2 дня назад
Customer Success Manager (Mortgage)
130 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Customer Success Manager (Mortgage): Advising lender customers on implementing and configuring AI-native loan origination software, supporting adoption from kickoff through post-go-live, and translating mortgage workflows into product feedback with an accent on customer enablement, product guidance, and objection handling. Focus on mapping lender processes to system configuration, leading product conversations and demos, and building repeatable customer success playbooks.
Location: United States; remote with approximately once-a-month domestic US travel to customer sites
Salary: $130K–$150K annually
Company
builds AI-native tooling that automates mortgage workflows and aims to make loan origination simpler and more efficient for lenders and borrowers.
What you will do
- Own lender customer relationships from implementation kickoff through go-live and ongoing success.
- Translate existing mortgage workflows into effective configurations and advise customers on setup decisions.
- Answer product and mortgage questions for loan officers, processors, operations leaders, and executives.
- Handle objections, maintain customer engagement during implementation, and support adoption of the product.
- Provide customer feedback, edge cases, and pain points to Product and Engineering.
- Support sales through product demos and help build customer success playbooks and advisory frameworks.
Requirements
- At least 2–3 years of direct experience at a mortgage lender, not only at a mortgage technology company.
- Customer- or borrower-facing experience, including work with referral partners.
- Deep knowledge of the mortgage lifecycle from application through funding, including 1003, LE, CD, AUS findings, conditions, and lock extensions.
- Hands-on experience with a loan origination system such as Encompass, Empower, or Byte.
- Consultative communication skills, including objection handling, customer persuasion, working sessions, and product demos.
- Ability to operate with ambiguity, take initiative, and help build a customer success function from the ground up.
Nice to have
- Customer Success, Account Management, or SDR experience at a mortgage technology company.
- Curiosity about AI and its impact on mortgage workflows.
Culture & Benefits
- Remote-first work environment with flexibility to work where productivity is highest.
- Flexible time off.
- Medical coverage with 100% of employee and family premiums covered.
- Vision and dental coverage.
- 401(k), HSA, and FSA.
- Access to a lender partner employee loan program.
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