About The Position

Our company is a leading SaaS-based mortgage servicing and financial technology company dedicated to providing innovative solutions and exceptional customer experiences. We are currently seeking a qualified professional to join our dynamic Customer Success department in the role of Staff Customer Success Manager.

Requirements

  • Bachelor’s degree in Business, Computer Science, or relevant discipline with 3 - 4 years of experience in a related field. Experience will be considered in lieu of a degree.
  • Solid project management skills with a strategic mindset.
  • Exceptional customer relationship management abilities.
  • Proficient in identifying and promoting sales opportunities.
  • Strong communication and interpersonal skills.
  • Effective in maintaining operational control over project parameters.
  • Ability to manage contracts of varying lengths and strategic importance.
  • 20% travel
  • Willingness to be on camera

Responsibilities

  • Project Management and Oversight:
  • Apply a theoretical knowledge base to strategically manage and achieve project goals through individual efforts.
  • Maintain precise control over project schedules, risks, scope of work, and budgets, ensuring clarity for operational teams and subcontractors regarding customer requirements.
  • Customer Relationship Management:
  • Build and nurture strong customer relationships, providing day-to-day advice and support.
  • Serve as a primary point of contact for customers, addressing inquiries, resolving issues, and ensuring overall satisfaction.
  • Sales Opportunities Identification:
  • Actively promote the organization's capabilities to customers, identifying potential sales opportunities.
  • Forward identified sales opportunities to account managers and contribute to achieving contract extensions or additional business within assigned accounts.
  • Contract Management:
  • Manage contracts involving both short- and long-term service commitments.
  • Handle contracts that vary significantly in value and strategic importance, ensuring compliance and customer satisfaction.

Benefits

  • As a Sagent Associate, you will be eligible to participate in our benefit programs beginning on Day #1!
  • We offer a comprehensive package including Remote/Hybrid workplace options, Health Benefits, Unlimited Flexible Time Off, Family Planning Services, Tuition Reimbursement, Paid Family Leave, 401(k) Matching, Pet Insurance, In-person and Virtual Social Experiences, Career Pathing, Focus Time Fridays and much, much more!
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