Take charge as the Lifecycle Manager for Customer Success at Purelend in Calgary, AB, focusing on nurturing broker relationships and ensuring they leverage our groundbreaking FinTech platform effectively. Spearhead customer engagement initiatives that drive success and retention. In this role, you will need 2-4 years of experience in customer success or account management, especially in a SaaS environment. You'll be accountable for monitoring the health of more than 100 accounts through analytics and proactive outreach. Your direct communication with clients will help facilitate effective onboarding and consistent utilization of the platform.
Key Responsibilities
• Facilitate onboarding sessions ensuring new brokers are engaged
• Analyze dashboard data for account health monitoring
• Champion feature adoption among brokers
• Drive team user onboarding within client accounts
• Relay customer feedback to improve product offerings
Requirements:
• 2-4 years of relevant experience in customer success
• Proficient in using data for decision making
• Robust phone communication skills for direct outreach
• Proficiency in creating organized processes and interventions
• Previous exposure to the mortgage industry is a plus Enhance customer satisfaction and retention with your strategic approach at Purelend.