Job Description

Insellerate is looking for an experienced Customer Success Manager that will be responsible for establishing and building customer relationships to promote customer retention and loyalty. This role will ensure customers are satisfied with the company’s products and services, provide high-level technical support and work to resolve any customer dissatisfactions. They will also be responsible for the managing the execution of customer related requests and business process changes.

Position can be located in the United States and work remotely.

PRIMARY RESPONSIBILITIES AND DUTIES

• Create value for customers by ensuring they clearly define business outcomes and then build a "success plan" with the appropriately identified objectives, stakeholders, milestones, risks and metrics needed to achieve them
• Be accountable to drive high usage of our technology within customers by driving the creation and execution of a thorough and action-oriented adoption Plan
• Leverage deep functional expertise to increase the customer’s usage of existing workloads
• Be a product expert and provide ad hoc training to help a client achieve their goals
• Manage one-off client projects to completion
• Manage the develop and growth of a customer success team

SKILLS AND QUALIFICATIONS

• 10 plus years experience in Customer Success or similar role with process ownership and management
• CRM or Marketing platform experience
• Bachelor's degree
• Mortgage industry experience a plus
• Impeccable customer services skills
• Knowledge of best practices in customer service and retention
• Strong written and verbal communication
• Strong aptitude for technical software products

Compensation based on candidate's experience

Company Description

InSellerate is the creator of the "True Mortgage CRM". Created by experts in the mortgage sales and operations business, Insellerate is hyper focused on empowering clients to grow their mortgage business through data, killers features, and an awesome user experience. While only four years old, Insellerate is an industry thought leader and changing the way banks and mortgage companies run their businesses. We are committed to hiring exceptional teammates who never are satisfied with the status quo. An organization dedicated to a culture where individual talent is celebrated and awarded and team work is championed. Join a fast paced but fun environment.