Customer Success Manager, Mortgage
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Job Description
Customer Success Manager driving adoption of Argyle's client solutions for strategic customers in the mortgage industry. Managing relationships and enhancing customer value through data analysis and support.
Responsibilities:
- 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
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