Mortgage Customer Success Manager

Job Summary

Serving as the primary point of contact for strategic customers, the full-time Mortgage Customer Success Manager will manage the customer lifecycle, drive product adoption, and analyze customer data to enhance value, all while working remotely.

Key responsibilities

• Own the customer lifecycle by onboarding new clients, driving adoption, and collaborating with the sales team on upsells and cross-sells
• Manage and nurture multiple customer relationships, proactively engaging with key contacts to convey product value
• Monitor KPIs and customer health to reduce churn risk, promote retention, and improve the overall customer experience

Required qualifications

• 3+ years of experience in a customer-facing, solution-oriented role
• Experience in the mortgage industry
• Strong technical acumen and the ability to learn Argyle's API
• Comfortable using AI tools for drafting, research, and workflow automation
• Exceptional ability to prioritize tasks and work independently