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 recent brokers are engagedAnalyze dashboard data for account health monitoringChampion feature adoption among brokersDrive team user onboarding within client accountsRelay customer feedback to improve product offeringsRequirements:2-4 years of relevant experience in customer successProficient in using data for decision makingStrong phone communication skills for direct outreachProficiency in creating organized processes and interventionsPrevious exposure to the mortgage industry is a plusEnhance customer satisfaction and retention with your strategic approach at Purelend.