Platform Success Manager

Summary

Join our growing team as a proactive and customer-focused Platform Success Manager to drive customer satisfaction, retention, and growth by providing outstanding support, guidance, and insights to our clients.

Requirements

• 3-5 years of experience in customer success, account management, or a related role, ideally in a SaaS or fintech environment
• Experience at a mortgage lender, bank or brokerage
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients
• Strong problem-solving skills and a customer-centric mindset
• Experience working with CRM tools (e.g., Salesforce, HubSpot) and customer health tracking systems
• Proven ability to manage multiple clients and projects simultaneously, with a focus on delivering results
• Highly organized, proactive, and able to work both independently and in collaboration with cross-functional teams

Responsibilities

• Serve as the primary point of contact for a portfolio of Morty customers, ensuring they are fully leveraging the platform’s tools and capabilities to meet their business objectives
• Build strong relationships with clients by providing ongoing support, training, and strategic guidance
• Proactively identify upsell opportunities and assist clients in expanding their use of Morty’s platform
• Collaborate with internal teams (sales, product, marketing) to provide feedback on customer needs and inform product development
• Monitor and track customer health metrics to ensure engagement and prevent churn
• Develop and implement success plans tailored to each client, focused on driving outcomes and long-term satisfaction

Benefits

• 401k
• Unlimited PTO
• Hybrid working
• 100% covered health insurance (medical, dental, and vision)