Customer Success Manager

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Sagent

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SaaS • Fintech

Sagent is a mortgage-servicing software provider offering Dara, an industry-first, unified servicing platform that centralizes data and user experiences for loan servicers and homeowners across the full servicing lifecycle. Dara provides core servicing operations, a mobile-first consumer experience, default and loss-mitigation workflows, automated onboarding and document management, real-time analytics and compliance auditing, and embedded AI for document automation, predictive insights, and generative chat. The platform is aimed at reducing operational costs, speeding onboarding, improving customer engagement, and ensuring regulatory compliance for servicers handling all loan types.

201 - 500 employees

Founded 2018

☁️ SaaS

💳 Fintech

📋 Description

• Apply a theoretical knowledge base to strategically manage and achieve project goals through individual efforts. • Maintain precise control over project schedules, risks, scope of work, and budgets, ensuring clarity for operational teams and subcontractors regarding customer requirements. • Build and nurture strong customer relationships, providing day-to-day advice and support. • Serve as a primary point of contact for customers, addressing inquiries, resolving issues, and ensuring overall satisfaction. • Actively promote the organization's capabilities to customers, identifying potential sales opportunities. • Forward identified sales opportunities to account managers and contribute to achieving contract extensions or additional business within assigned accounts. • Manage contracts involving both short- and long-term service commitments. • Handle contracts that vary significantly in value and strategic importance, ensuring compliance and customer satisfaction.

🎯 Requirements

• Bachelor’s degree in Business, Computer Science, or relevant discipline with 3 - 4 years of experience in a related field. Experience will be considered in lieu of a degree. • Solid project management skills with a strategic mindset. • Exceptional customer relationship management abilities. • Proficient in identifying and promoting sales opportunities. • Strong communication and interpersonal skills. • Effective in maintaining operational control over project parameters. • Ability to manage contracts of varying lengths and strategic importance. • 20% travel • Willingness to be on camera

🏖️ Benefits

• Remote/Hybrid workplace options • Health Benefits • Unlimited Flexible Time Off • Family Planning Services • Tuition Reimbursement • Paid Family Leave • 401(k) Matching • Pet Insurance • In-person and Virtual Social Experiences • Career Pathing • Focus Time Fridays • much, much more!