Customer Success Manager, Mortgage

argyle

20h•Remote

About The Position

The Customer Success team at Argyle combines product and industry knowledge with relationship-building skills to help our customers achieve the most from the Argyle product. We believe there is incredible value in harnessing payroll and banking information, and we help implement and support solutions for our clients to leverage that data.

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) and curious about how AI can improve how you work
Exceptional ability to prioritize tasks and work independently
Excitement to perform and deliver in a high-growth environment and strive for continuous improvement

Nice To Haves

Experience at a high-growth startup or scale-up
Experience with Point-of-Sale and Loan Origination Systems

Responsibilities

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