Total Expert
Deliver the Perfect Customer Journey
Associate Customer Success Manager
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