[Remote] Associate Customer Success Manager

Note: The job is a remote job and is open to candidates in USA. Total Expert is a customer engagement platform trusted by over 200 financial enterprises, and they are seeking an Associate Customer Success Manager. This role is responsible for managing and growing a portfolio of Tier 4 customers, focusing on customer lifecycle management, driving adoption, satisfaction, retention, and expansion.ResponsibilitiesOwn a defined portfolio of Tier 4 customers and serve as their primary point of contactLead onboarding and ensure customers are successfully launched on the Total Expert platformDrive product adoption through proactive outreach, training, and best practice guidanceConduct account health reviews and develop action plans to improve engagement and outcomesManage renewal conversations and support retention efforts across your portfolioIdentify growth opportunities within accounts and execute expansion conversations when appropriateMonitor customer usage data and engagement trends to proactively address risksDocument customer interactions, success plans, and outcomes in the Customer Success platformPartner cross-functionally with Support, Product, and Sales to advocate for customer needsParticipate in customer business reviews and performance discussions as appropriate for account tierSkillsStrong curiosity and desire to learn Customer Success1–2 years of client-facing experience (support, account coordinator, or similar)Excellent communication and organizational skillsEnthusiasm for technology and financial servicesAbility to collaborate closely with a team and follow structured processesMortgage industry experience preferredBenefitsEmployee Stock Option PlanMedicalDentalVisionHSA (Health Savings Account)FSA (Flexible Spending Accounts)Company paid Life InsuranceShort-Term DisabilityLong-Term DisabilityFlexible Time-Off (FTO)Paid Parental Leave401(k) with employer matchCompany OverviewTotal Expert is a SaaS company that develops enterprise-grade marketing operating system (MOS) built for financial services organizations. It was founded in 2012, and is headquartered in Saint Louis Park, Minnesota, USA, with a workforce of 201-500 employees. Its website is http://totalexpert.com.



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