Mortgage Credit Success Professional
7 days ago
CreditXpert, the leading predictive credit score insight platform, empowers mortgage lenders to offer better financing options. Our enterprise-ready SaaS platform helps lenders identify an applicant's near-term credit score potential and generate detailed improvement plans.
Job Overview
The Client Success Manager will bridge the gap between sales and product support for dedicated Lender accounts, ensuring seamless onboarding and successful adoption of our platform. This role focuses on building loyalty to drive long-term client retention by addressing customer issues and optimizing platform utilization.
Key Responsibilities:
- Proactively understand customers' business needs and suggest innovative ways to leverage our platform.
- Work cross-functionally to ensure successful onboarding, oversee new client integration, and coordinate internal/external kick-off calls.
- Foster strong relationships with key stakeholders, facilitating regular business review meetings to enhance client engagement and platform adoption.
- Analyze client activity, usage, and satisfaction, providing timely solutions to prevent issues and escalating concerns as needed.
- Collaborate with internal teams to resolve complex challenges, driving efficient resolutions and process improvements.
- Monitor and report on client performance metrics, identifying trends and opportunities for growth.
Requirements:
This role requires a minimum of 5+ years of experience in managing Client Success for a SaaS product, with a proven track record of onboarding new clients, tracking performance, and growing/renewing accounts. A deep understanding of SaaS products and the mortgage credit industry is essential.
Compensation and Benefits:
We offer a competitive salary range of $108,000 - $115,000 per year, along with a comprehensive benefits package, including flexible work arrangements, open PTO, performance-based bonuses, company contributions to a 401(k), insurance, HSA, and FSA.
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