Account Success Manager

Aston Carter•Austin, TX

5d•$27 - $27•Hybrid

About The Position

The Applicant Success Manager builds strong relationships with prospective partners, guiding them from initial interest through onboarding as active delivery partners. This role focuses on warm outreach, lead management, and high-quality applicant support to ensure a smooth and positive experience at every stage of the application funnel.

Requirements

Minimum of 2+ years of experience in an account management, sales support, or customer success role.
Proven experience in sales support, account management, customer service, or customer support environments.
Experience in onboarding processes and guiding customers or partners through structured steps.
Excellent verbal and written communication skills with the ability to explain processes clearly and professionally.
Outstanding interpersonal skills and a customer-first mindset focused on creating a positive applicant experience.
Strong organizational skills with high attention to detail when managing multiple leads and documents.
Ability to manage and prioritize multiple leads, tasks, and deadlines simultaneously in a fast-paced setting.
Comfort using CRM tools and lead tracking systems to manage pipelines and document interactions.
Familiarity with Salesforce or similar CRM platforms.

Nice To Haves

Prior experience in customer success, account management, or onboarding in a similar environment is a plus.
Knowledge in sales or outbound calling is beneficial for engaging prospective partners.
Experience working with small businesses or community-based partners is advantageous.
Demonstrated ability to collaborate effectively with cross-functional internal teams.
Comfort working in a metrics-driven environment with lead and pipeline targets.

Responsibilities

Conduct warm outbound calls to prospective partners who have already expressed interest in the program, building rapport and deepening engagement.
Manage, prioritize, and organize incoming leads to ensure timely follow-up and consistent communication.
Send application materials to interested applicants and clearly explain each step of the submission process.
Serve as the primary point of contact for applicants, answering questions promptly and providing clear, helpful guidance.
Support applicants through each stage of the funnel, from initial inquiry to becoming an active delivery partner.
Request, collect, and track all necessary documentation required for vetting and onboarding.
Collaborate closely with internal teams to confirm applicants meet all program requirements and deadlines.
Use CRM and lead tracking tools to document interactions, monitor progress, and maintain accurate applicant records.
Provide a customer-first experience by proactively identifying and resolving issues that could delay or hinder onboarding.
Build and nurture long-term partnerships with small businesses in the community as part of the broader program goals.