Broker Experience to become the “heart” of our broker community: part coach, part community builder, part product advocate, and part operator.

This role is not traditional account management. You will own broker relationships end-to-end: understanding their deals, driving platform value adoption, developing educational resources and community, and serving as their internal advocate for product and company feedback. This role is full-time and reports into the CEO/Leadership Team.

What You’ll Do

Broker Relationships & 1:1 Support

• Own relationships with a portfolio of business brokers (independent and team-based)

• Run regular 1:1s and check-ins with brokers to:

  • Understand their pipeline, active deals, and bottlenecks

  • Identify where they’re stuck with the platform or process

  • Surface complaints, feature requests, and recurring pain points

• Build deep personal rapport (you remember details like “How’s your son doing in middle school?”) and become a trusted partner in their business

• In addition to regular communication with brokers, coordinate the rollout of broker engagement and feedback surveys; synthesize results and share insights with the team.

• Deliver “hard” feedback in a friendly, non-threatening way (e.g., “Let’s walk through how your funnel is going and workshop ideas to help close customers and deals”)

Onboarding, Training & Product Adoption

• Become an expert power user of the Iconic web app and broker workflow

• Onboard new brokers: run live walkthroughs, Q&A, and follow-ups to ensure they’re fully set up

• Train brokers on:

  • Lead and deal management workflows

  • Core features of the platform (CRM-light inside the web app, reporting, docs, etc.)

  • Best practices for running a modern brokerage using Iconic

• Create and maintain scalable enablement materials (short Looms, guides, checklists, FAQ docs)

• Proactively monitor adoption and usage; reach out when brokers under-utilize key features or are at risk of churn

Community Building & Events

• Design and run a consistent cadence of community experiences, such as:

  • Virtual lunch-and-learns and workshops

  • Fun events: coffee and trivia with prizes

  • Contests: Most valuations sent or most leads worked.

  • Webinars with expert guests (attorneys, CPAs, lenders, top brokers)

  • Thematic sessions (e.g., “How to work larger deals,” “How to manage offers,” “Using Iconic to run your pipeline”)

• Drive engagement across channels (Slack, Zoom, webinars, occasional in-person gatherings)

• Encourage brokers to share wins, lessons, and best practices with each other

• Be the “glue” that helps brokers feel part of a real team and not just a logo on their business card

Content & Communication

• Create ongoing written content tailored to brokers:

  • Platform updates and “what changed this week”

  • Tips & tricks, how-to posts, and playbooks

  • Highlight stories and case studies from the broker community

• Post regularly across our internal channels (Slack) and external ones (email, possibly LinkedIn) and blog posts with more original content as well

• Translate product changes into clear, broker-friendly communication and training

Voice of the Broker & Internal Collaboration

• Act as the internal advocate for brokers:

  • Aggregate and organize feedback from conversations, support, and community

  • Identify patterns and themes in broker challenges and requests

  • Communicate structured feedback to product, engineering, and leadership

• Partner closely with:

  • Product & Engineering to prioritize improvements that matter most to brokers

  • Growth/Recruiting to ensure new brokers onboard smoothly and get early wins

  • Operations/Legal for coordination around deals, documents, and process changes

Impact & Success Metrics

You’ll be measured on outcomes like:

• Broker activation and onboarding success

• Adoption and usage of key features in the platform

• Broker satisfaction, retention, and engagement in the community

• Participation rates in events, trainings, and content consumption

• Quality and volume of actionable product/ops feedback surfaced

Who You Are

Core Traits

• Highly extroverted and relational – you genuinely enjoy talking to people all day, building relationships, and going “one level deeper” in conversations

• Warm, charismatic, and disarming – people like you, trust you, and feel comfortable sharing what’s really going on

• Customer-first mindset – you win when others win; you’re motivated by helping brokers succeed, not competing with them

• Sales- and process-aware – you understand sales pipelines, deals, and CRM-style workflows, even if you’re not carrying a quota

• Tech-savvy & product-minded – you pick up new tools quickly, learn complex workflows, and can explain them simply

• Organized & detail-oriented – you keep track of many relationships, conversations, follow-ups, and issues without dropping balls

• Strong written & verbal communicator – clear, concise, engaging writer and confident live facilitator on Zoom/webinars

• Positive but honest – you can be supportive and empathetic while also holding people accountable and pushing them to use the tools properly

Experience We’re Looking For

• 2–5+ years in Customer Success, Account Management, Community Management, Sales Enablement, or similar roles

• Prior experience in B2B SaaS, marketplaces, or professional services strongly preferred

• Experience running:

  • Regular customer check-ins and QBRs/health reviews

  • Webinars, training sessions, or virtual events

  • Online communities (Slack/Discord, forums, membership programs) is a big plus

• Comfort working with tools like:

  • CRM or CRM-light platforms

  • Web-based customer portals / dashboards

  • Slack, Zoom, Loom, Notion/Google Docs, etc.

• Bonus points for:

  • Exposure to business brokerage, M&A, real estate, financial services, or legal environments

  • Experience in early-stage startups or fast-changing environments

What Success Looks Like in 6–12 Months

• New brokers consistently onboard quickly, know how to use the platform, and feel supported

• A meaningful percentage of brokers regularly attend events and training sessions

• Brokers feel connected to a vibrant community (not just a software product)

• We see measurable increases in feature adoption, engagement, and broker retention

• Product and leadership have a clear, constant pulse on broker needs and feedback—thanks to you

Location & Work Style

• US-based; fully remote with potential occasional travel for team gatherings or broker events

• The role primarily operates during standard business hours, with the expectation of periodic work outside local hours to support brokers across U.S. time zones.

Why Join Iconic

• Help design the future of how small and mid-sized businesses are bought and sold

• Operate as a key member of the leadership-adjacent team, directly influencing product and strategy

• Work with a group that cares deeply about execution, speed, and broker success

• Opportunity to grow as the broker network and CS function scale

• Competitive compensation, with an annual salary of $60,000, as well as medical benefits and early-stage equity in the company