Total Expert

Deliver the Perfect Customer Journey

Associate Customer Success Manager

Full TimeRemoteTeam 201-500Since 2014H1B SponsorCompany SiteLinkedIn

Location

Minnesota

Posted

7 days ago

Salary

$60K - $75K / year

2 yrs expEnglish

Job Description

• Own a defined portfolio of Tier 4 customers and serve as their primary point of contact. • Lead onboarding and ensure customers are successfully launched on the Total Expert platform. • Drive product adoption through proactive outreach, training, and best practice guidance. • Conduct account health reviews and develop action plans to improve engagement and outcomes. • Manage renewal conversations and support retention efforts across your portfolio. • Identify growth opportunities within accounts and execute expansion conversations when appropriate. • Monitor customer usage data and engagement trends to proactively address risks. • Document customer interactions, success plans, and outcomes in the Customer Success platform. • Partner cross-functionally with Support, Product, and Sales to advocate for customer needs. • Participate in customer business reviews and performance discussions as appropriate for account tier.

Job Requirements

  • Mortgage industry experience preferred.
  • Strong curiosity and desire to learn Customer Success.
  • 1–2 years of client-facing experience (support, account coordinator, or similar).
  • Excellent communication and organizational skills.
  • Enthusiasm for technology and financial services.
  • Ability to collaborate closely with a team and follow structured processes.

Benefits

  • Medical
  • Dental
  • Vision
  • HSA (Health Savings Account)
  • FSA (Flexible Spending Accounts)
  • company paid Life Insurance
  • Short-Term Disability
  • Long-Term Disability
  • Flexible Time-Off (FTO)
  • Paid Parental Leave
  • 401(k) with employer match

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