Customer Success Manager, Mortgage

Argyle

Customer Success Manager driving adoption of Argyle's client solutions for strategic customers in the mortgage industry. Managing relationships and enhancing customer value through data analysis and support.

Posted 6/20/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $110,000 - $130,000 per yearWebsite

About the role

Key responsibilities & impact

You will be the primary point of contact for our most strategic customers and will work with them through all process stages, including integration, scaling, product expansion, and account management.
You will be responsible for analyzing customer data and working directly with our product team to enhance future value.
You will also be tasked with building the materials and processes to enable a repeatable customer success model.
Own the customer lifecycle by onboarding new clients, driving adoption, tracking renewals, and working closely with the sales team on upsells and cross-sells.
Manage and nurture multiple customer relationships, including proactively and confidently engaging with key contacts to convey the value of our product.
Monitor KPIs and customer health to reduce churn risk, promote retention, and improve the overall customer experience.
Troubleshoot and provide insights on how to use the various features of our API while working closely with the support team as a point of escalation for complex issues.
Operate within and continuously improve established systems and processes to deliver a consistent and scalable customer success experience.

Requirements

What you’ll need

3+ years of experience in a customer-facing, solution-oriented role
Experience in the mortgage industry
Ability to develop strong, loyal, and long-lasting client relationships
Strong technical acumen coupled with the desire to learn the ins and outs of Argyle's API
Comfortable using AI tools in day-to-day work (e.g. drafting, research, workflow automation, synthesizing customer insights)
Exceptional ability to prioritize tasks and work independently
Excitement to perform and deliver in a high-growth environment and strive for continuous improvement

Benefits

Comp & perks

Competitive pay
Equity to match
Flexible time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer data analysisAPI troubleshootingcustomer success model developmentKPI monitoringcustomer lifecycle managementproduct expansionaccount managementsolution-oriented role experiencetechnical acumenworkflow automation

Soft Skills

relationship buildingcustomer engagementtask prioritizationindependent workcontinuous improvementproactive communicationadaptabilityproblem-solvingcollaborationcustomer experience enhancement