Customer Success Rep - Mortgage & Real Estate Technology

We are a leading provider of a SaaS-based Digital Mortgage Platform that powers lender websites, mobile apps, and mortgage POS solutions. Mortgage lenders, banks, brokers and credit unions of all sizes use our software for customizable and scalable solutions to enhance borrower experience, streamline the mortgage process, and increase Loan Officer productivity and efficiency.

We are looking for a technically savvy Customer Success Rep who possesses a strong drive for results. Duties for the Customer Success Rep will include a broad range of tasks such as maintaining ongoing customer relationships and networking, implementing success programs, contributing to sales, onboarding and training clients, and minimizing churn. You should also be able to provide insights on client-to-business interactions, improve customer experience through product support, and handle customer complaints and requests.

Successful candidates must be social, analytical, possess an aptitude for learning and using new software, and be able to communicate clearly and effectively. The ideal Customer Success Manager should engage with customers, maximize value, and create strategies to grow our customer base.

Responsibilities:

Develop and manage client portfolios.
Sustain business growth and profitability by maximizing value.
Analyze customer data to improve customer experience.
Hold product demonstrations for customers.
Improve on-boarding processes.
Evaluate and improve tutorials and other communication infrastructure.
Mediate between clients and the organization.
Handle and resolve customer requests and complaints.
Minimize customer churn.
Aid in product design and product development.



Requirements:

Degree in relevant field preferred.
SaaS experience preferred.
Highly organized and able to multi-task.
Self-driven and proactive nature.
Excellent communication and interpersonal skills.
Demonstrate leadership qualities.
High computer literacy and ability to learn new software.
Knowledge of Customer Success processes.
Experience in document creation.
Patient and active listener.
Passion for service.

Use the subject line: AM - [Your Name]