Role Description The Customer Success Manager is responsible for building strong relationships, ensuring customer satisfaction, and making sure users have the tools, support, and resources necessary for success. This role includes: - Onboarding - Client support - Performance tracking - Partnering with cross-functional teams to improve services We are seeking a proactive, organized, and relationship-driven Customer Success Manager to support our growing operations. The ideal candidate is skilled in communication, problem-solving, and client relationship management. This role is fully remote and requires someone who can work independently and ensure smooth interactions with internal and external partners. Qualifications - 2–4 years of experience in Customer Success, Account Management, or related field - Excellent written and verbal communication skills - Strong problem-solving and organizational abilities - Ability to manage multiple accounts in a remote environment - Experience using CRM or customer support tools - Reliable internet connection and ability to work independently Requirements - Serve as the primary relationship manager for assigned customers - Conduct onboarding sessions and provide ongoing client support - Build and maintain strong relationships with key stakeholders - Track customer progress, usage, and engagement - Monitor customer satisfaction and identify improvement opportunities - Maintain accurate notes, documentation, and client communication records - Collaborate with Product, Support, and Leadership to resolve customer issues - Guide clients through best practices to ensure successful adoption - Identify renewal, expansion, and upsell opportunities when applicable - Provide clear, timely communication to both customers and internal teams Benefits - 100% remote position - Competitive compensation - Supportive and collaborative team environment - Opportunities for growth and long-term career development - Work that impacts real communities and strengthens public service Salary Range $90,000 – $120,000 USD per year, depending on experience.

• Serve as primary relationship manager and trusted advisor to Chief Risk Officers and senior risk executives at mortgage lenders, servicers, and investors (GSEs & non-agency). • Provide expert guidance on mortgage-specific regulatory compliance including QM/ATR, TRID, HMDA, and GSE credit risk transfer requirements. • Collaborate with mortgage underwriting teams to optimize loan decisioning processes and improve portfolio performance through FICO mortgage scoring solutions. • Partner with mortgage compliance officers to ensure FICO solutions meet fair lending, ECOA, and mortgage-specific consumer protection requirements • Develop mortgage risk-focused business cases demonstrating ROI through reduced buyback risk, improved loan quality, and regulatory compliance. • Provide thought leadership on emerging mortgage risk trends, regulatory changes, and GSE guideline updates through industry forums and publications. • Support mortgage model risk management including validation of credit scoring models, loss forecasting, and regulatory model documentation. • Collaborate with internal teams to address mortgage-specific regulatory inquiries, GSE audits, and examination requirements. • Analyze client mortgage risk appetite and recommend FICO solutions that align with agency guidelines, investor requirements, and risk tolerance. • Monitor GSE credit score requirements, pricing adjustments, and qualification changes to proactively advise clients on portfolio impacts. • Facilitate knowledge transfer on mortgage analytics, including credit risk layering, early payment default prevention, and loss mitigation strategies.

• Demonstrate a track record of leading CSM & Solutions team for Global 2000 clients • Guide your teams to effectively partner with C-suite stakeholders (CTO, CIO, CFO) • Drive the design of end-to-end enterprise GTM workflows • Build a team of "consultative experts" • Foster collaboration between Sales, Solutions, and Customer Success

Role Description Join Our Team as a Remote Client Success Representative in Life Insurance – 100% Virtual! Our company specializes in life insurance, and we’re now fully remote, offering work-from-home positions that let you earn an outstanding income while prioritizing family life. With flexible hours, you can work when it’s best for you and your loved ones, without sacrificing a meaningful career. We’re looking for passionate individuals to join our team as Client Success Representatives. In this role, you’ll engage with both existing and prospective clients daily, providing exceptional service and product expertise in life insurance to help clients make informed decisions. - Support a Range of Clients : Connect with clients to offer guidance and information on life insurance policies that meet their unique needs. - Deliver Product Knowledge : Serve as a resource on our life insurance products, answering questions and providing detailed information. - Continuous Learning & Adaptability : Stay updated on life insurance offerings, policies, and strategies to enhance client satisfaction. - Collaborative & Independent : Work well within a team to share strategies, while also managing independent client interactions. Qualifications - Outstanding Communication : Excellent listening and problem-solving skills to engage effectively with clients. - Quick to Adapt : Embrace ongoing learning in a constantly evolving virtual environment. - Team-Oriented & Self-Motivated : Thrives both in a team setting and working independently. - Drive & Dedication : Strong work ethic with a commitment to achieving goals. Benefits - Flexible Schedule with Weekly Pay : Choose hours that suit your life and enjoy regular pay. - 100% Remote Life Insurance Position : Serve clients from the comfort of your home. - Weekly Professional Development : Learn from top industry leaders to expand your skills. - Comprehensive Benefits : Life insurance, health insurance reimbursement, and more. - Top-Tier Tools & Technology : Access the best resources to ensure client success. Company Description In response to current health and wellness priorities, we’ve fully adapted to a virtual setup. All interviews, onboarding, and training are conducted through Zoom video conferencing to ensure your safety and comfort. If you’re motivated, adaptable, and eager to build a career in life insurance within a fully remote, client-centered environment, we’d love to hear from you! Apply today to begin a fulfilling journey with us.