Applicant Success Manager

Aston CarterAustin, TX
$27 - $27Hybrid

About The Position

The Applicant Success Manager supports prospective partners throughout the application and onboarding journey, ensuring a smooth and positive experience from initial interest through activation as a delivery partner. This role focuses on warm outbound engagement, clear communication, and diligent follow-up to help applicants successfully complete each stage of the process while building strong, long-term relationships with small businesses in the community.

Requirements

  • At least 2+ years of experience in an Account Management, Sales Support, or Customer Success role.
  • Demonstrated experience in sales support, account management, customer service, customer support, or sales.
  • Proficiency using CRM tools and lead tracking systems to manage and document applicant or customer interactions.
  • Strong communication skills, including the ability to explain processes clearly and answer questions with patience and professionalism.
  • Excellent interpersonal skills with a customer-first mindset and a commitment to delivering a positive applicant experience.
  • Strong organizational skills and attention to detail, with the ability to track documentation and deadlines accurately.
  • Proven ability to manage multiple leads, tasks, and priorities simultaneously in a fast-paced environment.
  • Experience supporting onboarding processes for customers, partners, or clients.

Nice To Haves

  • Prior experience in a dedicated customer success, account management, or onboarding role is a plus.
  • Comfort working in a sales-oriented environment that includes outbound engagement and lead follow-up.
  • Familiarity with Salesforce or similar CRM platforms.
  • Ability to build and maintain long-term relationships with small business partners.
  • Self-motivated, proactive approach to problem solving and process improvement.
  • Comfortable collaborating with cross-functional internal teams to support applicant success.
  • Interest in roles that may grow into outbound sales responsibilities with commission potential.

Responsibilities

  • Conduct warm outbound calls to prospective partners who have already expressed interest in the program, building rapport and fostering trust.
  • Manage, organize, and prioritize a high volume of leads to ensure timely follow-up, consistent engagement, and efficient progression through the funnel.
  • Send application materials and clearly explain requirements, timelines, and next steps to applicants.
  • Serve as the primary point of contact for applicants, promptly answering questions and providing clear, helpful guidance at every stage.
  • Assist applicants in navigating each step of the funnel, from initial inquiry through onboarding to becoming active delivery partners.
  • Request, collect, and track all necessary documentation required for vetting and onboarding, ensuring accuracy and completeness.
  • Collaborate closely with internal teams to confirm that applicants meet all program requirements and deadlines.
  • Use CRM tools and lead tracking systems to document interactions, update lead status, and maintain accurate records.
  • Support a customer-first experience by proactively identifying and resolving issues that could delay or prevent successful onboarding.
  • Contribute to building lasting partnerships with small businesses in the community by delivering consistent, high-quality service.

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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