Own a defined portfolio of Tier 4 customers and serve as their primary contact.
Lead onboarding and ensure customers are launched on Total Expert.
Drive product adoption through proactive outreach, training, and best practices.
Conduct account health reviews and action plans to improve engagement and outcomes.
Manage renewal conversations and support retention across your portfolio.
Identify growth opportunities within accounts and execute expansion conversations when appropriate.

🎯 Requirements

Mortgage industry experience preferred.
Strong curiosity and desire to learn Customer Success.
1-2 years of client-facing experience.
Excellent communication and organizational skills.
Enthusiasm for technology and financial services.
Ability to collaborate with a team and follow structured processes.

🎁 Benefits

Medical, Dental, Vision, HSA, FSA
Life Insurance and Disability coverage
Flexible Time Off and Paid Parental Leave
401(k) with employer match

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