Job Description
Join Mortgage Automator as a Strategic Manager in Customer Success to lead essential changes in private lending. Enhance digital transitions by managing critical client relationships.
This role demands oversight of operational efficiencies for premium private lenders, aligning their goals with our software functionalities. You'll focus on retention and growth, ensuring clients achieve long-term success through your strategic insights.
Key Responsibilities:
• Manage client portfolio after onboarding to drive NRR
• Assess and boost client usage of the platform
• Spot upsell opportunities and expand account features
• Represent the Voice of the Customer within the organization
• Guide junior staff and elevate Success Playbook standards
Requirements:
• 5+ years in Customer Success or Account Management
• Proven experience managing over $1M in ARR
• Solid knowledge of private lending processes
• Proficient in Salesforce or HubSpot CRM
• Comprehensive u...
This role demands oversight of operational efficiencies for premium private lenders, aligning their goals with our software functionalities. You'll focus on retention and growth, ensuring clients achieve long-term success through your strategic insights.
Key Responsibilities:
• Manage client portfolio after onboarding to drive NRR
• Assess and boost client usage of the platform
• Spot upsell opportunities and expand account features
• Represent the Voice of the Customer within the organization
• Guide junior staff and elevate Success Playbook standards
Requirements:
• 5+ years in Customer Success or Account Management
• Proven experience managing over $1M in ARR
• Solid knowledge of private lending processes
• Proficient in Salesforce or HubSpot CRM
• Comprehensive u...
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