Job Closed

This listing is no longer active.

Nterval Funding logo
Nterval Funding

Why wait until closing to get paid your commission? Convert your pending commissions into instant cash - It's that easy!

Client Success Representative

Location

California + 4 moreAll locations: California | Colorado | District of Columbia | North Carolina | Washington

Posted

93 days ago

Salary

$20 - $25 / hour

Seniority

Senior

English

Job Description

Client Success Representative

Nterval Funding

• Respond to prospective clients across phone, text, email, and chat • Guide agents through the application and documentation submission process • Review incoming documents for completeness and accuracy • Identify early blockers (missing forms, unclear dates, inconsistent information) • Follow up with agents who started but have not completed an application • Prepare clean and accurate files for approval review • Maintain high inbound response speed and deliver an exceptional client experience • Educate clients on next steps, documentation requirements, and timelines • Update Salesforce with client details, document status, and application progress • Coordinate internally with operations as files move toward approval • Track application progress and ensure timely movement toward a decision

Job Requirements

  • Experience in client success, sales, operations management, or account management
  • Working knowledge of CRM systems (Salesforce experience is a plus)
  • Strong problem-solving abilities and multitasking skills
  • Excellent written and verbal communication
  • Highly organized with the ability to manage multiple deadlines
  • Exposure to financial services, mortgage, escrow, title, or real estate transactions is a plus
  • Professional, proactive, and accountable

Benefits

  • Competitive compensation package with growth opportunities
  • Flexible remote/hybrid work options
  • Professional development and industry training
  • Supportive, entrepreneurial culture that values initiative and ownership
  • Direct exposure to executive leadership and decision-making
  • Opportunity to work in a high-growth fintech niche within the real estate industry

Related Job Pages

More Customer Success Manager Jobs

Order.co logo

Customer Success Manager

Order.co

AI-powered Procurement & Finance Automation that delivers 5% hard-dollar savings, 20% more float, and 100% spend control

OtherRemoteTeam 51-200Since 2016H1B No Sponsor

• Serve as the main point of contact for your assigned accounts, owning the full post-sale customer journey and building strong relationships with Operations and Finance professionals at small, medium, and large, complex organizations • Retain and grow a rapidly expanding book of business • Serve as the expert and go-to consultant for your accounts on purchasing and payments best practices • Dig deep to understand clients’ business goals and educate them how to leverage their Order subscription to meet these goals • Proactively increase our share of wallet with clients; meet aggressive revenue targets while simultaneously mitigating churn and building brand champions (NRR is the name of the game) • Collaborate with our Operations & Product team to translate customer feedback into improvements across our platform • Monitor your account’s Support ticket volume and escalate risk proactively • Work closely with Management to understand analytical trends for your Clients and areas of strategic opportunity

New York
$80K - $100K / year
Job Closed

• Manage a portfolio of 10–15 accounts, developing strategic success plans that align client objectives with Stylitics’ solutions. • Serve as the primary point of contact for clients, fostering trusted relationships with executives and stakeholders, while surfacing feedback internally to enhance our products and services. • Monitor account health, anticipate churn risks, and proactively implement retention strategies; own renewal activities and identify and convert expansion opportunities in partnership with Sales and internal teams. • Continuously demonstrate ROI by providing data-driven insights, monthly performance reports, and executing client business reviews to reinforce value, opportunities, and areas of focus. • Consistently achieve strong results on GRR, NRR, and client satisfaction (NPS/CSAT) as key measures of success. • Partner with internal teams (Sales, Product, Engineering, Styling, Analytics, Operations) to deliver on client goals and support company-wide initiatives. • Maintain accurate account documentation and information to benefit current and future team members. • Continuously build the knowledge and competencies that drive client success, while supporting peer CSMs through best practice sharing, mentoring, and in-the-moment coaching; contribute to evolving client success frameworks, processes, and tools to scale best practices across the team.

New York
$93K - $119K / year
GotPhoto.com | fotograf.de logo

Head of Customer Success

GotPhoto.com | fotograf.de

People Photography redefined: Save time by managing your workflow and sales from one place

OtherRemoteTeam 51-200H1B No Sponsor

• Own Net Revenue Retention (NRR), driving customer retention, expansion, and long-term revenue growth. • Lead and develop a high-performing Customer Success organization with clear performance accountability. • Drive GMV growth through strategic account planning, executive engagement, and value-based customer partnerships. • Ensure renewal success by proactively managing risk, adoption, and customer health. • Establish scalable Customer Success processes, playbooks, and operating rhythms to support growth. • Use customer insights and data to inform strategy, forecasting, and cross-functional decision-making. • Partner with Sales, Product, and Marketing to align customer lifecycle strategy and improve customer outcomes. • Act as the Voice of the Customer and influence product and go-to-market priorities. • Build a culture of accountability, customer focus, and continuous improvement across the team.

United States
$100K - $120K / year
LemFi logo

CRM Manager

LemFi

Powering financial inclusion across borders.

Full TimeRemoteTeam 201-500Since 2020H1B No Sponsor

• Architect Lifecycle Journeys: Design and implement logic-based, multi-touch automation flows targeting onboarding, activation, retention, and churn prevention. • Orchestrate Multi-Channel Campaigns: Deploy perfectly timed messaging across Email, Push Notifications, In-App Messages, SMS, and WhatsApp to maximize user engagement. • Drive Hyper-Personalization: Utilize behavioral data and RFM analysis to build dynamic user segments that tailor the value proposition to specific sender behaviors. • Optimize the Funnel: Rigorously monitor drop-off points and deploy targeted interventions and A/B tests to recover abandoned transactions and improve conversion. • Maintain Operational Excellence: Manage the technical execution and database hygiene within enterprise CRM platforms, ensuring strict GDPR compliance and high deliverability. • Analyze and Iterate: Track weekly performance against core KPIs like Activation Rate, 30-day Retention, and LTV, translating cohort data into actionable growth strategies.

India
Job Closed