🛠 Tech Stack

💼 About This Role

You'll build strategic partnerships with enterprise customers to maximize value from the Total Expert platform. Your work empowers financial services leaders to help customers make confident decisions. This role offers the chance to drive measurable results in a fast-paced SaaS startup environment.

🎯 What You'll Do

• Champion Customer Success by promoting product value and driving measurable results.
• Understand each customer's tech stack and system integrations to optimize platform use.
• Lead contract renewals and identify upsell or cross-sell opportunities within accounts.
• Conduct business reviews to assess outcomes, alignment, and next steps.

📋 Requirements

• 5+ years of experience in Customer Success, Account Management, or Management Consulting
• 3+ years of experience in a SaaS or technology organization
• Ability to travel 15-25% for customer onsite and industry events
• Proficiency in MS Excel, PowerPoint, Word, Outlook, and process mapping tools

✨ Nice to Have

• Experience in the mortgage industry
• Experience with the Total Expert platform
• Experience in financial services, marketing automation, or CRM platforms

🎁 Benefits & Perks

• 🏖️ Flexible Time-Off (FTO)
• 💼 Employee Stock Option Plan
• 🏥 Medical, Dental, Vision
• 💰 401(k) with employer match
• 👶 Paid Parental Leave

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Phone Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 60 min
4. 4Offer· N/A