Client Success Manager

3 weeks ago


Los Angeles, United States OPM Mastery Full time
  • The Client Success Manager is a key player in the customer service/onboarding department.
  • This role is a direct support role to our clients going through the funding process aiding them from start to finish of their funding rounds.
  • Our company operates in the financial industry, educating and consulting clients on Real-estate and creative financing for small business.
  • Our mission is to transform our clients’ lives through financial literacy and ultimately empower them to achieve financial independence.
  • Our Client Success Team are responsible for acting as a liaison between the banks and the clients we serve.
  • Creating organic sales opportunities from within our ecosystem.
  • Assisting in administrative tasks such as data collection, formatting of funding plans, and record keeping of inquiry and results.
  • Above average knowledge surrounding finances, credit, business, crypto, real estate, and investments.


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