[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 financial enterprises. The Associate Customer Success Manager supports digital-led customers, focusing on customer relationship management, adoption, satisfaction, and retention efforts.
Responsibilities
- Assist with day-to-day customer questions and support on platform basics
- Coordinate onboarding tasks and help customers navigate Total Expert tools
- Support CSMs with account health checks, renewals, and reporting preparation
- Help manage digital engagement programs for lower-tier accounts
- Track and document customer interactions and feedback in the Customer Success platform
- Identify simple upsell opportunities and route to senior team members
- Participate in customer training sessions and shadow QBRs
Skills
- Strong curiosity and desire to learn Customer Success
- 1–2 years of client-facing experience (support, account coordinator, or similar)
- Excellent communication and organizational skills
- Enthusiasm for technology and financial services
- Ability to collaborate closely with a team and follow structured processes
- Mortgage industry experience preferred
Benefits
- Medical
- Dental
- Vision
- HSA (Health Savings Account)
- FSA (Flexible Spending Accounts)
- Company paid Life Insurance
- Short-Term Disability
- Long-Term Disability
- Flexible Time-Off (FTO)
- Paid Parental Leave
- 401(k) with employer match
Company Overview