Lead the client success journey as a Client Success Leader. Spearhead onboarding, implementation, and expansion initiatives for high-caliber B2B SaaS clients in the mortgage sector. In this strategic position, you will take charge of the complete client journey, focusing on implementation and long-term client success. You'll bridge communication between clients and our internal teams, ensuring that we deliver exceptional service to key accounts. Build the necessary frameworks for sustaining client relationships as the company scales.
Key Responsibilities
• Direct 5–8 client integration projects concurrently
• Organize project kickoff calls and set milestones
• Interface between client compliance and internal product teams
• Manage scope and timelines of integrations without coding
• Create processes and documentation that support scaling
Requirements:
• 5–10 years experience in client success or onboarding
• Skilled in managing technical projects, not just account management
• Knowledgeable about APIs and integration concepts
• Industry experience in financial services preferred
• Excellent project management and organizational abilities Shape a crucial part of client success in a rapidly growing FinTech firm dedicated to innovating mortgage solutions.