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Technical Customer Success Manager
Location
United States
Posted
87 days ago
Salary
0
No structured requirement data.
Job Description
Technical Customer Success Manager
Firstclose
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Technical Customer Success Manager (Technical CSM) plays a mission-critical role in ensuring FirstClose customers achieve measurable value through our mortgage technology platform while providing advanced technical support across complex workflows. - Guide assigned accounts through onboarding, adoption, workflow optimization, and continuous improvement - Troubleshoot product configuration issues, manage incidents, and support order processing accuracy - Serve as the primary technical liaison between customers and internal teams to triage issues, resolve order discrepancies, manage configuration requests, and escalate complex incidents to T3 Engineering with clear documentation - Drive product adoption and value realization by aligning platform capabilities with mortgage workflows and guiding customers through configuration best practices - Build trusted, advisor-level relationships by understanding each customer’s lending process, ecosystem integrations, and operational KPIs - Monitor key account health metrics to proactively identify risks and improvement opportunities - Partner cross-functionally with Sales, Product, and Engineering to support renewal planning and communicate customer needs - Collaborate with Account Managers on customer engagements including check-ins, QBRs/EBRs, and data-driven recommendations - Support continuous improvement by identifying optimizations and recommending new features or configurations - Complete other duties as assigned Qualifications - 5+ years’ experience in Customer Success, Account Management, or Support within SaaS, fintech, lending, or mortgage technology - Strong analytical abilities with experience interpreting usage trends, workflow data, and operational KPIs - Hands-on experience troubleshooting software issues and managing configuration or change-management updates - Working knowledge of mortgage operations (e.g., Processing, Underwriting, Closing, Title, Valuation, Flood) - Exceptional communication and stakeholder management skills - Proficiency with key tools including Microsoft Office, Salesforce, and POS/LOS platforms - Familiarity with API integrations, Auth0, and general change-management processes Requirements - Basic background checks and references - Ability to work shifts ranging from 7 AM- 7 PM CST - Direct experience in the mortgage industry (lender, vendor, LOS/POS provider, or mortgage SaaS) - Understanding of regulatory and investor requirements affecting workflow design (TRID, UCD, AUS findings, vendor management standards) Benefits - Competitive Base Salary - Employee Benefits Program Job Location Remote
Job Requirements
- 5+ years’ experience in Customer Success, Account Management, or Support within SaaS, fintech, lending, or mortgage technology
- Strong analytical abilities with experience interpreting usage trends, workflow data, and operational KPIs
- Hands-on experience troubleshooting software issues and managing configuration or change-management updates
- Working knowledge of mortgage operations (e.g., Processing, Underwriting, Closing, Title, Valuation, Flood)
- Exceptional communication and stakeholder management skills
- Proficiency with key tools including Microsoft Office, Salesforce, and POS/LOS platforms
- Familiarity with API integrations, Auth0, and general change-management processes
- Basic background checks and references
- Ability to work shifts ranging from 7 AM- 7 PM CST
- Direct experience in the mortgage industry (lender, vendor, LOS/POS provider, or mortgage SaaS)
- Understanding of regulatory and investor requirements affecting workflow design (TRID, UCD, AUS findings, vendor management standards)
Benefits
- Competitive Base Salary
- Employee Benefits Program
- Job Location
- Remote
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