Customer Success Manager, Mortgage

🕒 Junho 20

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Argyle

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2018

💼 Consultoria

🛡️ Seguros

📦 Logística

Consulting • Insurance • Logistics

A Argyle é uma plataforma de verificação orientada pelo consumidor que permite às empresas verificar renda e emprego usando dados em tempo real provenientes de conexões de folha de pagamento autorizadas pelo consumidor. Ao automatizar o processo de verificação, a Argyle proporciona mais eficiência e melhores experiências para o usuário em diversos setores, incluindo: • hipotecas • crédito pessoal • análise de locatários • banking Suas soluções ajudam as organizações a reduzir custos, mitigar riscos e melhorar as taxas de conversão, garantindo ao mesmo tempo compliance com os padrões relevantes.

Descrição

• You will be the primary point of contact for our most strategic customers and will work with them through all process stages, including integration, scaling, product expansion, and account management. • You will be responsible for analyzing customer data and working directly with our product team to enhance future value. • You will also be tasked with building the materials and processes to enable a repeatable customer success model. • Own the customer lifecycle by onboarding new clients, driving adoption, tracking renewals, and working closely with the sales team on upsells and cross-sells. • Manage and nurture multiple customer relationships, including proactively and confidently engaging with key contacts to convey the value of our product. • Monitor KPIs and customer health to reduce churn risk, promote retention, and improve the overall customer experience. • Troubleshoot and provide insights on how to use the various features of our API while working closely with the support team as a point of escalation for complex issues. • Operate within and continuously improve established systems and processes to deliver a consistent and scalable customer success experience.

🎯 Requisitos

• 3+ years of experience in a customer-facing, solution-oriented role • Experience in the mortgage industry • Ability to develop strong, loyal, and long-lasting client relationships • Strong technical acumen coupled with the desire to learn the ins and outs of Argyle's API • Comfortable using AI tools in day-to-day work (e.g. drafting, research, workflow automation, synthesizing customer insights) • Exceptional ability to prioritize tasks and work independently • Excitement to perform and deliver in a high-growth environment and strive for continuous improvement

🏖️ Benefícios

• Competitive pay • Equity to match • Flexible time off