Customer Success Manager

Job Summary

Managing a portfolio of MCP clients, the full-time Customer Success Manager will serve as a trusted advisor to banks, credit unions, and mortgage originators, focusing on client retention, upsell opportunities, and delivering value through the Mortgage Cadence Platform.

Key responsibilities

• Manage client relationships throughout the post-implementation lifecycle, ensuring contract renewals and identifying at-risk accounts
• Conduct regular business reviews with client stakeholders to demonstrate ROI and align on future roadmaps
• Act as a product educator, helping clients maximize MCP features and advocating for their needs within the organization

Required qualifications

• Experience working with mortgage lenders, banks, credit unions, or similar, with knowledge of the mortgage origination process
• Proven ability to retain and grow a book of business through relationship management
• Comfort navigating multi-stakeholder client organizations, from operations staff to C-level executives
• Experience identifying and closing upsell opportunities within an existing customer base
• Highly organized with the ability to manage a diverse portfolio of accounts simultaneously