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 Customer Success Manager (CSM) plays a vital role in building strong, strategic partnerships between Total Expert and our mid-market customers. CSMs are trusted advisors who help customers realize maximum value and ROI from the Total Expert platform. By combining industry expertise, product knowledge, and a deep understanding of customer challenges, CSMs guide organizations toward achieving their business objectives and accelerating revenue growth. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Self-Starter with Growth Mindset: Ability to work independently with a strong desire to learn, adapt, and grow
- Thrives in Startup Culture: Resilient, resourceful, curious, and energized by a fast-paced, evolving environment
- Tech-Savvy and Passionate: Enthusiasm for technology, innovation, and driving success in a growing SaaS company
- Strategic Relationship Builder: Proven ability to manage complex, multi-divisional, and geographically diverse accounts
- Customer-Centric Mindset: A genuine passion for delivering exceptional experiences and measurable outcomes for customers
- Decisive Problem Solver: Skilled at analyzing complex challenges, identifying root causes, and developing strategic solutions that align with both customer and company goals
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 Customer Success Manager (CSM) plays a vital role in building strong, strategic partnerships between Total Expert and our mid-market customers. CSMs are trusted advisors who help customers realize maximum value and ROI from the Total Expert platform. By combining industry expertise, product knowledge, and a deep understanding of customer challenges, CSMs guide organizations toward achieving their business objectives and accelerating revenue growth. The work you do empowers tens of thousands of financial services leaders to help their customers make confident, life-shaping financial decisions.
For candidates based in the Dallas, TX or Minneapolis, MN area, the position follows a hybrid schedule with 3 on-site days per week. This position would be remote for qualifying candidates residing outside of those areas.
Champion Customer Success:...
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