Associate Customer Success Manager

📋 Description

• Own a defined portfolio of Tier 4 customers and serve as the primary point of contact
• Build strong customer relationships by developing an understanding of each customer's business
• Lead recurring customer touchpoints, strategic conversations, success planning, and business
• Maintain accurate and timely customer documentation, success plans, risks, action items, and
• Monitor customer health, product usage, engagement, sentiment, and other account signals to
• Develop and execute action plans to address customer risk, improve engagement, and drive stronger

🎯 Requirements

• 1–2 years of client-facing experience (Customer Success, Account Coordinator, Support, etc.)
• Interest in developing a long-term career in Customer Success and growing into ownership of larger
• Mortgage, banking, financial services, or fintech experience preferred.
• Strong communication skills with the ability to confidently lead customer conversations and build
• A customer-first mindset with a genuine interest in understanding customer goals and helping
• A proactive approach to account management with the ability to anticipate customer needs, identify

🎁 Benefits

• Medical
• Dental
• Vision
• HSA (Health Savings Account)
• FSA (Flexible Spending Accounts)
• Company paid Life Insurance