Client Success Manager

Requirements:

· Account management experience, preferably with large accounts

· Mortgage industry experience

· Bachelor's degree

· Proven ability to build and maintain relationships with customer’s executive level staff, as well as internal management team

· Ability to multi-task across a vast set of responsibilities

· Strong communication skills (written, verbal, presentation) with the ability to communicate at all levels

· Ability to build credibility and trust by understanding and addressing customer needs and requirements

· Willing to travel periodically based on client and business needs

Responsibilities:

· Execute a comprehensive engagement and communications strategy that proactively maintains high client satisfaction

· Perform monthly / quarterly client success reviews that confirm satisfaction, address challenges and expand overall Moder product usage

· Identify patterns to gain insights, provide guidance and increase client satisfaction

· Serve as the primary interface to manage and resolve any critical situations

· Work closely with Sales and Moder business units to share client insights and identify additional product and service sales opportunities

· Document all new initiatives, milestones, and account review meetings in salesforce (CRM)