Customer Success Manager, Mortgage

ocation: US (Remote)

Compensation: $110,000 - $130,000 per year + Commission + Equity

What You’ll Do
You will be the primary point of contact for our most strategic customers and will work with them through all process stages, including integration, scaling, product expansion, and account management. You will be responsible for analyzing customer data and working directly with our product team to enhance future value. You will also be tasked with building the materials and processes to enable a repeatable customer success model.

Own the customer lifecycle by onboarding new clients, driving adoption, tracking renewals, and working closely with the sales team on upsells and cross-sells
Manage and nurture multiple customer relationships, including proactively and confidently engaging with key contacts to convey the value of our product
Monitor KPIs and customer health to reduce churn risk, promote retention, and improve the overall customer experience
Troubleshoot and provide insights on how to use the various features of our API while working closely with the support team as a point of escalation for complex issues
Operate within and continuously improve established systems and processes to deliver a consistent and scalable customer success experience
Who you are
Requirements
3+ years of experience in a customer-facing, solution-oriented role
Experience in the mortgage industry
Ability to develop strong, loyal, and long-lasting client relationships
Strong technical acumen coupled with the desire to learn the ins and outs of Argyle's API
Comfortable using AI tools in day-to-day work (e.g. drafting, research, workflow automation, synthesizing customer insights) and curious about how AI can improve how you work
Exceptional ability to prioritize tasks and work independently
Excitement to perform and deliver in a high-growth environment and strive for continuous improvement
Nice to haves
Experience at a high-growth startup or scale-up
Experience with Point-of-Sale and Loan Origination Systems

Skills Required
3+ years of experience in a customer-facing, solution-oriented role
Experience in the mortgage industry
Ability to develop strong, loyal, and long-lasting client relationships
Strong technical acumen and desire to learn Argyle's API
Comfortable using AI tools in day-to-day work
Exceptional ability to prioritize tasks and work independently
Excitement to perform and deliver in a high-growth environment
Experience at a high-growth startup or scale-up
Experience with Point-of-Sale and Loan Origination Systems