# Associate Customer Success Manager at Total Expert

- Company: Total Expert
- What the company does: 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.
- Company website: https://totalexpert.com
- Type: Startups
- Level: Senior
- Location: Remote, US
- Work setup: Remote
- Pay: $65K to $75K base salary per year (USD)
- Posted: 2026-09-01
- Apply by: 2026-10-16
- Apply: https://jobs.lever.co/totalexpert/4fb45cb4-c7ab-4a74-944d-58df5993cffd
- Page: https://www.1752.vc/careers/jobs/total-expert-associate-customer-success-manager/

## 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

Tags: Customer Success