Argyle logo
Argyle

Argyle lets consumers connect their payroll records to your app, so you can automate more and spend less.

Customer Success Manager, Mortgage

Customer Success ManagerCustomer SuccessFull TimeRemoteSeniorTeam 51-200Since 2018H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

1 day ago

Salary

$110K - $130K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Customer Success Manager, Mortgage

Argyle

• You will be the primary point of contact for our most strategic customers and will work with them through all process stages, including integration, scaling, product expansion, and account management. • You will be responsible for analyzing customer data and working directly with our product team to enhance future value. • You will also be tasked with building the materials and processes to enable a repeatable customer success model. • 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 and confidently 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. • 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. • Operate within and continuously improve established systems and processes to deliver a consistent and scalable customer success experience.

Job Requirements

  • 3+ years of experience in a customer-facing, solution-oriented role
  • Experience in the mortgage industry
  • Ability to develop strong, loyal, and long-lasting client relationships
  • 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 (e.g. drafting, research, workflow automation, synthesizing customer insights)
  • Exceptional ability to prioritize tasks and work independently
  • Excitement to perform and deliver in a high-growth environment and strive for continuous improvement

Benefits

  • Competitive pay
  • Equity to match
  • Flexible time off

Related Job Pages

More Customer Success Manager Jobs

Full TimeRemoteTeam 1,001-5,000H1B No Sponsor

• Partner with clients and internal stakeholders to design and deliver customer-centric Dynamics 365 CE solutions • Facilitate requirements gathering workshops, business process reviews, and fit-gap analysis sessions • Configure and implement Dynamics 365 CE applications across Sales, Customer Service, Field Service, and related modules • Build and enhance solutions using the Microsoft Power Platform, including Model-Driven Apps, Canvas Apps, Power Automate, and Dataverse • Design and support integrations between Dynamics 365, Microsoft 365, Azure services, and third-party systems • Contribute to API and integration design using tools like Logic Apps, Azure Functions, and Power Platform connectors • Configure business rules, workflows, forms, dashboards, and security models within Dynamics 365 CE • Support data migration, deployment activities, and maintain data quality standards • Participate in testing cycles (SIT, UAT) and validate solutions meet business requirements • Provide post-go-live support, troubleshoot issues, and drive continuous improvement while promoting best-practice, low-customization solutions

Canada
$80.5K - $105.6K / year
Quest Software logo

Senior Director, Customer Success Ops

Quest Software

We create software solutions that simplify IT management and help you achieve true IT resilience.

Full TimeRemoteTeam 1,001-5,000H1B Sponsor

• Design and manage onboarding curriculum for new CX team members to accelerate time-to-productivity • Develop and deliver ongoing enablement programs for product updates, process changes, and new tool rollouts • Lead knowledge base curation, identify content gaps, and drive continuous improvement of self-service resources • Build and maintain change management playbooks to support organizational transitions and new initiatives • Establish certification paths and skill assessment frameworks to ensure consistent competency across CX teams • Drive measurable reductions in escalation rates through improved agent preparedness and readiness programming • Standardize dashboards and KPI reporting across all CX organizations to enable data-driven decision making • Build and manage an AI use case pipeline with an appropriate governance framework for responsible deployment • Define and enforce data quality standards, validation processes, and cross-org metric definitions • Develop automation playbooks for repetitive workflows to reduce manual effort and improve time to insight • Create and maintain a cross-organizational data dictionary ensuring consistent, trusted metrics enterprise-wide • Ensure scalable AI deployment with appropriate risk controls and stakeholder alignment • Own and execute a unified CX technology stack roadmap, including vendor management and consolidation strategy • Manage a coordinated release calendar with deployment schedules that ensure zero-disruption release cycles • Establish application administration SLAs and escalation frameworks across the CX tool ecosystem • Lead cross-functional program governance, status reporting, and executive communication on CX program health • Drive vendor consolidation and license optimization to reduce tool sprawl and lower total cost of ownership • Serve as the single source of truth for CX program health, ensuring improved cross-org alignment on priorities

North Carolina
Versapay logo

Customer Success Manager

Versapay

The first Collaborative Accounts Receivable Network. Accomplish more, get paid faster, and deliver better experiences.

Full TimeRemoteTeam 201-500Since 2006H1B No Sponsor

• Own the success of our Commercial Real Estate customers, developing scalable playbooks and touchpoints to drive engagement and retention • Serve as a trusted advisor to customers, helping them achieve their goals and maximize ROI • Monitor customer health scores and usage data to proactively identify at-risk accounts and opportunities for growth • Design and execute scalable programs (webinars, email campaigns, in-app guidance) that deliver value at scale • Collaborate cross-functionally with Sales, Product, and Support to champion the voice of the customer • Track and manage renewals, escalations, and at-risk accounts in coordination with internal stakeholders • Maintain accurate account records and activity logs within SFDC and HubSpot

United States
$70K - $78K / year
Versapay logo

Customer Success Manager

Versapay

The first Collaborative Accounts Receivable Network. Accomplish more, get paid faster, and deliver better experiences.

Full TimeRemoteTeam 201-500Since 2006H1B No Sponsor

• Own the success of our Commercial Real Estate customers, developing scalable playbooks and touchpoints to drive engagement and retention • Serve as a trusted advisor to customers, helping them achieve their goals and maximize ROI • Monitor customer health scores and usage data to proactively identify at-risk accounts and opportunities for growth • Design and execute scalable programs (webinars, email campaigns, in-app guidance) that deliver value at scale • Collaborate cross-functionally with Sales, Product, and Support to champion the voice of the customer • Track and manage renewals, escalations, and at-risk accounts in coordination with internal stakeholders • Maintain accurate account records and activity logs within SFDC and HubSpot

Canada
$80K - $88K / year