Customer Success Manager, Mortgage

About the role

The Customer Success Manager will be the primary point of contact for Argyle's most strategic customers, working with them through all process stages including integration, scaling, product expansion, and account management. They will analyze customer data, collaborate with the product team to enhance future value, and build materials and processes for a repeatable customer success model.

Responsibilities

• Own the customer lifecycle by onboarding new clients, driving adoption, tracking renewals, and working closely with the sales team on upsells and cross-sells
• Manage and nurture multiple customer relationships, including proactively engaging with key contacts to convey the value of our product
• Monitor KPIs and customer health to reduce churn risk, promote retention, and improve the overall customer experience
• Operate within and continuously improve established systems and processes to deliver a consistent and scalable customer success experience
• Troubleshoot and provide insights on how to use the various features of our API while working closely with the support team as a point of escalation for complex issues

Requirements

• 3+ years of experience in a customer-facing, solution-oriented role
• Experience in the mortgage industry
• Strong technical acumen coupled with the desire to learn the ins and outs of Argyle's API
• Comfortable using AI tools in day-to-day work and curious about how AI can improve how you work
• Exceptional ability to prioritize tasks and work independently
• Excitement to perform and deliver in a high-growth environment and strive for continuous improvement

Nice to haves

• Experience at a high-growth startup or scale-up
• Experience with Point-of-Sale and Loan Origination Systems