Mortgage Customer Success Manager

Job Summary

To support a high-growth enterprise SaaS company in the mortgage space, the full-time Mortgage Customer Success Manager will manage customer relationships, drive product adoption, and enhance customer satisfaction while working remotely from anywhere in the US.

Key responsibilities

• Analyze customer data to draw actionable insights and track the customer journey
• Develop policies and procedures to improve customer satisfaction and retention
• Serve as the primary customer contact post-sale, facilitating onboarding and addressing complex inquiries

Required qualifications

• 3-5 years of experience in the mortgage industry
• 2-3 years of experience in account management or customer success roles
• Proven ability to communicate and influence stakeholders at all organizational levels
• Experience in policy and procedure development
• Demonstrated success in building and maintaining customer relationships