Customer Success Manager, Mortgage

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Argyle

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2018

💳 Fintech

🏦 Banking

🤝 B2B

Fintech • Banking • B2B

Argyle is a consumer-powered verification platform that enables businesses to verify income and employment using real-time data from consumer-permissioned payroll connections. By automating the verification process, Argyle provides increased efficiency and better user experiences across various sectors, including mortgage, personal lending, tenant screening, and banking. Their solutions help organizations reduce costs, mitigate risk, and improve conversion rates while ensuring compliance with relevant standards.

📋 Description

• 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.

🎯 Requirements

• 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

🏖️ Benefits

• Competitive pay • Equity to match • Flexible time off