Customer Success Manager

Job Summary

Managing a portfolio of mortgage clients, the full-time Customer Success Manager will serve as a trusted advisor, focusing on client retention, upsell opportunities, and driving value from the Mortgage Cadence Platform while working remotely.

Key responsibilities

• Manage a diverse portfolio of clients throughout the post-implementation lifecycle, ensuring contract renewals and identifying at-risk accounts
• Conduct regular business reviews with stakeholders to demonstrate ROI and align on future roadmaps while acting as a product educator
• Collaborate with internal teams to ensure smooth client experiences and translate client feedback into actionable insights for Product and Engineering

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 proactive relationship management
• Comfort navigating multi-stakeholder organizations, from operational staff to C-level executives
• Experience identifying and closing upsell opportunities within an existing customer base
• Highly organized with the ability to manage a large, diverse portfolio of accounts simultaneously