Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables financial services organizations to create customers or members for life by re-humanizing complex financial decisions. Backed by Emergence Capital.
About the role
The Associate Customer Success Manager is responsible for managing a portfolio of Tier 4 customers, with a focus on driving adoption, engagement, satisfaction, retention, and growth. This role helps customers maximize the value of the Total Expert platform by understanding their goals, building strong relationships, and guiding them toward successful outcomes.
What they're looking for
- 1–2 years of client-facing experience (Customer Success, Account Coordinator, Support, etc.)
- Interest in developing a long-term career in Customer Success and growing into ownership of larger and more strategic customer relationships
- Mortgage, banking, financial services, or fintech experience preferred
- Strong communication skills with the ability to confidently lead customer conversations and build relationships with a variety of stakeholders
- A customer-first mindset with a genuine interest in understanding customer goals and helping customers achieve meaningful outcomes
- A proactive approach to account management with the ability to anticipate customer needs, identify risks, and take action without waiting for direction
More about this role
Total Expert is the Customer Operating System for financial services. Our purpose-built platform combines a system of context with a system of action that enables humans and AI Assistants to engage in the moments that matter and earn customers for life. Since 2016 Total Expert has enabled more than seven trillion dollars of funded loan volume.
The Associate Customer Success Manager is responsible for managing a portfolio of Tier 4 customers, with a focus on driving adoption, engagement, satisfaction, retention, and growth. This role helps customers maximize the value of the Total Expert platform by understanding their goals, building strong relationships, and guiding them toward successful outcomes.
The Associate Customer Success Manager proactively manages customer health, leads ongoing customer conversations, identifies risks and growth opportunities, and partners cross-functionally to move customer needs and priorities forward. Success in this role requires strong curiosity and technical aptitude, with the ability to quickly learn a complex SaaS platform, continuously build product expertise, and confidently translate that knowledge into meaningful guidance and recommendations...
Browse similar: Startup jobs · Remote jobs